---
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 portfolio plan configuration for high-level planning

# Create portfolio plan configuration 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 portfolio plan configuration for the table.

## Antes de Iniciar

[Create rank configuration for high-level planning](https://servicenow-prod.fluidtopics.net/0nR8KgEQFYx_0DsJfEcPMA "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.")

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

After creating a global rank column and a rank configuration for that column, create a portfolio plan configuration for the table that you chose for high-level planning. Following this task, configure the Proritization and
Rodmap page settings for a portfolio plan that your planning managers would create for this table.

In this task, consider the example of Strategic Priority \[sn_gf_strategy\] table.

## Procedimento

1. Navigate to Allsn_align_ws_roadmap_configuration.list.  
   A list of existing portfolio plan configuration records for the Strategic Planning tables is shown.
2. Select New to create a portfolio plan configuration for your table.
3. On the form, fill the fields.  
   {#create-portfolio-plan-configuration-for-high-level-planning__table_d5k_mpd_cxb__entry__2}

   | Field | Description |
   |-|-|
   | Source table | Table that you want to enable high-level planning for. For example, Strategic Priority \[sn_gf_strategy\]. |
   [Tabela 1. Portfolio plan configuration]

   {#create-portfolio-plan-configuration-for-high-level-planning__table_d5k_mpd_cxb} {#create-portfolio-plan-configuration-for-high-level-planning__table_fj1_qkb_fdc__entry__2}

   | Field | Description |
   |-|-|
   | Rank configuration | Table that is used to create the portfolio plan. The value for this field is the table selected in the Source table field. |
   [Tabela 2. Rank configuration]

   {#create-portfolio-plan-configuration-for-high-level-planning__table_fj1_qkb_fdc}

   For complete details of the fields on this form, see [Portfolio plan configuration form](https://servicenow-prod.fluidtopics.net/YSVUxLQDRrrRjI2Z5cybTQ "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.").
4. Save the form.

## O que Fazer Depois

Populate global rank value for all existing records of your high-level planning table.