Prioritize portfolio plan work › Portfolio Planning › Strategic Portfolio Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Prioritize work

Review and prioritize the items of your portfolio plan pipeline to add them to the plan's roadmap so that your teams can start working on them.

Before you begin

Create a portfolio plan.
Ensure that the planning items in the Prioritization page are sorted by the Rank column in ascending order.

Role required: sn_align_core.apw_user

About this task

Review and prioritize the items in the Prioritization or Hierarchy tab views during your grooming sessions. You can use the MoSCoW values assigned to an item to help you decide the priority of work.

Procedure

Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one and then select Planning.
From the Prioritization or Hierarchy tab, mark a planning item as In Review or Prioritized.

Tab Action

Prioritization

Update the Planning state field of the item.

Image omitted: backlog-planning-state.png
Planning state update in Prioritization page.</td></tr><tr><td id="d278464e157">Hierarchy</td><td>Update the Planning state field of the item.

Image omitted: prioritize-item-hierarchy.png
Planning state in Prioritization.</td></tr></tbody>

Once you mark a planning item as **Prioritized**, it is automatically added to your portfolio roadmap, based on the values in the **Approved start date** and **Approved end date** fields.

-   If the dates fall within the portfolio planning period, then the item is displayed on the roadmap.
-   If either of the date fields is empty, then the item is added to the Unscheduled items list of the roadmap.
**Note:** Your roadmap shows only those items that have Planning state set to **Prioritized**.

If you've marked an item as **Done** or **Cancelled**, that item is not displayed on the Prioritization page by default. You can update the filter on the Planning state column to show the items that are completed or cancelled.

From the Prioritization tab, you can update the planning state of multiple items at once.
1. Select the Planning state cell of one of the rows that you want to update.
2. Press and hold the Ctrl key (for Windows OS) or command key (for Mac OS), and select the Planning state cells of the other rows that you want to update.
3. Double-click one of the selected cells and choose a state.

Image omitted: backlog-multi-row-update.gif
Update planning state of multiple rows at once in Prioritization page.