Xanadu |
- Show or hide features for your portfolio plan
- As a portfolio manager, show or hide the features, such as 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.
- Planning enhancements
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- Filter planning items in the Prioritization page and roadmap bars in the Roadmap page with multivalue fields, such as tags, business applications, and business capabilities.
- As a portfolio plan viewer, 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.
- 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 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 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. Prioritize the programs and track them using roadmaps.
- Docs for planning items in Portfolio Planning
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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.
- Financials in Portfolio Planning
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- Migrate the existing budget for planning items 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 budgets.
- 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.
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Yokohama |
- View financial data of your planning items at the portfolio level
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- View the rolled-up financial costs and benefits data of your planning items Epics, Demands, and Projects at the portfolio level for different time scales and ranges.
- View the financial values such as the Budget, Planned cost, Variance, Actuals, and Remaining Estimates of your planning items by expense type or cost type.
- View the Forecasts, Actuals, and Variance of your planning items for monetary benefits.
- View the financial data of the planning items while creating multiple prioritization scenarios to promote efficient use of budget and to help increase ROI.
- Create and manage financial scenarios of planning items
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- Optimize your portfolio by creating financial scenarios to validate and arrive at a profitable outcome.
- Plan and manage the budget of the planning items in a simulation mode for efficient financial planning and to help prevent overspending.
- Manage prioritization and budget allocation of the planning items to meet business priorities.
- Compare financial scenarios and automatically allocate the planned budget from approved scenarios to planning items.
- Enable a budget allocation property to analyze finances in scenario planning and take effective decisions using data-driven insights.
- Dashboards for data analysis and decision-making
- Consolidate key data and metrics from multiple sources onto dashboards, enabling you to monitor performance, track progress, and make informed decisions related to planning and execution.
You can create, edit, and copy a
dashboard, customizing as needed. Add widgets to a dashboard to display key data, metrics, and visualizations. You can also share dashboards to collaborate with the business stakeholders who have access to the portfolio
plan.
- Create and share views for portfolio plans and free-form roadmaps
- Create, edit, and switch views in portfolio plans and free-form roadmaps using display preferences. You can create personal views that are private to you or public views that can be shared with stakeholders who have access.
Portfolio plan display preferences include column selection, grouping and filtering. Free-form roadmap preferences include grouping, milestones selection, dependencies selection, and tracking mode. The portfolio plan view
saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs. Note: Portfolio plan views are available only for the Planning module and are supported in live mode, but not in scenario
mode.
- Real-time collaboration for Planning item Docs
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Edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of editors on the page. You can choose to show or hide these indicators.
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Zurich |
- Roadmap enhancements
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- Create custom themes for your roadmap bar colors to align with your organization’s standards.
- Experience consistent roadmap bar colors for choice list attribute values across all portfolio plans.
- View the roadmap-level milestone row while scrolling down the Roadmap page.
- Use different icons to distinguish item-level milestones.
- Dynamic data linking in Docs
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Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records. For example, if you add a reference to a Project record, the reference will show the latest
field information of the project in Docs without requiring manual edits. Clicking the project reference opens up the project form so that you can view the full details of the project record and make any necessary changes.
Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of an Incident record.
You can add references from any ServiceNow table you have access to, with no setup or configuration needed, thereby eliminate the hassle of switching between applications to copy and paste data from various records into Docs.
- Scenario planning enhancements
- With the sn_align_core.apw_admin role, you can enable or disable the scenario planning feature. The sn_align_ws.is_scenario_planning_disabled system property allows you to enable or disable the scenario
planning feature.
- Quick filters enhancements
- Apply filters using string-type and Boolean field values across the Planning page to view the required dataset. These filters are saved as part of your user preferences, enabling you to access the same filtered data when you
log back in and continue your planning seamlessly.
- Financial enhancements
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- View only the planned costs of your planning items to track the total cost of projects or demands.
- Use Display mode to switch between focused views to better plan and track the financials of your planning items.
- Manage the planned and actual monetary benefit plans for your projects to identify the financial performance of your project using the Cost and benefits screen.
- Use multicurrency to view and manage financial records of the project in Investment currency, which can be different from your functional currency. Manage multiple financial records such as
planned and actual expenses, planned and actual benefits, and so on.
- Generate and track labor cost for sub-projects, based on the resource assignments of your sub-projects and planning items such as features and capabilities.
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