Create portfolio plan configuration for high-level planning
To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create portfolio plan configuration for the table.
Before you begin
Create rank configuration for high-level planning
Role required: admin
About this task
After creating a global rank column and a rank configuration for that column, create a portfolio plan configuration for the table that you chose for high-level planning. Following this task, configure the Proritization and Rodmap page settings for a portfolio plan that your planning managers would create for this table.
In this task, consider the example of Strategic Priority [sn_gf_strategy] table.
Procedure
Navigate to All > sn_align_ws_roadmap_configuration.list.
A list of existing portfolio plan configuration records for the Strategic Planning tables is shown.
Select New to create a portfolio plan configuration for your table.
On the form, fill the fields.
| Field | Description |
|---|---|
| Source table | Table that you want to enable high-level planning for. For example, Strategic Priority [sn_gf_strategy]. |
| Field | Description |
|---|---|
| Rank configuration | Table that is used to create the portfolio plan.The value for this field is the table selected in the Source table field. |
For complete details of the fields on this form, see [Portfolio plan configuration form](portfolio-plan-configuration-form.md).
- Save the form.
What to do next
Populate global rank value for all existing records of your high-level planning table.