Define a new planning item type in Strategic Planning

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

    • Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.

    Before you begin

    Ensure the application scope in your instance is set to Portfolio Planning.

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Select New.
    3. On the form, fill in the fields.

      For field information, see Planning item type form.

    4. Optional: Deselect the Create module checkbox.
    5. Save the form.
      1. Select the Additional actions icon (additional actions or the context menu icon on the planning item type form.).
      2. Select Save.

    What to do next

    If you've created any planning item types, create relevant form views for it. For more information, see Create form views for new planning item tables in Strategic Planning.