Configure additional source tables for free-form roadmap in Portfolio Planning

Add new tables to roadmap preferences and configure their details so that these tables can be used as source tables while creating a free-form roadmap in Portfolio Planning.

Before you begin

Install Portfolio Planning.

Role required: sn_align_core.apw_admin

Procedure

1. Navigate to All > Portfolio Planning > Portfolio Plan Configuration.

2. Select New.

3. On the form, fill in the fields.

   For field information, see Portfolio plan configuration form.

4. Select Submit.

Parent Topic:Configuring Prioritization and Roadmap settings in Portfolio Planning