Enable high-level planning for a lens entity

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

    • To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.

    Before you begin

    Create portfolio plan configuration for high-level planning.

    Role required: admin

    About this task

    For the table that you want to enable high-level planning, set the Planning enabled field to Yes in the Lens form. Completing this task would enable your planning managers to create portfolio plans using this table as a planning item, in Strategic Planning Workspace.

    For this task, consider the example of Strategic Investments as the lens and the Strategic Priority [sn_gf_strategy] table as the high-level planning entity.

    Procedure

    1. Navigate to All > Strategic Planning > Lenses.
    2. Select and open the lens that you want to use for high-level planning.
      For example, select Strategic Investments.
    3. In the Lens structures related list of the Lens form, set the Planning enabled field of your high-level entity to true.
      For example, set the Planning enabled field of Strategic Priority entity to true.

      If your high-level entity is not a part of your lens structure, you can add it. See Add or modify lens structure in Strategic Planning.

      Planning enabled field for a lens entity in the Lens structures related list of a Lens form.

    4. Save the Lens form.

    Result

    Your planning managers can now create portfolio plans on the Strategic Investment lens and use Strategic Priority as their planning item.

    Important:
    Once a portfolio plan is creating based on this entity, you can neither disable high-level planning for it nor delete the entity record from the lens structure.

    What to do next

    Populate global rank for high-level planning items.