0
8.15.0
Australia Patch 3, Australia Patch 1, Australia, Zurich Patch 10, Zurich Patch 9, Zurich Patch 7, Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama, Xanadu Patch 9, Xanadu Patch 4, Xanadu
Standalone Application
Strategic Portfolio Management - 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.
- New
- Use the Planning item lens to plan, prioritize, and roadmap work directly with planning items, without configuring organization structure, programs, portfolios, or products.
- Added partition support for project and demand planning item tables.
- View additional status attributes — cost, resource, schedule, and scope — for planning items in Portfolio Planning Workspace. For project planning items, these attributes are synced automatically from the latest published project status report.
- Make a portfolio plan public and share the copied link with Portfolio Planning Workspace users, without inviting them individually or as a group.
- Fixed
- Fixed an issue where the Kanban filter stopped working after upgrading to Zurich.
- Fixed an issue where Demand Type incorrectly defaulted to "Project" when the Category was set to "Operational."
- Fixed an issue that caused a roadmap bar to fail to render when the work item's owner was an inactive user.
- Fixed an issue where the roadmap appeared empty when navigating to Portfolio Planning via "View Roadmap" from the EA Workspace.
- Fixed an issue where the Select Lens option was missing in Hierarchy when the project portfolio lens was set to inactiv
- Fixed an issue where users could see a Portfolio's name without having access to that Portfolio.
- Fixed an issue where a Portfolio Plan viewer was able to manage access, which exceeded their permission level.
- Fixed an issue where an Admin was unable to access the playbook in the Demand Workspace.
- Fixed an issue where using the "Move" option to reschedule a resource or task to another date did not update the CPAAM Effort table.
- 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