---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a business rule for high-level planning

# Create a business rule for high-level planning {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a business rule to allow assigning a rank value for all future records of this table.

## Antes de Iniciar

[Populate global rank for high-level planning items](https://servicenow-prod.fluidtopics.net/tDFOSEQQKhi2l16e0bm~WA "To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, populate global rank for existing records of this table.").

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

All future records of your high-level planning entity must have a global rank so that when your planning managers reorder and prioritize items of this type in their portfolio plan, their rank is automatically updated. To
enable this auto assigning of rank value to any new records, create a business rule.

For this task, consider the example of creating a business rule on the Strategic Priority \[sn_gf_strategy\], to enable auto-assignment of rank value for all its future records.

## Procedimento

1. Navigate to AllSystem DefinitionTables.
2. Search for and open your planning item table.  
   For example, search for and open the Strategic Priority \[sn_gf_strategy\] table.
3. Right-click the form header and select ConfigureBusiness Rule.
4. Select New.
5. On the form, fill in the fields.  
   {#create-a-business-rule-for-high-level-planning__table_vsr_jh2_cxb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name to identify the rule. For example, Strategic Priority rank insert rule. |
   | Table | Table on which this business rule is applied. For this example, select Strategic Priority \[sn_gf_strategy\]. |
   | Advanced | Option to enable advanced settings for this business rule. |
   [Tabela 1. Business Rule form]

   {#create-a-business-rule-for-high-level-planning__table_vsr_jh2_cxb}
6. In the Advanced related list, enter the following code in the Script field.  

       (function executeRule(current, previous /*null when async*/)
       {
           var spwRankingHelper = new sn_align_core.SPWRankingHelper();
           var rankConfig = spwRankingHelper.getRankConfiguration(current.getTableName());
           if (rankConfig.isValidRecord())
           {
               var sequencer = new sn_align_core.AlignmentPlanningRankProcessor(rankConfig.getValue("table"), rankConfig.getValue("column"));
               sequencer.generateNewIndex(current);
           }
       })
       (current, previous);

7. In the When to run related list, enable the Insert option.
8. Save the form.

## Resultado

This task is the end of the series of tasks to enable high-level planning on a table that does not extend the Planning Item \[sn_align_planning_item\] table. After this task is complete, you can notify your planning managers
that they can start creating portfolio plans for the configured entity type.

See [Managing portfolio plans in Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/sCP8shldWLLJhGw2dh947g "Create personalized portfolio plans in Strategic Planning Workspace and enable focused planning of work in the desired perspective (lens) to drive alignment.").