Review existing planning item types in Strategic Planning

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

    • Before you create a portfolio plan using lenses, start with verifying that the default planning item types in Strategic Planning suit your company's planning needs.

    Before you begin

    Ensure you have the details of your company's planning needs.

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Filter the list of tables by using sn_align_core in the Name column.
      Review existing planning organizations and planning item types
    3. Review the tables that have Planning Item in the Extends table column.
      Confirm if those are all the tables that you would require to set up lens required for portfolio plans.

    What to do next

    If you need a planning item type other than those available, use one of the five pre-defined custom planning item tables or you can create your own.