Define agile structure in EAP

Add organizational entities and teams to an Enterprise Agile Planning (EAP) configuration so that users can plan work for them in the EAP Backlog and Planning Board.

Before you begin

Activate an EAP configuration.

Ensure that Application Scope of your ServiceNow instance is set to Strategic Planning.

Role required: sn_apw_advanced.eap_admin

About this task

Based on your configuration, add entities such as Portfolios, Solutions Trains, ARTs, and Agile Teams to different team levels of the configuration.

Note:

This task is explained using Full Configuration as an example. Use these steps as guidance to add entities and teams to any other configuration in EAP.

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace.
2. From the Settings menu, select Enterprise Agile Planning > Agile structure.
3. Add a Portfolio by selecting the + icon () next to the configuration name.
   
   1. On the SAFe Portfolio form, fill in details such as name, description and parent portfolio.
   2. Select Submit.
   3. Repeat the action to add as many portfolios as you need.
4. Repeat this action to add other entities to a Portfolio.
   • To a portfolio, add Solution Trains.
   • To a Solution Train, add Agile Release Trains (ART).
   • To an ART, add Agile Teams.

     The teams that you add as Agile Teams must be of the type Agile. If you need new teams or cannot find any existing teams, contact your admin. For more information, see Assignment groups in Agile Development 2.0.