Configure additional source tables for free-form roadmap in Portfolio Planning

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

    • Add new tables to roadmap preferences and configure their details so that these tables can be used as source tables while creating a free-form roadmap in Portfolio Planning.

    Vorbereitungen

    Install Portfolio Planning.

    Role required: sn_align_core.apw_admin

    Prozedur

    1. Navigate to All > Portfolio Planning > Portfolio Plan Configuration.
    2. Select New.
    3. On the form, fill in the fields.
      For field information, see Portfolio plan configuration form.
    4. Select Submit.