---
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


---

# Strategic Planning diagnostics

# Strategic Planning diagnostics {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 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 Strategic Planning diagnostics

Strategic Planning diagnostics in the Zurich release enable ServiceNow customers to run diagnostic scans that identify and resolve configuration errors within Strategic Planning.
These scans help ensure that planning managers have an accurate and consistent setup before prioritizing and roadmapping portfolio plans.
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The diagnostics validate key configuration elements such as lens structures, form and list views, global ranking, portfolio plans, goals, and high-level planning entities. This proactive validation reduces errors and streamlines the planning process.

## Key Features

* **High-Level Planning Diagnostics:** Verify that entities enabled for high-level planning have proper rank configurations, form section views, related list views, and list views. Identify entities missing a global rank and optionally fix them via a Run Fix Script feature.
* **Portfolio Planning Diagnostics:** Validate planning items, goals, and portfolio plans by checking for missing global ranks, assigned entity configurations for goals, and required APW Prioritization, Default, and New form and list views.
* **Workspace View Rules Validation:** Ensure planning items have correct workspace view rules for Default and APW Default views, with guidance on creating missing rules.
* **Goal Relationship Validation:** Detect many-to-many goal relationships for assigned entities and provide a migration job to update goal relationship data appropriately.
* **Portfolio Plan Configuration Checks:** Identify invalid fields in portfolio plan configurations and fix them automatically, as well as verify the validity of portfolio plan configurations across existing plans.

## Practical Benefits for ServiceNow Customers

* Ensure Strategic Planning configurations are complete and consistent across lenses, views, and ranking setups.
* Automatically identify missing or invalid configurations before they impact portfolio planning activities.
* Easily run fix scripts from diagnostic results to correct common issues like missing global ranks or invalid fields.
* Maintain accurate goal relationships and portfolio plan configurations to support effective and reliable planning workflows.
* Follow provided guidance to create or update form views, list views, related list views, and workspace view rules as needed.  
Run diagnostic scans to identify and fix errors in the configuration and other common settings for Strategic Planning before your planning managers prioritize and roadmap work for their portfolio plans.  
Strategic 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
* Goals data
* high-level planning entities
{#strategic-planning-diagnostics__ul_a4j_ft5_4wb}

The following are the default diagnostic scans available for Strategic Planning.

## Strategic Planning diagnostics for high-level planning {#strategic-planning-diagnostics__section_ecb_ckg_cxb}

{#strategic-planning-diagnostics__table_myz_3wj_cxb__entry__2}

| Field | Description |
|-|-|
| Validate Rank configuration for the high-level planning entities | Verifies that entities enabled for high-level planning have a Rank configuration. If this test fails, see [Create rank configuration for high-level planning](https://www.servicenow.com/docs/T0DtHU~I8lT1no08BAQVyA "To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a rank configuration for the global rank column of the table.") to fix failure. |
| Validate Form section views for high-level planning entities | Verifies that all the lens entities that are enabled for high-level planning have the required Form section views. If this scan fails, the result displays the Form section views that are missing for certain entities that are enabled for high-level planning. To learn how to fix these, see [Create form views for planning item tables in Strategic Planning](https://www.servicenow.com/docs/wkT5JEmn16IT40oSFZjZHQ "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 high-level planning entities | Verifies that all the lens entities that are enabled for high-level planning have the required Related list views. If this scan fails, the result displays the Related List views that are missing for certain entities that are enabled for high-level planning. To learn how to fix these, see [Create related list views for planning item types in Strategic Planning](https://www.servicenow.com/docs/TXqXCqsfh4jx4b6~DPOu7A "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 List views for high-level planning entities | Verifies that all the lens entities that are enabled for high-level planning have the required 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/G8_mmrI3HnHnrEP6zYkwqg "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."). |
| Identify high-level planning entities enabled for planning, without a global rank | Identifies the number of high-level planning entities that do not have a global rank. 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. |
[ ]

{#strategic-planning-diagnostics__table_myz_3wj_cxb}

## Portfolio Planning diagnostics {#strategic-planning-diagnostics__ppdiag}

The following are the diagnostic scans available to validate common configuration errors for planning items, goals, and portfolio plans:
{#strategic-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. |
| Check Goal Assigned Entity Configuration for lens entities | Identifies the lens entities for which the goal assigned entity configuration is missing. If this scan fails, the result shows the lens entities that don't have Assigned Entity Configuration. |
| 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/G8_mmrI3HnHnrEP6zYkwqg "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/wkT5JEmn16IT40oSFZjZHQ "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/TXqXCqsfh4jx4b6~DPOu7A "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/UOVjmO61jRVgQgZWx_j3SQ "Define workspace view rules for the form views of new planning item types in Strategic Planning."). |
| Validate the goal relationships for assigned entities | Identifies if there are any m2m goal relationships defined for assigned entities. If this scan fails, the result displays the goals that do have m2m goal relationships any assigned entity table. You can run the Migrate goal relationships for assigned entities scheduled job to migrate the existing goal relationship data from the Goal Relationship \[sn_gf_goal_m2m_relationship\] table to the Goals table. For more information, see [Migrate goal relationships for assigned entities](https://www.servicenow.com/docs/oBMufE9Ny2F1HLPhK3kAzw "Migrate the existing goal relationship data from the Goal Relationship [sn_gf_goal_m2m_relationship] table by running the scheduled job."). |
| 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/UOVjmO61jRVgQgZWx_j3SQ "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. |
[ ]

{#strategic-planning-diagnostics__table_ppcorediag}