--- sourceDocument: Brazil Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Scenario Planning for PPM # Scenario Planning for PPM {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Scenario Planning for PPM The Scenario Planning for PPM application offers portfolio managers a centralized tool to create, compare, and manage project execution roadmaps for a fiscal year. It enables optimization of budgets and resource usage by allowing the creation of multiple scenarios incorporating different demands and projects. Each scenario represents a planning instance to support funding decisions and strategic alignment. Show full answer Show less **Important:** Starting with the Brazil release, this application is slated for future deprecation---it will be hidden and unavailable for activation but will still receive support. ServiceNow recommends using the Strategic Planning Workspace (for SPM Pro users) or Portfolio Planning Workspace (for SPM Standard users) for scenario planning capabilities going forward. ## Key Features * Plan portfolios based on resource capacity for single or multiple fiscal years, breaking down multi-year plans into manageable windows for continuous tracking. * Allocate budget to demands and projects using Investment Funding or target budget settings when not integrated. * Create multiple scenario-based plans to experiment with different project and demand combinations. * Apply filters to refine selections and view details of demands/projects misaligned with strategic goals. * Edit funding allocations per scenario. * Compare scenarios using what-if analysis to identify plans that best meet budget and resource targets. * Confirm or override planning scenarios to reflect changing priorities and finalize portfolio plans. * Track budget details, resource utilization, and over-allocated resources within portfolios. ## Practical Considerations for ServiceNow Customers * Scenario Planning is not supported in Portfolio Workbench, which offers simple or advanced planning but has been deprecated for new customers since the Paris release. * If transitioning from Portfolio Workbench to Scenario Planning for PPM, remove the Portfolio Workbench module to prevent conflicts and data corruption. * Existing demand and project selections in portfolios appear as a default scenario for scenario planning. * Installation is available via the ServiceNow Store, where customers can also find release notes and request apps. ## Expected Outcomes By leveraging Scenario Planning for PPM, portfolio managers can make informed, strategic funding and resource decisions through scenario comparisons. This leads to optimized budget allocation, improved resource utilization, and enhanced ability to track progress against fiscal goals. Customers can expect a more flexible and analytical approach to portfolio planning, though they should consider migrating to the recommended newer workspaces due to deprecation plans. The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources. Important: Starting with Brazil release, Scenario Planning for PPM (com.snc.ppm_scenario_planning) is being prepared for future deprecation. It will be hidden and no longer available for activation but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://hi.service-now.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base. Alternatively, Strategic Planning Workspace (for SPM pro users) or Portfolio Planning Workspace (for SPM standard users) provides the Scenario Planning capability. For details, see [Scenario planning in Strategic Planning](https://www.servicenow.com/docs/alewxx4SKdatoHNer9keOw "Create and evaluate strategic scenarios to explore different planning approaches. Approve the optimal scenario that aligns with the organizational goals and strategic priorities.") or [Scenario planning in Portfolio Planning](https://www.servicenow.com/docs/s9MEzeFoG_cgQEZaqzzJ~A "Create and evaluate strategic scenarios to explore different planning approaches. Approve the optimal scenario that aligns with the organizational goals and strategic priorities."). A scenario is a collection of demands and projects that serves as a planning instance for the selected fiscal year to support funding decisions. Eligible demands and projects in the portfolio are collected into a default or existing scenario of the planning cycle. You use the default or existing scenario as a basis to create additional scenarios. A demand or project can belong to more than one scenario in the current planning cycle but it cannot belong to more than one portfolio. For more information, see [Create planning scenarios](https://www.servicenow.com/docs/PTt4lTKVTLENzaDMXXzFcA "Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year."). ## Impact on portfolio planning using Portfolio Workbench {#portfolio-planning-overview__section_chr_z3h_jlb} Portfolio Workbench does not support a scenario-based portfolio planning. You can plan your portfolio in simple or advanced planning modes. In advanced mode, you can repromote budget plan and create a forecast plan. Starting with the Paris release, the Portfolio Workbench has been deprecated for new customers. For more information, see [Portfolio Workbench](https://www.servicenow.com/docs/0wIg~JN~ggxrYrrhYtid3A "The portfolio workbench provides a central location for viewing a list of associated demands and projects, planning a portfolio, and tracking its progress. Portfolio workbench is deprecated in the Paris release. Portfolio workbench is still available on instances upgraded from a previous release but is not available for new instances."). With scenario-based planning, you can create multiple scenarios, compare them, and confirm or reconfirm a scenario. If you are using the Portfolio Workbench for portfolio planning and want to switch to a scenario-based planning, note the following points: * After installing Scenario Planning for PPM, remove the Portfolio Workbench module and related link from the Portfolio form. The de-activation of Portfolio Workbench is required to avoid conflicts with two methods of planning and data corruption. For more information, see [Enable or disable an application menu or module](https://www.servicenow.com/docs/access?context=t_EnDisableAppMenuOrMod&version=brazil&pubname=brazil-platform-user-interface&ft:locale=en-US). * Use the Portfolio Planning related link or the Portfolio Planning Workbench module to navigate to Portfolio Planning Workbench. * All your existing selections of demands and projects for a portfolio appear as a default scenario when you open the Portfolio Planning Workbench. For more information, see [Create planning scenarios](https://www.servicenow.com/docs/PTt4lTKVTLENzaDMXXzFcA "Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year."). {#portfolio-planning-overview__ul_knk_1zp_jlb} ## Features {#portfolio-planning-overview__section_wz2_bjh_jlb} The Scenario Planning for PPM provides the following capabilities to portfolio managers: * Plan your portfolio based on resource capacity for a single year or multiple years. * Break down your multiple year portfolio planning in smaller planning windows for continuous tracking and planning adjustment. * Allocate budget to demands and projects in your portfolio from Investment Funding. * Create scenario-based plans for portfolios. * Apply filters to refine your list of selected demands and projects in your portfolio. * Experiment with different combinations of demands and projects in planning scenarios. * View details of demands and projects that are not aligned with your strategic goals. * Edit the way demands and projects are funded for each scenario. * Compare different scenarios to assess outcomes of various project and demand combinations. * Confirm a planning scenario that best aligns with your organizational objectives as your current portfolio plan. * Override a previously confirmed planning scenario based on changing priorities and environment. * View budget details such as actual and planned costs, projects, and demands not aligned to goals and strategies, and actual costs for the projects. * View resource utilization and allocation. * View demands and projects with over-allocated resources. {#portfolio-planning-overview__ul_r1y_lyv_blb} * **[Install Scenario Planning for PPM](https://www.servicenow.com/docs/p9jxY9Tf95ZVX~qv90hFCA)** Install the Scenario Planning for PPM application from ServiceNow Store applications. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/r/store-release-notes/sn-store-release-notes.html). * **[Annual and multi-year resource capacity-based planning](https://www.servicenow.com/docs/Uz4TmGW6Vo6Co49u8Lv0yw)** Plan your portfolios using scenarios for a single fiscal year or multiple years after analyzing utilization of resources against available capacity. Include demands and projects in all portfolios or a single portfolio to evaluate, prioritize, and select demands and projects that match your business objectives. * **[Configure the scenario planning type and scope](https://www.servicenow.com/docs/h5IfGwlNG7xowQmURS9e8w)** Configure the scenario planning type and select the scope of portfolios to determine the way you want to plan and work on your portfolios. You can also specify using Investment Funding for funding demands and projects in your portfolios. * **[Set target budget for a fiscal year](https://www.servicenow.com/docs/oLUuIUoRHmxCtJaLinzjCA)** When planning for a portfolio or all portfolios, start by selecting the fiscal period for the demands and projects that you want to work with. You then set the target amounts for both operating and capital expenses of portfolios when Scenario Planning is not integrated with Investment Funding. * **[Create planning scenarios](https://www.servicenow.com/docs/PTt4lTKVTLENzaDMXXzFcA)** Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year. * **[Compare planning scenarios](https://www.servicenow.com/docs/VUroHoffgt9cLOyn7w6k4Q)** Compare various planning scenarios with your current or default plan to assess different combinations of projects and demands in your portfolio for execution. You can perform a what-if analysis and determine the planning scenario that optimally achieves the target budget and uses your resources. * **[Confirm a planning scenario](https://www.servicenow.com/docs/qtBrRH8sfN4oj3JHt_vl0Q)** Select and confirm a scenario to allocate budget and resources for executing the selected demands and projects in a fiscal year. * **[Track the progress of a portfolio](https://www.servicenow.com/docs/FTm328wOQt4gTwSJlrV1YA)** After confirming a scenario to complete planning of your portfolio, track the progress of the portfolio. You can also monitor the status of cost, resource, schedule, and scope for the selected fiscal period or planning window for the portfolio. **Related concepts** * [Legacy portfolio workbench](https://www.servicenow.com/docs/0wIg~JN~ggxrYrrhYtid3A "The portfolio workbench provides a central location for viewing a list of associated demands and projects, planning a portfolio, and tracking its progress. Portfolio workbench is deprecated in the Paris release. Portfolio workbench is still available on instances upgraded from a previous release but is not available for new instances.") * [Portfolio Dashboard](https://www.servicenow.com/docs/6nwvO4ORsa7yb36Cufjq7g "Portfolio Dashboard provides a central location to a portfolio manager to generate different graphical reports of the portfolios.") **Related tasks** * [Create a portfolio](https://www.servicenow.com/docs/w5eBd4c5xF_CEYWFsRbTuQ "Create a portfolio to manage related programs, projects, and demands.") * [Open a portfolio status list](https://www.servicenow.com/docs/r2NUpzte48K4si0MQ5tsVw "Open the status list of a portfolio to see the projects that are included in it.")