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- Simple centralized interface to access financials
- Use the centralized interface for financials to manage expense lines and cost plans from the side panel for Agile entities and your planning items.
- Forecast and track labor costs for epics.
- Forecast and modify planned costs using the inline editing feature.
- Generate labor costs for Agile entities depending on the attribute-based resource assignments.
- Generate and report the attribute-based labor costs for demands based on the new resource assignments capability.
- Create baselines to capture the snapshot of financial costs manually or by using a scheduler to track the changes in project financials over time.
- Use the baseline comparison view to compare the latest financials with a baseline or any two baselines to easily analyze the variance in costs.
- Forecast the financial estimates for Agile epics using the new financials section on the Details tab.
- Comprehensive view of resource capacity allocations
- View the capacity allocation by generating the resource capacity.
- View the capacity allocation for your planning items by setting capacity attribute filters.
- View comprehensive capacity details on the Capacity Planning page for your planning items.
- Use filters to view the resource capacity for planning items with different planning state, type, priority, status, and so on.
- Easily understand the overutilized resource capacity using the resource overutilized icon (
![Rescource overutilized icon.]() ).
- Identify the planning items or resource groups with no resource allocation using the resource assignments unavailable icon (
![Resource assignments unavailable icon.]() )
- Work on resource mapping for the planning items with actual dates using the work in progress icon (
![Work in progress icon.]() ) against the Gantt chart bar.
- Scoring in Strategic Planning
- Score items to priorities and rank them based on a defined framework that is based on your requirements.
- Assign a scoring framework for your portfolio plan. You may also customize or create a scoring framework based on your business needs.
- Rank your items based on the scoring attributes.
- Managing Feedback in Strategic Planning
- Eliminate sifting through various channels by capturing feedback, suggestions, and concerns related to the product in a central repository. Convert the feedback into planning items that can be prioritized, planned, and
implemented.
- Analyze trends and identify the top tags and customers to gain valuable insights. View statistics and take corrective actions on customer feedback.
- Incorporate customer feedback by creating demands, epics, or projects from feedback or a product idea in the Feedback module.
- Submit feedback directly from Microsoft Outlook email.
- Collect ideas as feedback by integrating the Idea portal with Feedback.
- Collaborate on documents related to a product idea, feedback, or planning item through the Docs component.
- Personalize the feedback or product idea page using filters to enable your customers to quickly find and engage with feedback or product ideas that are the most relevant to their
interests.
- Link feedback or product ideas directly to non-planning items to address customer concerns promptly in a central location and to ensure that every input is considered when making
decisions.
- Enable rough prioritization of work using MoSCoW
Create a baseline of priorities to use when grooming and prioritizing work for your portfolio by categorizing planning items using the Must have, Could have, Should have, or Won't have (MoSCoW) values in the List and
Hierarchy views of the Prioritization tab. - Make quick edits in the Hierarchy view of high-level portfolio plans
Improve focused planning by using an editable Hierarchy view for high-level portfolio plans. Make inline edits to item details such as Priority, MoSCoW, and others. Update the approved dates of an item in the timeline using
the drag functionality. - Experience a consistent data set in Prioritization or Roadmap
Apply quick filters to all the views of the Prioritization or Roadmap tabs at once so that you can view a consistent data set for your portfolio plan.
These filters are persistent so that you can view the same data set and continue your planning even when you log back in. - Show or hide parent entities in the Hierarchy view
Get a more comprehensive view of how work is aligned by enabling the display of all parent entities in the Hierarchy view of the Prioritization tab, even those entities with no planning items
associated with them. - Enhancements to goal management in Strategic Planning
- Enhanced Goals module UI: Use the enhanced UI for more actionable insights on goals and targets within a portfolio plan.
- The Dashboard tab (formerly the Overview tab) provides more actionable insights on goals and targets.
- The List tab hides downstream and upstream goals enabling you to focus on only the goals and targets of a particular portfolio plan.
- The Hierarchy tab displays the goals of the parent entities of the portfolio plan entities with the goals and targets of the portfolio plan enabling you to more simply plan and align your
portfolio plan goals with the goals of the parent entities.
- Set quarterly or yearly breakdowns for a target:
- Set quarterly or yearly breakdowns for your long-term targets to easily track and update the actuals in quarterly intervals.
- Manage the targets of your goals cumulatively over quarterly or yearly intervals to easily track and update the actuals for both short-term and long-term targets by setting the
Cumulative field to true on the Target form.
- Define the sn_gfa.target_breakdown_decimals system property to set the desired number of decimals to be visible on the target breakdown values.
- Qualitative targets: Set qualitative targets for your goals by setting a unit of measure of the qualitative target type.
- Additional user roles to access the workspace
- Use the new roles to view or manage your resource capacity, financials, portfolio plans, and free-form roadmaps:
- Goal management roles:
- sn_apw_advanced.spw_goal_user_read - Read access to view goals.
- sn_apw_advanced.spw_goal_user - Edit access to create and manage goals.
- Product feedback roles:
- pf_user - Edit access to create and manage feedback and product ideas.
- pf_read - Read access to view feedback and product ideas.
- pf_basic - Edit access to create and manage feedback and product ideas in product feedback but doesn’t provide access to product feedback from the Strategic Planning workspace.
- Capacity Planning roles:
- sn_align_ws.spw_capacity_user - Edit access to generate capacity planning.
- sn_align_ws.spw_capacity_read - Read access to view capacity planning.
- Financial planning roles:
- sn_align_ws.spw_financial_user - Create cost plans and expense lines for planning items.
- Portfolio planning roles:
- Portfolio plan enhancements
- Take advantage of the portfolio plan enhancements to save your time while you manage your portfolio plans and roadmaps:
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- Enterprise Agile Planning in Strategic Planning
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- Support multiple agile teams and their scaling needs within a single instance using flexible work and team hierarchies.
- Plan, visualize, and track work across teams with insights into dependencies using the Planning Board tab for each team.
- Prioritize work items and schedule them into iterations such as Planning Intervals or Sprints using the Backlog tab for each team.
- Upgrade your Agile configuration to align with the evolving needs of your organization.
- Get insights into team progress, velocity trends, and alignment of work to overall organizational goals using configurable dashboards.
- Feedback or Product idea list view enhancements
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- Use inline editing to allow real-time updates and modify feedback or product idea details.
- Edit multiple rows at once and eliminate the need to modify each record individually.
- Product feedback enhancements
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- Understand the popularity of feedback using Votes field and prioritize the feedback to make informed decisions. These votes are directly received from the idea portal.
- Identify and prioritize feedback with the Importance field on feedback records and make informed decisions based on the feedback.
- Create feedback filters in Strategic Planning
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- Group and sort feedback with feedback filters.
- As a product manager, create and organize product feedback based on filter criteria, and focus on feedback that is important to you.
- Plan efficiently with additional pre-defined lenses
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- Using the Business Capability lens, enterprise architects can plan, prioritize, and roadmap the work in the Strategic Planning Workspace based on the business capabilities and business applications by aligning with the strategy.
- Using the Project Program lens, program managers and portfolio managers can plan, prioritize, and roadmap work in programs.
- Tagging planning items
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- Add tags to your planning items to categorize them based on your requirement. Any tagging additions or removals made to a record are automatically synced across all views in the Planning page and the Scoring page.
- Filter the planning items by the assigned tags.
- Use inline editing in the List view of the Prioritization tab when adding and removing the tags to your planning items.
- Planning enhancements
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- Quickly view and manage the item details from the side panel using the Preview record icon (
![View item details icon.]() ) in the List view of the Prioritization tab and the Scoring page.
- The type of planning item is displayed on the item’s details page so that you can identify what the item is, such as a demand or a project.
- When creating a planning item, the Planned start date field and the Planned end date field are populated automatically with the Approved start date value and the Approved end date value respectively.
- Prioritization enhancements
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- Assign the highest and lowest ranks to the planning items using the Move to top option and the Move to bottom option respectively from the row context menu icon (
![Row context menu icon.]() ).
- Delete planning items using the Delete option from the row context menu icon (
![Row context menu icon.]() ).
- Goal management enhancements
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- Track how current and future work contribute to meeting a primary or non-primary target by associating the target with work items. When you create a primary goal or target relationship with an item that already has a
primary relationship, the existing association becomes a non-primary and a new primary relationship is created.
- Associate multiple planning items at a time to a goal or target from the enhanced Align work model, the item’s side panel, or the item’s full details page. You can also remove the existing association with the goal or
target from the side panel or full details page of the goal or target.
- View and manage an association between a planning item and a goal or target using the View aligned work option in the row context menu icon (
![Row context menu icon.]() ). The Aligned work tab introduced in an item’s side panel helps you add or remove an association between work items and a goal or target
- Search the aligned work items of the goal or target from the item’s side panel by the name, owner, or type of the work items.
- The list of goals and targets appear in the expanded mode by default in both the List view and the Hierarchy view so you can view all goals and targets in a hierarchical manner when accessing the page.
- The user preferences are saved automatically to retain the customizations, such as to view or hide columns and the width of the columns, so that you don’t need to set your preferences the next time you access the Goals
page.
- When creating a target, the Contributors field on the Target form is automatically populated with the contributors of its goal.
- Run the Create Goals Demo Data with Target Breakdowns scheduled job to create a target breakdowns demo data for the targets.
- For cumulative targets with the breakdown interval set to Quarterly and Yearly, the Target values are populated automatically for each quarterly and yearly breakdown respectively. For example, for a cumulative target created to achieve $10M in the year 2024, the target breakdowns Q1-24, Q2-24, Q3-24,
and Q4-24 are created with the Target values $2.5M, $5M, $7.5M, and $10M respectively.
- Financial planning for planning items
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- Customize widgets to view the financial details, such as allocated budget, EAC, Variance, a breakdown of planned costs, and actuals to date by cost type.
- Export Costs or Baseline comparison information as Microsoft Excel or CSV formats. Use these files to share the financial performance of your planning items to relevant business stakeholders, even if they don't have access to your ServiceNow instance.
- Create expense lines to capture any unplanned costs to meet your work requirements without associating them to any forecasted planned costs. For more information, see Add or edit expense lines.
- Delete any de-scoped cost plans using the row context menu icon (
![Row context menu icon.]() ) to manage your financials.
- Save your preferences to retain the customizations you have made, such as viewing or hiding columns and viewing time scope.
- Scoring enhancements
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- Apply filters on the Scoring page to view the required data set. These filters are saved as your preferences. This also helps you view the same data set and continue your planning when you log back in.
- When a demand is converted to a project, the score and rank of the item are automatically copied to the newly created project.
- Export data of portfolio plan items from Scoring or Prioritization
- Export data of your portfolio plan items from the Scoring page or the List view of the Prioritization tab into a Microsoft Excel or CSV file. Share the data and collaborate with your business stakeholders. If the filters are applied on the view, the filtered data is exported.
For more information, see Export planning items data from Scoring to Excel or CSV and Export data of portfolio plan items from Prioritization to Excel or CSV.
- Strategic Planning with PPM, Agile 2.0, and SAFe
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- The Program field has been added to all planning item tables and the Program and Portfolio fields have been added to the Epic [rm_epic] table to
support the Project Program lens.
- Enable the Sync tags option on the Table Map form for each planning item table to synchronize the tags from alignment to the execution tables and vice versa. By default, the value is set to true.
If there are any existing tags, the tags are automatically synced from alignment to the execution tables and vice versa. For more information about the Table Map form, see Table map form.
- The Flow type mapping for planned dates of the Demand [dmn_demand] table is updated to both alignment to execution and execution to alignment.
- Operation work in Capacity Planning
- Create operation resource assignments for your group and view the updated capacity in Capacity Planning view.
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- Show or hide features for your portfolio plan
- As a portfolio manager, show or hide the features, such as Goals, Scoring, Prioritization, and Roadmap, of your portfolio plan. This capability helps you share only the portfolio plan data that matters to your stakeholders
and restrict access to the other data.
- Goal management enhancements
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- Create daily, weekly, or monthly target breakdowns according to how often you want to update and track the progress of the target. The target breakdowns are created based on the value selected in the Check-in
frequency field. For example, if you select Monthly in the Check-in frequency field for a target spanning a year, then 12 monthly target breakdowns are
created.
- Updating actuals for a target has been simplified with an enhanced UI:
- In the Check-in actuals window on the Progress tab of the target’s side panel, update the actual value of any time period or breakdown.
- In the Progress tab of the target’s side panel, view the trend of the target’s progress in a line or bar graph. You can also edit the planned target and view the check-in history of the target
actuals.
- When creating a target, the Target breakdown details section of the Target modal shows the planned target values for each target breakdown in a tabular format, which helps you visualize the final
target value spread across the target’s time period.
- On the Target form, use the Baseline reference field to compare future target performance with the actual value that was achieved in the last year or before the target was created.
- Add targets to a new goal using the Save and add target option on the Goal modal. Also, you can use the Save and add new target option to add more targets for the goal.
- Run the Create Goals Demo Data with Target Breakdowns scheduled job to create demo data with goals and target breakdowns. For more information on this scheduled job, see Create goals demo data with target breakdowns.
- Create a copy of a goal or target using the Duplicate option from the row context menu icon (
![Row context menu icon.]() ). For more information, see Create a copy of a goal or target.
- Activity stream is enabled for the targets and goals in the full details record page.
- Planning enhancements
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- Filter planning items in the Prioritization page and roadmap bars in the Roadmap page with multi-value fields, such as tags, business applications, and business capabilities.
- In the Child items related list of an EAP planning item, view child items associated with the epic in EAP.
- When you view a portfolio plan, you can copy a portfolio plan that you don't have edit access to and edit the plan as needed. For more information, see Copy a portfolio plan.
- Now Assist in Strategic Planning
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- Generate a summary of selected text on Docs using the Planning item Gen AI Docs skill. You can summarize, elaborate, and shorten the selected content on Docs.
- Summarize a large volume of feedback using the multi feedback summarization skill on the Feedback page.
- Create a demand within the Employee Service Management (ESC) portal using the Now Assist conversational catalog creation capability.
- Summarize the complete content of a document with the Planning item Gen AI Docs skill to help save time on manual content analysis.
- Collaborate using Docs
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- Store the information of key artifacts and other details of planning items, such as Epics, Capabilities, and Features, directly from within the workspace.
- Manage team-level documentation for Agile team, ART, Solution Train, and Portfolio.
- Create multiple rich-text documents at each planning item level or Agile team level.
- Help avoid data loss and parallel editing with real-time collaboration.
- Tag team members to their action items.
- Insert media and URLs.
- Docs for planning items
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- Store the information of key artifacts and other details of planning items, such as Demands, Projects, and Epics, directly from within the workspace.
- Create multiple rich-text documents at each planning item level.
- Help avoid data loss and parallel editing with real-time collaboration.
- Tag team members to their action items.
- Insert media and URLs.
- Migrate from SAFe
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Transition from Scaled Agile Framework (SAFe) applications, such as Essential SAFe and Portfolio SAFe, to EAP. Use the Guided Setup module in the Strategic Planning application to execute your migration step by step.
This migration is intended to be one-time only. Initiating the migration again later while continuing to use SAFe applications with EAP won't carry any changes made to the SAFe records that are already migrated.
- Override the default planning calendar for Agile Teams
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For Agile Teams and Agile release trains (ARTs), the Override planning calendar field enables team members to change their planning calendar. The updated calendar is automatically applied to any child
teams and takes effect at the beginning of the next iteration.
- Persistence of personalization settings for the EAP PI planning board
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Personalization of the settings made in the PI planning board for a team type are applied across the workspace according to user, team type, and work item type. For example, settings applied to one ART, such as enabling the
Dependencies toggle, Team backlog lane, or compact cards, are applied to all ARTs in the workspace for a user.
- Optimize planning using scenario planning
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- Create scenarios in a simulated environment and adjust the prioritization and timelines of planning items.
- Check the alignment of planning items with goals to verify the delivery of strategic outcomes.
- Visualize the differences between goal alignment and trade-off decisions between scenarios by comparing scenarios side by side.
- Approve the best scenario as the live portfolio plan for execution and making informed decisions.
- Export goals and targets data to Excel or CSV
- Export goals and targets from your portfolio plan into a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders.
- Export a roadmap or free-form roadmap to PowerPoint
- Export a roadmap or free-form roadmap from a portfolio plan into a Microsoft PowerPoint file to share data and collaborate with your business stakeholders. The predefined template helps you generate reports for your roadmap, including roadmap milestones, item milestones,
vertical lines, and horizontal lanes.
You can export a roadmap for the maximum tenure of lanes a year at a time. You can also choose between Compact mode, which exports 25 horizontal lanes per slide, or Default mode, which
exports 15 horizontal lanes per slide, when exporting your roadmap. You can select the data that you want to be exported into the report by editing the predefined templates or creating your own branded template. For
more information, see Create a Microsoft PowerPoint template.
- Plan at a high level using the Project Program lens
- Plan at a high level by building portfolio plans for program [pm_program] items using the Project Program lens. Score and prioritize the programs and track them using roadmaps.
- Feedback enhancements
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- Manage the feedback filter card directly from the feedback homepage by sorting, pinning, sharing, updating, or deleting it.
- Allow access to specific users or groups when sharing the feedback filter card, and review the users who have access to it.
- Financials in Strategic Planning
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- Migrate the existing planning items budget from the classic UI to Next Experience using the Migrate Budget option.
- As a portfolio manager, allocate and manage the budget of your planning items using the Budget vs cost view.
- As a project manager, compare a budget to the captured costs of your planning items and reforecast the planned costs to meet the approved budget.
- Compare financial baselines to view simple financials and budget.
- View the cost plans, expense lines, and financial baselines of sub-projects using the Financial view of a parent project.
- Widgets in the Cost view of parent projects display the rolled-up value of the planned costs, expense lines, budget, and variance.
- Create custom labor cost types and map them with a unique sys_id to generate labor costs.
- Capacity Planning in Strategic Planning
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- Select a primary attribute to auto-select the resource criteria based on the planning items in the portfolio.
- Automatically generate resource capacity using a scheduled job at your desired cadence.
- View only prioritized planning items in the bottom tray of the Capacity Planning screen.
- View the total capacity, estimate, and available efforts of a resource using the heatmap view.
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