Configure additional source tables for free-form roadmap in Portfolio Planning

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add new tables to roadmap preferences and configure their details so that these tables can be used as source tables while creating a free-form roadmap in Portfolio Planning.

    Antes de Iniciar

    Install Portfolio Planning.

    Role required: sn_align_core.apw_admin

    Procedimento

    1. Navigate to All > Portfolio Planning > Portfolio Plan Configuration.
    2. Select New.
    3. On the form, fill in the fields.
      For field information, see Portfolio plan configuration form.
    4. Select Submit.