---
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


---

# High-level planning configuration in Strategic Planning

# High-level planning configuration in Strategic Planning {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

If your planning managers need high-level planning enabled for items other than the default ones, you need to update the configuration for lens entities and portfolio plans.

By default, Strategic Programs, Programs (pm_program), and Initiatives are the planning item types that are enabled for high-level planning. Also by default, the Product Enhancement entity with the Digital Product lens is enabled for
high-level planning. To enable other planning item types, complete the following configuration tasks.  
Nota:  
High-level planning is enabled for Strategic Planning v2.1.0 and higher.

## For items that extend the Planning Item table {#high-level-portfolio-planning-configuration__section_dfm_krx_2xb}

For example, you added Custom planning item 1 \[sn_align_core_custom_planning_item_1\] to your lens structure and you want to use it for high-level portfolio plans. In the Lens structure related list for your lens, set the
Planning enabled field to true for the Custom planning item 1 entity. For detailed information, see [Enable high-level planning for a lens entity](https://servicenow-prod.fluidtopics.net/8ZgGSqwBXSwCX9fjtE4GIA "To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.").

## For items that do not extend the Planning Item table {#high-level-portfolio-planning-configuration__section_p5r_4rx_2xb}

Consider the example of enabling high-level planning for the Strategic Priority \[sn_gf_strategy\] planning item type.

1. Create a global rank column in the Strategic Priority \[sn_gf_strategy\] table. See [Create global rank column for high-level planning](https://servicenow-prod.fluidtopics.net/N0L52XKUOs4bJ4n5LAmP8g "Create a global rank column for planning item types that do not extend the Planning Item [sn_align_planning_item] table so that you can enable high-level planning for these items in Strategic Planning Workspace.").
2. Create rank configuration for the new global rank column. See [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.").
3. Create portfolio plan configuration for the Strategic Priority \[sn_gf_strategy\] table. See [Create portfolio plan configuration for high-level planning](https://servicenow-prod.fluidtopics.net/9_kiK~YuINh2idCiyA3Qzw "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.").
4. Enable high-level planning for the Strategic Priority \[sn_gf_strategy\] entity in the lens structure record. See [Enable high-level planning for a lens entity](https://servicenow-prod.fluidtopics.net/8ZgGSqwBXSwCX9fjtE4GIA "To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.").
5. Run diagnostics and fix script to populate global rank for all existing Strategic Priority records. See [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.").
6. Create a business rule for the Strategic Priority \[sn_gf_strategy\] table to enable setting a global rank for any future records created. See [Create a business rule for high-level planning](https://servicenow-prod.fluidtopics.net/GHaj3yuqChH_gHyV8lqdeg "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.").
{#high-level-portfolio-planning-configuration__ol_sx1_5zz_1xb}  
Dica:  
While choosing a table as your high-level planning entity, ensure that it has fields such as start date and end date, owner or assigned to, name or short description, so that this can be used as a planning item. For example, you cannot use the Organization or Product tables as your high-level planning entities. On the other hand, the Strategic Priority tables meets the requirements of a planning item and can be configured for high-level planning.

Once all these tasks are complete, your planning manager can create a high-level portfolio plan for the desired entity - for this example, portfolio plans can be created to prioritize and roadmap the strategic priorities of
the company, and to view how the work across the company is aligned to these strategic priorities.