Portfolio plan configuration form

Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.

表 : 1. Portfolio plan configuration form

Field	Description
Source table	Table that you want to configure portfolio plan for. For example, Strategic Priority [sn_gf_strategy].
Start date field	Field to retrieve the start date value from.
End date field	Field to retrieve the end date value from.
Item name field	Field to retrieve the name of the item from.
Item owner field	Field to retrieve the item owner name from.

表 : 2. Roadmap timeline configuration section of the Portfolio plan configuration form

Field	Description
Group by fields	List of fields with which the roadmap items can be categorized into groups. For example, the State attribute can be used to categorize the items into groups of states such as Draft, Ready, Work in progress, and others.
Color by fields	List of fields with which the roadmap items can be categorized by color. For example, the Planning item type attribute can be used to assign a unique color to each group of items belonging to a specific type.
Metrics fields	List of fields used as the metrics for the roadmap items. For example, Planned benefit or Actual cost. These values are displayed when you point the mouse cursor on the roadmap item.
Status field	Field that is used for the status of the roadmap item.
Percent complete field	Field that is used to track the completion of the roadmap item. This field value is used to visualize the progress of the roadmap item in the tracking mode.

表 : 3. Kanban configuration section of the Portfolio plan configuration form

Field	Description
Swim lane	Field to use for the swim lane on the board in the Prioritization Kanban view.
Vertical lane	Field to use for the vertical lane on the board the Prioritization Kanban view.
Metrics on Kanban card	Default metrics that your planning managers want to view on a planning item card in the Prioritization Kanban view.
Swim lane	Field to use for the swim lane on the board in the roadmap view.
Vertical lane	Field to use for the vertical lane on the board in the roadmap view.
Metrics on Kanban card	Default metrics that your planning managers want to view on a planning item card on the Kanban board in the roadmap view.

表 : 4. Rank configuration section of the Portfolio plan configuration form

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.

関連タスク

• Create portfolio plan configuration for high-level planning