Form field information for Portfolio Planning › Reference › Portfolio Planning › Strategic Portfolio Management
Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Portfolio Planning.
These fields are displayed on the full details page of the planning item.
| Field | Description |
|---|
| Name | Brief description of the planning item. |
| Description | Detailed information of the planning item.You can refine project description using the Write planning item skill, if the Now Assist for SPM application is installed. |
| Status | Status of the planning item. |
| Owner | User assigned to this planning item. |
| State | Current working state of the planning item. |
| Percent complete | Percentage of work completed for this planning item. |
| Planning state | State of the planning item in the Strategic Planning or Portfolio Planning Backlog. |
| Execution URL | Link to the project's execution record in the Project Workspace. |
| MoSCoW | Priority of this planning item based on its importance. The available options are:- 1 - Must have - 2 - Should have - 3 - Could have - 4 - Won’t have |
| Portfolio | Portfolio that this planning item is associated to. |
| Program | Program that this planning item is associated to. |
| Product | Product that this planning item is associated to. |
| Strategic program | Strategic program that this planning item is associated to. |
| Product enhancement | Product enhancement that this planning item is associated to. |
| Primary goal | Goal that is associated with this planning item as the primary goal. |
| Primary target | Target that is associated with this planning item as the primary target. |
| Work notes | Notes to capture the updates and discussions on the planning item as the work progresses. |
| Strategic priority | Strategic priority that this planning item is related to. |
| Field | Description |
|---|
| Planned start date | Date on which the work for this planning item is planned to start. This value is copied from the Approved start date field. |
| Planned end date | Date on which the work for this planning item is planned to be complete. This value is copied from the Approved end date field. |
| Approved start date | Approved start date for this planning item. |
| Approved end date | Approved end date for this planning item. |
| Actual start date | Actual date on which the work for this planning item has started. |
| Actual end date | Actual date on which the work for this planning item is complete. |
| Field | Description |
|---|
| Investment class | Type of investment class that this planning item comes under. Choose from Run and Change |
| Investment type | Type of investment that this planning item comes under. For example, if completing work on this item improves the user experience for your product, select End User Experience. |
| Demand | Demand that this planning item is associated with. |
| Execution type | Execution methodology for this planning item. Select from Waterfall, Agile, or Hybrid.This field is available only if the planning item is of the type Project. |
| Priority | Priority of this planning item. |
| Phase | Phase of this planning item.This field is available only if the planning item is of the type Project. |
| Business application | Business application that this planning item is related to. |
| Other impacted business applications | Business applications that this planning item has an impact on. |
| Business capabilities | Business capabilities of this planning item. |
| Field | Description |
|---|
| Business case | Business case to invest in this planning item. |
| Risk of performing | Risks to the business if work on this planning item is completed. |
| Risk of not performing | Risks to the business if work on this planning item isn’t completed. |
| Enablers | Enablers for this project. |
| Barriers | Blockers, if any, for this planning item. |
| In scope | Defined criteria for this planning item. |
| Out of scope | Clearly defined criteria that is not necessary for this planning item. |
| Assumptions | Assumptions, if any, to work on this planning item. |
| Field | Description |
|---|
| Planned cost | Planned cost to take up this planning item. |
| Planned capEx | Planned capital expenditure for this planning item. |
| Planned opEx | Planned operational expenditure for this planning item. |
| Planned benefit | Planned benefit from this planning item. |
| Actual benefit | Actual benefit achieved from this planning item, |
| Estimate to completion | Estimated cost to complete work on this planning item. |
| Actual cost | Actual cost on this planning item. |
| Actual capEx | Actual value of capital expenditure for this planning item. |
| Actual opEx | Actual value of operational expenditure for this planning item. |
| Planned ROI | Planned return of investment for this planning item. |
| Planned return | Financial return on this planning item. |
| Estimate at completion | Estimated cost at the time that work on this planning item is completed. |
| Field | Description |
|---|
| Score | |
| Value score | Score for the value obtained with this planning item. |
| Risk score | Score for the risk associated with this planning item. |
| Size score | Score for the job required to complete the task. |
Parent Topic:Form field information for Portfolio Planning