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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Portfolio Planning diagnostics

# Portfolio Planning diagnostics {#ariaid-title1}

* Release version: Yokohama
* 
* 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 Yokohama release provide automated scans to identify and correct configuration errors before planning managers prioritize and roadmap projects and demands.
These diagnostics validate critical settings such as lens structures, form and list views, workspace view rules, global rankings, and portfolio plan configurations to ensure smooth portfolio planning operations.
Show full answer Show less  

## Key Features

* **Global Rank Validation:** Detects planning items lacking a global rank on the Prioritization List and offers an automated fix to populate missing ranks.
* **List View Validation:** Confirms that planning items have the required APW Prioritization and APW Default list views, highlighting missing views and guiding how to create them.
* **Form Section View Validation:** Ensures planning items include APW Prioritization, APW Default, and APW New form views, identifying gaps and referencing corrective steps.
* **Related List View Validation:** Checks for the presence of APW Default related list views on planning items, reporting missing views and providing instructions for remediation.
* **Workspace View Rule Validation:** Verifies planning items have the Default and APW Default workspace view rules, pinpointing missing rules and linking to configuration guidance.
* **Portfolio Plan Configuration Validation:** Finds invalid fields in portfolio plan configurations across all existing plans and enables automatic cleanup via fix scripts.
* **Portfolio Plan Existence Validation:** Confirms each portfolio plan in the instance has a valid configuration setup.

## Practical Benefits

Running these diagnostics before portfolio planning activities ensures configurations are complete and consistent, preventing errors that could disrupt prioritization and roadmapping. Automated fix scripts accelerate remediation of common issues, reducing manual troubleshooting efforts. ServiceNow customers can confidently prepare their portfolio environment for effective planning, improving accuracy and efficiency in managing demands and projects.  
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/KwZBKxN77chIlinA1FsR7A "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/9T5eCVlg5otOWIlAOnlhvQ "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/W1OKeDerTpQaaM_MExNiNw "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/nsH7V0vO1o0kAtrC541NhA "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/nsH7V0vO1o0kAtrC541NhA "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}