Planning item form › Form field information for Strategic Planning › Reference › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Learn about the fields of the epic form. Use this form to create or edit the details of a planning item of the type Epic in Strategic 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 epic description using the Refine records skill, if the Now Assist for SPM application is installed. |
| State | Current working state of the planning item. |
| Owner | User assigned to this planning item. |
| Planning state | State of the planning item in the Strategic Planning Backlog. |
| Percent complete | Percentage of work completed for this planning item. |
| Methodology | Agile methodology used. |
| Enabler | Option to indicate if this epic is an enabler. |
| 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. |
| 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 |
|---|
| 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. |
| Planned start date | Planned start date for this planning item. |
| Planned end date | Planned end date for this planning item. |
| Field | Description |
|---|
| 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 capabilities | Business capabilities of this planning item. |
| 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. |
| Missing estimate | Number of stories in the epic that are missing estimates. |
| Percent complete by count | Percentage of completed work in the epic. Story count is used to calculate this value. |
| Completed count | Number of completed stories in the epic. |
| Completed estimate | Sum of the estimates of all the completed stories in the epic. |
| T-Shirt size | Size of the demand. |
| Total count | Number of stories in the epic. |
| Total estimate | Sum of the estimates of all stories in the epic. |
| Percent complete by estimate | Percentage of completed work in the epic. Story estimate is used to calculate this value. |
| Field | Description |
|---|
| WSJF score | Weighted Shortest Job First \(WSJF\) score is used to prioritize and sequence jobs to result in optimum business value. An epic with the highest WSJF score gets the highest priority for implementation.This field is automatically filled using other field values in this section. |
| User-business Value | Business value of the job based on parameters like impact on revenue or other solutions in the market offering similar capabilities. |
| Job size | Estimated duration for completion of the job. |
| Time criticality | Impact on the business when deadlines are missed. For example, how projected revenue gains are reduced over time when deadlines are shifted. |
| Risk reduction | Analyze how much risk that this epic can help you avoid by answering questions such as:- Does the job add value to the business in other ways? - Does the job bring in new business opportunities? - Does the job reduce the risk for a future delivery? |
| 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, |
| 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. |
Related topics
Create planning items from the roadmap view
Add planning items to Prioritization