Create portfolio plan 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 portfolio plan configuration for the table.

    Before you begin

    Create rank configuration for high-level planning

    Role required: admin

    About this task

    After creating a global rank column and a rank configuration for that column, create a portfolio plan configuration for the table that you chose for high-level planning. Following this task, configure the Proritization and Rodmap page settings for a portfolio plan that your planning managers would create for this table.

    In this task, consider the example of Strategic Priority [sn_gf_strategy] table.

    Procedure

    1. Navigate to All > sn_align_ws_roadmap_configuration.list.
      A list of existing portfolio plan configuration records for the Strategic Planning tables is shown.
    2. Select New to create a portfolio plan configuration for your table.
    3. On the form, fill the fields.
      Table 1. Portfolio plan configuration
      Field Description
      Source table Table that you want to enable high-level planning for.

      For example, Strategic Priority [sn_gf_strategy].
      Table 2. Rank configuration
      Field Description
      Rank configuration Table that is used to create the portfolio plan.

      The value for this field is the table selected in the Source table field.

      For complete details of the fields on this form, see Portfolio plan configuration form.

    4. Save the form.

    What to do next

    Populate global rank value for all existing records of your high-level planning table.