Create list views for planning item tables in Strategic Planning

For every new planning item table that you create, you must create the necessary list views. You can also customize the views for existing planning items.

Before you begin

• Define a planning item type in Strategic Planning.
• Ensure that the application scope in your instance is set to Portfolio Planning.

Role required: admin

About this task

Create the APW Default and APW Prioritization list views for the planning item table that you created.

Procedure

1. Navigate to All > System Definition > Tables.

2. Filter the list of tables by using Planning Item in the Extends table column.

3. Select a planning item type that you created.

4. Select the Layout List related link.

5. From the View name field in the List view section, select New.

6. In the View name field, enter APW Default.

7. Select OK

8. Using the Available and Selected lists of fields, select the fields to be visible for the list view of this planning item.

   You can also rearrange them in the order of your choice.

9. Select Save.

   A new list view is created for this planning item type.

10. Repeat steps 4 to 9 to create a list view for APW Prioritization

What to do next

Create related list views for planning item types in Strategic Planning