Enable custom item types in Strategic Planning

Enable the usage of a custom planning item type in Strategic Planning so that your planning managers can start adding them to their free-form roadmaps or portfolio plans.

始める前に

Role required: sn_align_core.apw_admin

このタスクについて

Add the table that you want to allow for planning in Portfolio plans and free-form roadmaps to a system property.

手順

1. Navigate to All > System Properties > All Properties.
2. Open one of the following system properties.
   • For portfolio plans: sn_align_core.planning_item_types_allow_list
   • For free-form roadmaps: sn_align_ws.freeform_planning_items_creation_list
3. In the Value field, add your custom table.

   For example, add sn_align_core_custom_planning_item_1.

   

4. Select Update.

次のタスク

• For portfolio plans: Add your custom planning item type to the lens that your planning managers want to use. See Lens form.
• For free-form roadmaps: Create planning items from the roadmap view.