Planning item form

Learn about the fields in the forms of the different planning item types available in Strategic Planning. Use these forms to add new planning items or update details of existing items.

All planning item types in Strategic Planning including any custom item type that your admin may have created, are an extension of the Planning Item [sn_align_core_planning_item] table. The planning item form fields that you see in the workspace are based on the item types configured for your portfolio plan.

The following are the different planning item types available by default. Use the following sections for the details of the form fields for the planning item type that you want to use.

• Demand planning item form
• Epic planning item form
• Initiative planning item form
• Project planning item form
• Strategic program planning item form

관련 태스크

• Create planning items from the roadmap view
• Add planning items to Prioritization