Enable high-level planning for a lens entity

To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.

시작하기 전에

Create portfolio plan configuration for high-level planning.

Role required: admin

이 태스크 정보

For the table that you want to enable high-level planning, set the Planning enabled field to Yes in the Lens form. Completing this task would enable your planning managers to create portfolio plans using this table as a planning item, in Strategic Planning Workspace.

For this task, consider the example of Strategic Investments as the lens and the Strategic Priority [sn_gf_strategy] table as the high-level planning entity.

프로시저

1. Navigate to All > Strategic Planning > Lenses.
2. Select and open the lens that you want to use for high-level planning.
   For example, select Strategic Investments.
3. In the Lens structures related list of the Lens form, set the Planning enabled field of your high-level entity to true.
   For example, set the Planning enabled field of Strategic Priority entity to true.

   If your high-level entity is not a part of your lens structure, you can add it. See Add or modify lens structure in Strategic Planning.

   

4. Save the Lens form.

결과

Your planning managers can now create portfolio plans on the Strategic Investment lens and use Strategic Priority as their planning item.

중요사항:

Once a portfolio plan is creating based on this entity, you can neither disable high-level planning for it nor delete the entity record from the lens structure.

다음에 수행할 작업

Populate global rank for high-level planning items.