Form field information for Portfolio Planning

Field information for forms used in the Portfolio Planning application.

• Action Assignment form
  Learn about the fields of the Action Assignment form. Use this form to add the New action button to the APW List Menu Configuration page.
• Choice map form
  Understand the fields of the choice map form. This form is used to create choice maps.
• Create cost plan form
  Use this form to create cost plans for your planning items.
• Create expense line form
  Use this form to create expense lines for your actual expense.
• Dependency form
  Learn about the fields of the dependency form. Use this form to add and establish dependencies between planning items on the roadmap in Portfolio Planning .
• Field map form
  Understand the fields of the field map form. This form is used to create mappings for a corresponding table map.
• Demand planning item form
  Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning.
• Highlighted Value Condition form
  Learn about the fields of the Highlighted Value Conditions form. Use this form to configure the display of highlighted fields in Portfolio Planning workspace.
• Highlighted Value form
  Learn about the fields of the Highlighted Value form. Use this form to customize the fields to be highlighted on the Prioritization page of a portfolio plan in Portfolio Planning workspace.
• Lens Form
  Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.
• Lens structure form
  Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application.
• List Applicability form
  Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Portfolio Planning workspace.
• Planning item milestone form
  Learn about the fields of the planning item milestone form. Use this form to create milestones for the planning items in your roadmap in Portfolio Planning.
• Project planning item form
  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.
• Roadmap configuration form
  Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Portfolio Planning.
• Table map form
  Understand the fields of the table map form. This form is used to create a new custom table map for any record to integrate with Agile Development 2.0, SAFe, and PPM.
• Roadmap milestone form
  Learn about the fields of the roadmap milestone form. Use this form to create a milestone for the timeline of your roadmap in Portfolio Planning.
• Scheduled Script Execution form to generate labor costs
  Use the Scheduled Script Execution form to enable Generate Labor Costs scheduler job for projects and demands.
• UX List Category form
  Learn about the fields of the UX List Category form. Use this form to create additional categories for lists in the Lists menu of Portfolio Planning workspaces.
• UX List form
  Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces.

Parent Topic:Portfolio Planning reference