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 a 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.