Define a new planning item type in Strategic Planning

Create a custom planning item type in Strategic Planning to enable planning them on the portfolio plans.

始める前に

Ensure the application scope in your instance is set to Portfolio Planning.

Role required: admin

手順

1. Navigate to All > System Definition > Tables.
2. Select New.
3. On the form, fill in the fields.

   For field information, see Planning item type form.

4. オプション: Deselect the Create module checkbox.
5. Save the form.
   1. Select the Additional actions icon ().
   2. Select Save.

次のタスク

If you've created any planning item types, create relevant form views for it. For more information, see Create form views for new planning item tables in Strategic Planning.