Prioritizing work using Portfolio Planning Workspace

Use the Prioritization feature of the Portfolio Planning Workspace to add, update, and rank planning items so that you can prioritize the right work for the right time.

Prioritization views Prioritization page in Portfolio Planning represents your backlog, showing the items of your work pipeline in a list and hierarchy views. See Work prioritization in Portfolio Planning for an overview of these views.

Note: The Prioritization feature is available only for portfolio plans.

Prioritization features In each of these views on the Prioritization page, you can perform the following actions: Add new planning items

Add new items to your backlog directly from the Prioritization page. The type of planning items that you can create here depends on your portfolio plan configuration. See Add planning items to Prioritization page in Portfolio Planning Workspace .

Update planning item details

You can edit details of the planning items, add attachments, and collaborate on them with the stakeholders directly from the Prioritization page views to enable smoother real-time backlog grooming.

See Update planing item details from Prioritization page in Portfolio Planning Workspace .

Open the planning item in the Execution app

If you're using ServiceNow PPM, Agile Development 2.0 , or SAFe applications to execute the planned work, you can open the planning items in their own application. For example, if your planning item is a project, you can navigate to the project form, project planning console, or project status report directly from the Prioritization page.

Personalize the Prioritization page view

Change the way that the Prioritization page is displayed so that you can view the information in the format that you need. See Personalizing Prioritization page views in Portfolio Planning Workspace .

All settings, such as row and column personalization, grouping, and sorting, are saved as the portfolio plan preferences. So, these settings are applied to all the users or user groups that the portfolio plan is shared with.