Create rank configuration for high-level planning

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Create global rank column for high-level planning.

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    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.
      Tabela 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.

    O que Fazer Depois

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