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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Rank planning items

# Rank planning items {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Rank the planning items that are added to the pipeline of your portfolio plan to decide on their priority so that you can start prioritizing work for your portfolio.

## Before you begin

* [Create a portfolio plan](https://www.servicenow.com/docs/dHFMasAMWOnsicM0dqekcA "Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.").
* Ensure that the planning items in the Prioritization tab are sorted by the Rank column in ascending order.
{#rank-and-prioritize-backlog-alignment-planner-workspace__ul_g2b_qkd_gvb}

Role required: sn_align_core.apw_user

## About this task

Important:  
Use the List view to stack-rank the planning items of your portfolio plan.

Within the ServiceNow system, all the planning items are assigned a global rank. Reorder the items in the Prioritization tab to change their rank and update their planning state. If you decide to include a planning
item into your roadmap schedule, mark its Planning State as Prioritized to add it to the roadmap directly from the Prioritization tab.

The Rank column helps you quickly identify the rank of an item relative to the other
items in the backlog. This information is useful to determine the top-ranked items
from a long list of planning items. When there's no custom grouping or sorting, the
planning items are sorted by their rank, and you can reorder the rows.  
Note:  
Reordering of rows is not allowed if the planning items are already grouped or sorted by any other attribute. Remove the grouping or sorting to reorder rows.

## Procedure

1. Navigate to AllStrategic PlanningStrategic Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. From the Prioritization tab, rank the planning items according to your priority by rearranging their order.

   | Choice | Action |
   | Reorder a single planning item | Use the Rearrange rows icon (![Rearrange rows icon.]()) to drag and drop the row to the required position. |
   | Reorder multiple planning items at once | 1. Use the Select row checkbox (![Select checkbox.]()) to select the items that you want to reorder. 2. Use the Rearrange rows icon (![Rearrange rows icon.]()) to drag and drop the rows to the required position. {#rank-and-prioritize-backlog-alignment-planner-workspace__ol_jl4_jxb_zsb} |
   | Reorder multiple planning items using the Rank items option | 1. Use the Select row check box (![Select check box.]()) to select the items that you want to reorder. 2. Select Rank Items. 3. On the Rank items window, assign ranks to the items based on the attributes such as score, planned ROI, and so on, in an ascending or descending order. {#rank-and-prioritize-backlog-alignment-planner-workspace__ol_ilt_4vt_yzb} |
   |-|-|

   {#rank-and-prioritize-backlog-alignment-planner-workspace__choicetable_pfl_vwb_zsb}  
   Repeat this step until the ranking of the planning items align with your business priorities. To get better visibility of data that you need:
   * Sort or group the list by the required columns. See [Personalize the Prioritization view](https://www.servicenow.com/docs/0PbF4aZOtwFYmhU7Ve_WXA "Personalize the List view in the Prioritization page by grouping, sorting, and hiding columns so that you can view the information that is most relevant for planning.")
   * Filter the planning items by applying filters.

   {#rank-and-prioritize-backlog-alignment-planner-workspace__ul_frh_z5y_dyb}  
   Tip:  
   Using the Row context menu (![Row context menu]()), you can also assign the highest and lowest ranks to the planning items using the Move to top and Move to bottom options respectively.

## What to do next

[Prioritize work](https://www.servicenow.com/docs/_8CC3~sfsQyAFVqVc1UugA "Review and prioritize the items of your portfolio plan pipeline to add them to the plan's roadmap so that your teams can start working on them.")

*[\>]: and then