Create rank configuration for high-level planning

To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create a rank configuration for the global rank column of the table.

시작하기 전에

Create global rank column for high-level planning.

Role required: admin

이 태스크 정보

Create a configuration for the global_rank column for the table that you want to enable for high-level planning. Completing this task would allow you assigning a global rank value to the records of this table.

In this task, consider the example of creating a rank configuration for the Strategic Priority [sn_gf_strategy] table.

프로시저

1. Navigate to All > rank_configuration.list.
   A list of tables that have a configuration for their Global rank field is shown.
2. Select New.
3. On the form, fill in the fields.

   표 1. Rank Configuration form

   Field	Description
   Table	Table that you want to enable high-level planning. For example, Strategic Priority [sn_gf_strategy]
   Column	Global rank column of your table.

4. Select Submit.

다음에 수행할 작업

Create a portfolio plan configuration for your high-level planning table. See Create portfolio plan configuration for high-level planning.