0
8.8.0
Yokohama, Xanadu Patch 4, Xanadu, Washington DC Patch 8, Washington DC Patch 4, Washington DC
Strategic Portfolio Management - Portfolio Planning is an intuitive planning workspace to prioritize, roadmap, and track work. Portfolio Planning (formerly known as Alignment Planner Workspace) 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.
New:
- Scenario Planning
- Define portfolio budget as the target, and do a cost-benefit analysis by trying out different budget combinations for the work items
- Populate the budget bottom-up from the forecast or enter a top-down budget value to evaluate different budget approval scenarios
- Choose to simulate budget allocation for various time scales like month, quarter, year, or total plan timeline
- Flexibility to do financial planning by capex/opex or at additional granularity by labor, software, hardware, and other various categories
- Visualize the differences in financials between multiple scenarios through the compare scenarios screen
- Auto-populate the approved budget on work items on scenario approval
- Optionally convert the prioritized demands to projects on scenario approval
- Portfolio Plan views
- Create, edit, and switch between views with display preferences such as column selection, grouping, and filtering for portfolio plans
- Ability to create personal views that are private to you, or public views that can be shared with stakeholders who have access to the portfolio plan
- The portfolio plan view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs
- 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.
- Each widget within a dashboard displays key data and metrics and may include visualizations. The default available dashboard is the Execution Dashboard.
- Use the out-of-the-box dashboards or create your own dashboards based on your requirements.
Changed:
- Financial planning:
- View the portfolio target and target balance from the last approved scenario to compare latest budget against the defined portfolio target
- 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