Create rank configuration for high-level planning

  • 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, create a rank configuration for the global rank column of the table.

    Before you begin

    Create global rank column for high-level planning.

    Role required: admin

    About this task

    Create a configuration for the global_rank column for the table that you want to enable for high-level planning. Completing this task would allow you assigning a global rank value to the records of this table.

    In this task, consider the example of creating a rank configuration for the Strategic Priority [sn_gf_strategy] table.

    Procedure

    1. Navigate to All > rank_configuration.list.
      A list of tables that have a configuration for their Global rank field is shown.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Rank Configuration form
      Field Description
      Table Table that you want to enable high-level planning.

      For example, Strategic Priority [sn_gf_strategy]
      Column Global rank column of your table.
    4. Select Submit.

    What to do next

    Create a portfolio plan configuration for your high-level planning table. See Create portfolio plan configuration for high-level planning.