Portfolio plan configuration form

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Portfolio Plan Configuration Form

    The Portfolio Plan Configuration Form enables users to create or update display settings for planning items within the Strategic Planning Workspace. This configuration is essential for tailoring the portfolio management process to meet organizational needs.

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    Key Features

    • Source Table: Select the table for which the portfolio plan is being configured (e.g., Strategic Priority).
    • Start and End Date Fields: Specify fields to retrieve the start and end dates of planning items.
    • Item Name and Owner Fields: Define fields to capture the name and owner of the planning items.
    • Roadmap Timeline Configuration:
      • Group By Fields: Categorize roadmap items (e.g., by State).
      • Color By Fields: Assign colors to groups based on attributes like Planning item type.
      • Metrics Fields: Display important metrics (e.g., Planned benefit) when hovering over items.
      • Status and Percent Complete Fields: Track item status and completion progress visually.
    • Kanban Configuration:
      • Swim Lane and Vertical Lane: Define lanes for organizing items in both Prioritization and Roadmap views.
      • Metrics on Kanban Card: Set default metrics for visibility on Kanban cards.
    • Rank Configuration: Use the specified table to create the portfolio plan.

    Key Outcomes

    By effectively utilizing the Portfolio Plan Configuration Form, ServiceNow customers can streamline the management of their portfolio plans, ensuring that planning items are organized, tracked, and visually represented in a manner that enhances decision-making and prioritization.

    Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.

    Table 1. Portfolio plan configuration form
    Field Description
    Source table Table that you want to configure portfolio plan for.

    For example, Strategic Priority [sn_gf_strategy].
    Start date field Field to retrieve the start date value from.
    End date field Field to retrieve the end date value from.
    Item name field Field to retrieve the name of the item from.
    Item owner field Field to retrieve the item owner name from.
    Table 2. Roadmap timeline configuration section of the Portfolio plan configuration form
    Field Description
    Group by fields List of fields with which the roadmap items can be categorized into groups.

    For example, the State attribute can be used to categorize the items into groups of states such as Draft, Ready, Work in progress, and others.
    Color by fields List of fields with which the roadmap items can be categorized by color.

    For example, the Planning item type attribute can be used to assign a unique color to each group of items belonging to a specific type.
    Metrics fields

    List of fields used as the metrics for the roadmap items.

    For example, Planned benefit or Actual cost.

    These values are displayed when you point the mouse cursor on the roadmap item.
    Status field

    Field that is used for the status of the roadmap item.
    Percent complete field

    Field that is used to track the completion of the roadmap item.

    This field value is used to visualize the progress of the roadmap item in the tracking mode.
    Table 3. Kanban configuration section of the Portfolio plan configuration form
    Field Description
    Swim lane Field to use for the swim lane on the board in the Prioritization Kanban view.
    Vertical lane Field to use for the vertical lane on the board the Prioritization Kanban view.
    Metrics on Kanban card Default metrics that your planning managers want to view on a planning item card in the Prioritization Kanban view.
    Swim lane Field to use for the swim lane on the board in the roadmap view.
    Vertical lane Field to use for the vertical lane on the board in the roadmap view.
    Metrics on Kanban card Default metrics that your planning managers want to view on a planning item card on the Kanban board in the roadmap view.
    Table 4. Rank configuration section of the Portfolio plan configuration form
    Field Description
    Rank Configuration Table that is used to create the portfolio plan.

    The value for this field is the table selected in the Source table field.