Enable custom item types in Strategic Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.

    Before you begin

    Role required: admin

    About this task

    Add the table that you want to allow for planning in Portfolio plans and free-form roadmaps to a system property.

    Procedure

    1. Navigate to All > System Properties > All Properties.
    2. Open one of the following system properties.
      • For portfolio plans: sn_align_core.planning_item_types_allow_list
      • For free-form roadmaps: sn_align_ws.freeform_planning_items_creation_list
    3. In the Value field, add your custom table.

      For example, add sn_align_core_custom_planning_item_1.

      Enable custom item types in Strategic Planning.

    4. Select Update.

    What to do next