Create or update a configuration in EAP

Release version: Zurich

Updated July 31, 2025

2 minutes to read

Define your own Agile configuration or update an existing configuration in Enterprise Agile Planning (EAP).

Before you begin

Set the Application Scope of your ServiceNow instance to Strategic Planning.

Role required: sn_apw_advanced.eap_admin

Navigate to Workspaces > Strategic Planning Workspace.
From the Settings menu, select Enterprise Agile Planning > Configuration.
Choose to create a configuration or update an existing one.
- To create, select New configuration.
- To update, select Edit from one of the available configurations.

On the form, fill in or update the fields.

Table 1. New configuration form
Field	Description
Configuration name	Name to identify the configuration.
State	State of the configuration. The default value for this field is Inactive. Change it to Active to make it available to use for your Agile teams in Enterprise Agile Planning.
Sync with Agile Development	Select this option to sync iterations such as Planning Intervals and Sprints with Agile Development 2.0. For more information, see Integration between EAP and Agile Development 2.0. If your team is of the Kanban type, you can leave this option unselected.

Select the work item types to be available within this configuration.
Only the work item types that you enable here are available for your Agile teams in the Backlog and Planning board.
Select the team levels that you want to have in your configuration.

Based on the team levels that you enable here, you can add only those entities to your Agile structure. For example, if you didn’t enable Solution Train team level in the configuration, you can’t add any solution trains to your Agile structure and you can’t plan work for any solution trains from the Backlog or Planning board.
Select the default work item type to be available at each team level and its planning calendar.

Scrum teams with a regular cadence

Planning calendars can be set only for Agile Release Trains (ARTs) and Agile Teams and the planning calendar types available by default are Planning Interval and Sprint. If you want a different calendar, create one. See Create a planning calendar in EAP.

Kanban teams

If your team operates in a Kanban style, which is a continuous workflow structure without any regular planning interval schedule, you can set the Planning calendar fields to None.
Select Save.

If you have updated the planning calendar selection for any active configuration that has teams associated with it, update the relevant dashboard configuration too. This action ensures that the metrics displayed for those teams are accurate. See Updating dashboards for planning calendar changes in EAP.
Activate an EAP configuration