---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Portfolio Planning diagnostics

# Portfolio Planning diagnostics {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Portfolio Planning diagnostics

Portfolio Planning diagnostics in ServiceNow Australia release help you proactively identify and fix configuration errors in your Portfolio Planning setup.
Running these diagnostic scans ensures that planning managers have a correctly configured environment to prioritize and roadmap projects and demands effectively.
Show full answer Show less  

## Key Features

* **Configuration Validation:** Scans validate essential elements such as lens structures, form views, list views, related list views, workspace view rules, global ranking of planning items, and portfolio plan configurations.
* **Default Diagnostic Scans:** Includes scans that identify planning items lacking global ranks, verify the presence of required list and form views (APW Prioritization, APW Default, APW New), and ensure workspace view rules are correctly assigned.
* **Error Identification and Fix Scripts:** When scans detect missing or invalid configurations, they display affected items and provide options to run fix scripts or guide you to related documentation for manual resolution.

## Practical Benefits for ServiceNow Customers

* Ensures that all planning items are properly ranked and visible in prioritization lists.
* Confirms that user interfaces (forms, lists, workspace views) are correctly configured to support portfolio planning workflows.
* Detects and removes invalid fields in portfolio plan configurations, helping maintain data integrity.
* Provides a comprehensive check of each portfolio plan's configuration validity, reducing errors during planning cycles.

## What to Expect

By running these diagnostic scans before your planning managers begin prioritization and roadmapping, you can quickly identify gaps or misconfigurations in your Portfolio Planning setup. Using the scan results and fix scripts, you can resolve issues efficiently, leading to a smoother planning process and more reliable portfolio management outcomes.  
Run diagnostic scans to identify and fix errors in the configuration and other common settings for Portfolio Planning before your planning managers prioritize and roadmap their projects and demands.  
Portfolio Planning diagnostic scans help you find discrepancies by validating the configuration for the following:

* Lens and lens structure
* Form views, list views, related list views, and workspace view rules for planning items
* Global ranking for planning items
* Portfolio plans
{#portfolio-planning-diagnostics__ul_a4j_ft5_4wb}

The following are the default diagnostic scans available for Portfolio Planning.

## Portfolio Planning diagnostics {#portfolio-planning-diagnostics__ppdiag}

{#portfolio-planning-diagnostics__table_ppcorediag__entry__2}

| Name of the scan | Description |
|-|-|
| Identify planning items without a global rank | Identifies the number of planning items on the Prioritization List page, for which the global rank is not populated. If this scan fails, the result shows the planning items that do not have a global rank. Click Run Fix Script to populate a global rank to items for which this field is empty. |
| Validate List views for planning items | Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization and APW Default List views. If this scan fails, the result displays the List views that are missing for certain planning item tables. To learn how to fix these, see [Create list views for planning item tables in Strategic Planning](https://www.servicenow.com/docs/DubRucLtASIZN0tWjhTtFQ "For every new planning item table that you create, you must create the necessary list views. You can also customize the views for existing planning items."). |
| Validate Form section views for planning items | Verifies that all the planning items that can be added to portfolio plans have the APW Prioritization, APW Default, and APW New form views. If this scan fails, the result displays the Form section views that are missing for certain planning item tables. To learn how to fix these, see [Create form views for planning item tables in Strategic Planning](https://www.servicenow.com/docs/nZ0q4Q1v6kxKaUjkSRzPyA "For every planning item table that you create, you must create the necessary form views. You can also customize the views for existing planning items."). |
| Validate Related list views for planning items | Verifies that all the planning items that are allowed on portfolio plans have the APW Default Related list view. If this scan fails, the result displays the Related list views that are missing for certain planning item tables. To learn how to fix these, see [Create related list views for planning item types in Strategic Planning](https://www.servicenow.com/docs/57CCiAffOZNcZjlb3Q8Wjg "For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items."). |
| Validate Workspace view rule for Default view of planning items | Verifies that all the planning items that are allowed on portfolio plans have the Default view's workspace view rule. If this scan fails, the result displays the Default view rule is missing for certain planning item tables. To learn how to fix these, see [Create workspace view rules for planning item forms in Strategic Planning](https://www.servicenow.com/docs/k8uNAkw5DYVYzF5AMlQ2QQ "Define workspace view rules for the form views of new planning item types in Strategic Planning."). |
| Validate Workspace view rule for APW Default view of planning items | Verifies that all the planning items that are allowed on portfolio plans have the APW Default view's workspace view rule. If this scan fails, the result displays the APW Default view rule is missing for certain planning item tables. To learn how to fix these, see [Create workspace view rules for planning item forms in Strategic Planning](https://www.servicenow.com/docs/k8uNAkw5DYVYzF5AMlQ2QQ "Define workspace view rules for the form views of new planning item types in Strategic Planning."). |
| Validate invalid fields in the Portfolio Plan configuration | Finds any invalid fields in the portfolio plan configuration records for all existing portfolio plans. If this scan fails, click Run Fix Script to remove the identified invalid fields. |
| Validate Portfolio Plan Configuration for all the portfolio plans | Verifies if each existing portfolio plan created in your instance has a valid portfolio plan configuration. |
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{#portfolio-planning-diagnostics__table_ppcorediag}