Enable custom item types in Strategic Planning

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • 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.

    시작하기 전에

    Role required: sn_align_core.apw_admin

    이 태스크 정보

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

    프로시저

    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.

      Enable custom item types in Strategic Planning.

    4. Select Update.

    다음에 수행할 작업