A common issue with Strategic Planning/Portfolio Planning Workspace is that the planning items users are expecting to see on the Prioritization tab and Roadmap are not showing up. Here are a few steps to take if you are experiencing this issue.

1. Check your Portfolio Plan settings to make sure the items will pass all filters
   
   • Confirm you have selected the correct lens entity, such as organization or product
     
   • Check to make sure your items will pass the planning items filters you have created
     
   • Check to make sure the approved start and end dates of you items are within the date ranges of the plan
2. Confirm your planning items were created via the internal sync by searching for them in the planning items table (sn_align_core_planning_items)
3. Make sure your planning items have a reference to the lowest level entity of your lens. For example, if you are using the organization lens, your planning items MUST have a reference to a Department. Even if you are looking at the items at the Business Unit level, SPW will only show planning items that are associated to child departments of that business unit. Even a direct relationship between the planning item and the business unit will not allow that item to be displayed.
4. If the item is displayed on the prioritization tab but not the roadmap, confirm it is passing the roadmap filters -- as there is a default filter that the Planning Status = Prioritized -- and confirm your planning items have an approved start date and approved end date.

Labels:

• Strategic Planning Workspace
• Strategic Portfolio Management