Rank planning items

Rank the planning items that are added to the pipeline of your portfolio plan to decide on their priority so that you can start prioritizing work for your portfolio.

시작하기 전에

• Create a portfolio plan.
• Ensure that the planning items in the Prioritization tab are sorted by the Rank column in ascending order.

Role required: sn_align_core.apw_user

이 태스크 정보

중요사항:

Use the List view to stack-rank the planning items of your portfolio plan.

Within the ServiceNow system, all the planning items are assigned a global rank. Reorder the items in the Prioritization tab to change their rank and update their planning state. If you decide to include a planning item into your roadmap schedule, mark its Planning State as Prioritized to add it to the roadmap directly from the Prioritization tab.

The Rank column helps you quickly identify the rank of an item relative to the other items in the backlog. This information is useful to determine the top-ranked items from a long list of planning items. When there’s no custom grouping or sorting, the planning items are sorted by their rank, and you can reorder the rows.

주:

Reordering of rows is not allowed if the planning items are already grouped or sorted by any other attribute. Remove the grouping or sorting to reorder rows.

프로시저

1. Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. From the Prioritization tab, rank the planning items according to your priority by rearranging their order.

   Choice	Action
   Reorder a single planning item	Use the Rearrange rows icon () to drag and drop the row to the required position.
   Reorder multiple planning items at once	Use the Select row checkbox () to select the items that you want to reorder. Use the Rearrange rows icon () to drag and drop the rows to the required position.
   Reorder multiple planning items using the Rank items option	Use the Select row check box () to select the items that you want to reorder. Select Rank Items. On the Rank items window, assign ranks to the items based on the attributes such as score, planned ROI, and so on, in an ascending or descending order.

   Repeat this step until the ranking of the planning items align with your business priorities. To get better visibility of data that you need:

   • Sort or group the list by the required columns. See Personalize the Prioritization view
   • Filter the planning items by applying filters.

   팁:

   Using the Row context menu (), you can also assign the highest and lowest ranks to the planning items using the Move to top and Move to bottom options respectively.

다음에 수행할 작업

Prioritize work