Create rank configuration for high-level planning

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    Create global rank column for high-level planning.

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    1. Navigate to All > rank_configuration.list.
      A list of tables that have a configuration for their Global rank field is shown.
    2. Select New.
    3. On the form, fill in the fields.
      Tabelle : 1. Rank Configuration form
      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.
    4. Select Submit.

    Nächste Maßnahme

    Create a portfolio plan configuration for your high-level planning table. See Create portfolio plan configuration for high-level planning.