Create rank configuration for high-level planning
To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a rank configuration for the global rank column of the table.
Before you begin
Create global rank column for high-level planning.
Role required: admin
About this task
Create a configuration for the global_rank column for the table that you want to enable for high-level planning. Completing this task would allow you assigning a global rank value to the records of this table.
In this task, consider the example of creating a rank configuration for the Strategic Priority [sn_gf_strategy] table.
Procedure
Navigate to All > rank_configuration.list.
A list of tables that have a configuration for their Global rank field is shown.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Table | Table that you want to enable high-level planning.For example, Strategic Priority \[sn\_gf\_strategy\] |
| Column | Global rank column of your table. |
- Select Submit.
What to do next
Create a portfolio plan configuration for your high-level planning table. See Create portfolio plan configuration for high-level planning.