Rank planning items
Rank the planning items that are added to the pipeline of your portfolio plan and decide on their priority so that you can start planning your portfolio roadmap.
Before you begin
- Create a portfolio plan.
- Ensure that the planning items in the Prioritization tab are sorted by the Rank column in ascending order.
Role required: sn_align_core.apw_user
About this task
Use the Prioritization tab to stack-rank the planning items of your portfolio plan.
Within the ServiceNow system, all the planning items are assigned a global rank. Reorder the items in the Prioritization tab to change their rank and update their planning state. If you decide to include a planning item into your roadmap schedule, mark its Planning State as Prioritized to add it to the roadmap directly from the Prioritization tab.
The Rank column helps you quickly identify the rank of an item relative to the other items in the backlog. This information is useful to determine the top-ranked items from a long list of planning items. When there’s no custom grouping or sorting, the planning items are sorted by their rank, and you can reorder the rows.
Note: Reordering of rows is not allowed if the planning items are already grouped or sorted by any other attribute. Remove the grouping or sorting to reorder rows.
Procedure
Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one and then select Planning.
From the Prioritization tab, rank the planning items according to your priority by rearranging their order.
| Choice | Action |
|---|---|
| Reorder a single planning item | Use the Rearrange rows icon \( Image omitted: icon-rearrange.png Rearrange rows icon.\) to drag and drop the row to the required position. Image omitted: backlog-v2-single-reorder.gif Prioritization page single row reorder |
| Reorder multiple planning items at once | 1. Use the Select row checkbox \( Image omitted: icon-select.png 2. Use the Rearrange rows icon \( Select checkbox.\) to select the items that you want to reorder. Image omitted: icon-rearrange.png Rearrange rows icon.\) to drag and drop the rows to the required position. Image omitted: backlog-v2-multi-row-reorder.gif Prioritization page multi-row reorder |
Repeat this step until the ranking of the planning items align with your business priorities. To get better visibility of data that you need:
- Sort or group the list by the required columns. See [Personalize Prioritization view](personalize-prioritization-page-portfolio-planning-workspace.md).
- Filter the planning items. See [Apply quick filters for Prioritization and Roadmap data in Portfolio Planning](quick-fiters-prioitization-roadmap-ppw.md).
**Tip:** Using the Row context menu \(
Row context menu\), you can also assign the highest and lowest ranks to the planning items using the **Move to top** and **Move to bottom** options respectively.
Result
The rank of the item is automatically updated and can be seen from the Rank column. The Rank column is read-only.