Form field information for Strategic Planning
Field information for forms used in the Strategic 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. - Context Variable form
Use the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values. - 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 Strategic Planning workspace. - Field map form
Understand the fields of the field map form. This form is used to create mappings for a corresponding table map. - Goal Assigned Entity Configuration form
Use the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity. - Goal form
Use the Goal form to create goals for your organizational strategic priorities. - Goal Preferences form
Use the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets. - Goal/Target Relationship form
Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item. - 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 Strategic Planning workspace. - 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 Strategic Planning workspace. - Initiative form
Learn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning. - Lens form
Learn about the fields of the Lens form. Use this form to create a lens in Strategic Planning. - Lens structure form
Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in Strategic Planning. - List Applicability form
Learn the field information for the List Applicability form. Use this information to define audience for the newly created lists for Strategic Planning workspace. - Planning item type form
Learn about the fields of the new table form that are required to add a new planning item type in Strategic Planning. - Planning item form
Learn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items. - 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 Strategic Planning workspace. - Portfolio plan configuration form
Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace. - Product Enhancement form
Learn about the fields of the product enhancement form. Use this form to create or edit the details of a product enhancement in Strategic Planning. - Progress value calculation
The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled. - 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 Strategic Planning workspace. - 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 Strategic Planning. - Scheduled Script Execution form
Scheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule. - Scheduled Script Execution form to generate labor costs
Use the Scheduled Script Execution form to enable Generate Labor Costs and Generate Labor Costs For Epic scheduler jobs for your planning items. - Strategic program form
Learn about the fields of the Strategic program form. Use this form to create or edit the details of a Strategic Program in Strategic 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. - Target automation script for benefit plans
Use the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items. - Target Breakdown form
Use the Target Breakdown form to track and measure the progress of the target breakdown and its goal. - Target form
Use the Target form to track and measure the progress of the goals. - Target Source form
Use the Target Source form to create and configure a source for your targets so that the actual value of the target is auto-updated. - 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 Strategic 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 Strategic Planning workspaces. - View rule form
Learn about the fields of the view rule form. Use this form to define workspace view rules for the form views of new planning item types in Strategic Planning. - Widget association form
Use these form fields to associate a widget with project table and view it on financials. - Widget New Record form
Use these form fields to create widget for your project administration.
Parent Topic:Strategic Planning Workspace reference