Rank and Global Rank in Portfolio Plan in SPW

[pramodkumar]

Hi All,

We have 2 fields Rank (not sure if this is a field) and Global Rank in Portfolio Plans in Strategic Planning Workspace. Rank is Read only and when we drag plans up and down, the rank is calculated and Global Rank is updated. Can someone tell what scripts calculates Rank and Global Rank.

Can we customize to allow users enter Rank manually?

Thanks!

[phil_bool_unifi]

Hmm.  Typically Rank controls the order of the items on the list, not the other way round.  If you want to change the scores on planning items, do that from the scoring page (presuming you're on pro) then click the 'Rank Items' button again to realign the items in the portfolio. 

It sounds like you're keen for users to be able to rank by score initially, but then be able to drag the items into a different order, changing the rank as they go.  

Given that the key purpose of the Rank is for you to be able to Prioritize your investment into the items that will be the most help delivering your organisation's strategic objectives, it sounds like you might be using the Rank for something else?

[Community Alums]

Hello @pramodkumar,

The Global Rank field calculation logic is found in the Business Rule “Set global rank on Planning Item” on the Planning Item table (sn_align_core_planning_item). 

Since this ranking is system-driven, it isn’t designed for manual input. However, if you really need users to enter a custom rank, you could consider creating a separate field (e.g., Manual Rank) and adjusting your logic or views to reference that instead. Modifying the out-of-box ranking logic directly isn’t recommended as it could affect Strategic Portfolio Management behavior.

If my response helped, please mark it as the accepted solution so others can benefit as well.

[pramodkumar]

Thank you @Community Alums. Do we need to create new dictionary on sn_align_core_planning_item table for users to enter rank manually?

[Community Alums]

Hello @pramodkumar,
Yes, you’ll need to create a new field (dictionary entry) on the sn_align_core_planning_item table, such as Manual Rank. The OOTB Rank and Global Rank fields are system-calculated and not meant for manual entry. 

If my response helped, please mark it as the accepted solution so others can benefit as well.