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8.17.0
Australia Patch 5, Australia Patch 4, Australia Patch 3, Australia Patch 1, Australia, Zurich Patch 12, Zurich Patch 11, Zurich Patch 10, Zurich Patch 9, Zurich Patch 7, Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama
Standalone Application
Portfolio Planning is an intuitive planning workspace to prioritize, roadmap, and track work. Portfolio Planning provides a planning workspace for traditional portfolio planning to prioritize demands and projects and enables visualizing them on the roadmap to track their progress.
- Plan, track, and course-correct the direction of your work to deliver maximum outcomes using a single workspace
- Improve visibility into your project portfolios and keep stakeholders informed on the work being delivered
- Define your planning process using Organization or Project Portfolio lenses
- Create private or shared views for your filter and column display preferences for the Planning module
Prioritization
- Review the work pipeline using portfolio prioritization before you prioritize work items to build roadmaps
- Analyze the backlog for your organization from a consolidated view
- Group, sort, and stack-rank the planning item from the List view
- Visualize the alignment of work to the entities of other lens hierarchies from the Hierarchy view
- Rank the work items based on numeric and choice-type planning item attributes in descending or ascending order
- Export planning items data of the portfolio plan to Excel/CSV from the Prioritization grid
- Prioritize, roadmap and score programs (pm_program) in a portfolio plan
Roadmap
- View the roadmap of your portfolio in the timeline or a Kanban layout
- Personalize the roadmap by grouping and coloring the bars to communicate the plan to various stakeholders
- Create your private or shared views for your filter and column display preferences
Capacity Planning
- Configure attributes to be used for capacity planning using the planning attributes
- Generate capacity for the teams and different attribute combinations
- Add high-level effort estimates on planning items to create the capacity plans
- Define the set of resources on which you want to create capacity plans
- View the capacity plan by attributes and teams along with the deficit/surplus in one view
Financial planning
- View rolled-up financial costs and benefits data of planning items in the Portfolio plan 'Financials' tab to integrate financial insights into your planning and improve decision-making
- Track the latest forecast, actuals and remaining estimates against the last approved budget for individual planning items and portfolio
- Ability to plan, re-forecast the planned costs, and track actual costs of labor and non-labor cost types for demands and projects
- Capture financial baselines manually or automatically through the scheduler and compare the data between baselines to analyze changes in financial costs over the project execution
- As a portfolio manager, approve budget top down or bottom up to planning items like Demands, Projects by expense type or cost type
- As a planning item owner, compare the latest costs with the approved budget in a detailed view to identify budget over
Scenario Planning
- Create multiple scenarios of the changes to your portfolio plan in a simulation mode to try out different combination of prioritized items and their timelines
- Define portfolio budget as the target and do cost-benefit analysis by trying out different budget combination for the work items
- Compare multiple scenarios to analyze the differences in budget, benefits and trade off decisions made between scenarios and determine the best plan
- Approve the optimal scenario to revise the states, budget and approved dates of live portfolio plan ensuring the creation of an optimal portfolio plan
- View approved scenarios in read only mode for future reference
Collaboration
- Collaborate with stakeholders to plan better by sharing the plan with individuals or a group and converse with them within the plan
Free-form Roadmaps
- Build free-form roadmaps on projects and demands
- Diagnostics for admin persona to identify and fix data discrepancies and validate prerequisite data setup to perform portfolio planning
Dashboards
- Use dashboards to view key data and metrics, enabling you to monitor performance, track progress, and make informed decisions related to planning and execution.
RIDAC
- Track Risks, Issues, Decisions, Actions, and Changes (RIDAC) for planning items from a dedicated L1 menu within the workspace.
- View and manage RIDAC items in a grid with role-based access for viewing and editing.
- Configure the L2 RIDAC menu to view all RIDAC items, project-specific RIDAC, portfolio risks, and program risks.
Demands
- Capture, assess, and prioritize demand requests through configurable playbooks before converting them into work items.
- Track financial estimates, costs, and benefits for demands to support informed funding and approval decisions.
- Summarize demands and identify similar using AI for faster assessment.
- Use Dashboards, with Overview, Financials, and Data Quality tabs, to monitor demand pipeline health and data quality at a glance.
New:
- View the demand summary card on the AI Overview tab of the demand record page when the demand summarization skill is active and accessible.
- View and filter demand data using the Overview, Financials, and Data Quality tabs in Demands Dashboard.
- View and manage cost plans, benefit plans, and baselines from the Financials grid in Demands.
- Switch between the Dashboard and List views in Demands using the breadcrumb navigation.
- View a related list of similar demands on the demand record page for quick access to system-identified matches.
- Explore detailed data directly from the Demands Dashboard widgets using the widget drill-down capability.
- Track Risks, Issues, Decisions, Actions, and Changes (RIDAC) for planning items directly within the workspace using related lists and configurable views on record pages, with role-based access for viewing and editing.
- Use the L2 RIDAC menu to view all RIDAC items, project-specific RIDAC, portfolio risks, and program risks. Note that certain fields are read-only during and after creation.
Changed:
- The portfolio financials page now displays a budget value of 0 for planning items without an approved budget, ensuring accurate variance calculations and eliminating blank values.
Fixed:
- Resolved an accessibility issue where the screen reader announced the value of the Rows Per Page dropdown more than once in Portfolio Planning.
- Resolved an accessibility issue where roadmap keyboard shortcuts appeared as a one-time popup when tabbing through the interface. Shortcuts are now persistently accessible from the side panel.
Removed:
- Removed the % Complete label from demand bars in the Roadmap tab, demand cards in the Kanban tab, and the % Complete column for demand rows in grid and list views, as demands do not support percent complete calculations.
- Removed the standalone demand summarization component from the demand record page in Next Experience for Demand Management. The summary now appears only within the AI Overview tab.
- Required plugins and products: PPM standard required for Project Portfolio lens
- Dependencies: Roadmap UI Builder Component (sn_roadmap), Node map Experience Component (sn_node_map), Agent Workspace App Shell (sn_app_shell_aw), Common Page Templates (sn_uib_base_aw), Goal Framework (sn_gf), Breakdown Grid UI Component (sn_breakdown_grid),Portfolio Planning with PPM , Agile 2.0 and SAFe (sn_align_snow_int), Milestones (sn_milestones), Visual Task Board (sn_vtb), Gantt UI Builder Component (sn_gantt), Kanban Components (sn_knbn_comp), Financials Core (sn_invst_pln)
- Properties that need to be created or set to activate the content pack: N/A
- Affected business rules: N/A
- Affected script includes: N/A
- .jar files that need to get uploaded, if applicable: N/A