Populate global rank for high-level planning items

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

    • 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.

    Before you begin

    Enable high-level planning for a lens entity.

    Role required: admin

    About this task

    Use the Strategic Planning diagnostics module to populate global rank for all existing records of the table that your planning managers chose for high-level planning. Completing this task would generate a value for the Global rank field of your table.

    For this task, consider the example of generating a rank value for all existing records of the Strategic Priority [sn_gf_strategy] table.

    Procedure

    1. Navigate to All > Strategic Planning > Diagnostics.
    2. Run the Identify the high-level entities enabled for planning, without a global rank diagnostic script by selecting Run Diagnosis.
      The diagnosis would fail and show you the type and the total number of records that are missing a global rank.
    3. Select Run fix script to populate global rank value for all the flagged records.
      You can verify that the rank is populated by running the diagnostic script again. You would see that the diagnosis is a success.

    What to do next

    Create a business rule to populate global rank on any future records create on your high-level planning table. See Create a business rule for high-level planning.