---
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 SAFe

# Portfolio SAFe {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

With Portfolio SAFe, you can align
your organizational goals and strategies with your portfolios, and apply lean and agile principles
to seamlessly manage and deliver your portfolio work.

Portfolio SAFe works at three levels for portfolio managers, product managers, and team members. At the Portfolio level, portfolio managers can capture and prioritize epics in a centralized backlog, and monitor
the progress of epics in a visual task board. An epic is the largest unit of work that has one common objective such as a customer request or business requirement.

At the ART level, product managers can capture, prioritize, and monitor features that are
decomposed from epics. At the Team level, team members can implement stories that are decomposed
from features. To learn more about the levels, see the SAFe Board section below.

To start using the features of Portfolio SAFe, install the Agile - Scaled
Agile Framework - Portfolio SAFe plugin (com.snc.sdlc.portfolio_safe).

## SAFe Board {#portfolio-overview__section_bkh_4jm_nfb}

The table below provides an overview of how you can access the key levels of Portfolio SAFe on SAFe Board.{#portfolio-overview__table_z5l_4jm_nfb__entry__2}

| Level | Description |
|-|-|
| Portfolio | As a portfolio manager, you can plan and monitor activities within a portfolio by accessing the Portfolio level on the Scaled Agile Framework (SAFe)SAFe Board. In addition, you can: * manage the portfolio backlog in a centralized location. * track all the epics of the portfolio and view their transition from one state (lane) to another, in a visual task board. {#portfolio-overview__ul_avl_4jm_nfb} |
| Agile Release Train (ART) | As a product manager, you can plan and monitor activities across teams within an ART by accessing the ART level on the Scaled Agile Framework (SAFe)SAFe Board. In addition, you can: * manage the ART backlog in a centralized location. * define a program increment and identify the features to be completed within that program increment. * perform big room planning. * track all the features of the ART and view their transition from one state (lane) to another, in a visual task board. {#portfolio-overview__ul_bvl_4jm_nfb} |
| Team | As a team member, you can plan and monitor activities within the team by accessing the Team level on the Scaled Agile Framework (SAFe)SAFe Board. In addition you can: * manage the team backlog in a centralized location. * streamline sprint planning and completion activities. * track all stories and view their transition from one state (lane) to another, in a visual task board. {#portfolio-overview__ul_cvl_4jm_nfb} |
[ ]

{#portfolio-overview__table_z5l_4jm_nfb}
* **[Components installed with Portfolio SAFe](https://www.servicenow.com/docs/MCt5~HICJXXRXbpNy9aZRw)**   
  Several types of components are installed with activation of the Agile - Scaled Agile Framework - Portfolio SAFe plugin (com.snc.sdlc.portfolio_safe), including tables and user roles.
* **[Define a portfolio](https://www.servicenow.com/docs/YXs_kZyB~rLyz8zHgK08XA)**   
  From SAFe, define a portfolio which is a group of ARTs working towards a single solution.
* **[SAFe Board---Portfolio level](https://www.servicenow.com/docs/lWUKdkGlrWHIYxrLKNavwA)**   
  As a portfolio manager, you can plan and monitor activities within your portfolio by accessing the Portfolio level on the SAFe Board.

**Related concepts**   

* [Domain separation and Scaled Agile Framework (SAFe)](https://www.servicenow.com/docs/yq7GpqHfh0c1jIUv2cTcpw "Domain separation is supported in the Scaled Agile Framework (SAFe) application. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.")
* [Essential SAFe](https://www.servicenow.com/docs/DNzWg9ke_fp_bU_b0iNhvA "Apply lean and agile principles to your Agile Release Trains and teams, and develop and deliver work with fewer defects in the shortest viable lead time.")
* [SAFe --- Unified Backlog](https://www.servicenow.com/docs/IjyUIr5kWBLHphUbgthtOQ "SAFe — Unified Backlog allows you to maintain a centralized backlog containing records of different task types, such as defects, problems, incident tasks, and stories. It facilitates in prioritizing and sequencing different task type records in one location, saving you steps. It also removes the overhead of converting records to stories.")
* [Performance Analytics Content Pack for Essential SAFe](https://www.servicenow.com/docs/9PUB0nJ09JZ5xUys3HxY3A "Improve your SAFe processes and practices using the Platform Analytics Content Pack for Essential SAFe that contains preconfigured dashboards with data visualizations.")
* [Work Progress Status for SAFe](https://www.servicenow.com/docs/uCp27CUB1tWJ16ITEZOS8g "The Work Progress Status for SAFe application provides you with indicators such as estimated completion date and progress status (green, yellow, red) for your SAFe epics and features.")  
**Related reference**   

* [Business stakeholder role for Essential SAFe and Portfolio SAFe](https://www.servicenow.com/docs/pJAjn3ApS5H8crOs1C2UpA "Use the business stakeholder role to read and retrieve data from any table of the Essential SAFe and Portfolio SAFe applications to generate reports.")

*[\>]: and then


