---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create portfolio plan configuration for high-level planning

# Create portfolio plan configuration for high-level planning {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create portfolio plan configuration for the table.

## Before you begin

[Create rank configuration for high-level planning](https://www.servicenow.com/docs/OWTUzoU3tbahDeJOtw~7Pw "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.")

Role required: admin

## About this task

After creating a global rank column and a rank configuration for that column, create a portfolio plan configuration for the table that you chose for high-level planning. Following this task, configure the Proritization and
Rodmap page settings for a portfolio plan that your planning managers would create for this table.

In this task, consider the example of Strategic Priority \[sn_gf_strategy\] table.

## Procedure

1. Navigate to Allsn_align_ws_roadmap_configuration.list.  
   A list of existing portfolio plan configuration records for the Strategic Planning tables is shown.
2. Select New to create a portfolio plan configuration for your table.
3. On the form, fill the fields.  
   {#create-portfolio-plan-configuration-for-high-level-planning__table_d5k_mpd_cxb__entry__2}

   | Field | Description |
   |-|-|
   | Source table | Table that you want to enable high-level planning for. For example, Strategic Priority \[sn_gf_strategy\]. |
   [Table 1. Portfolio plan configuration]

   {#create-portfolio-plan-configuration-for-high-level-planning__table_d5k_mpd_cxb} {#create-portfolio-plan-configuration-for-high-level-planning__table_fj1_qkb_fdc__entry__2}

   | Field | Description |
   |-|-|
   | Rank configuration | Table that is used to create the portfolio plan. The value for this field is the table selected in the Source table field. |
   [Table 2. Rank configuration]

   {#create-portfolio-plan-configuration-for-high-level-planning__table_fj1_qkb_fdc}

   For complete details of the fields on this form, see [Portfolio plan configuration form](https://www.servicenow.com/docs/IgQAViOUoQaiGbmMbdmfEQ "Learn about the fields of the Portfolio plan form. Use this form to create or update display settings of the planning items for a portfolio plan in Strategic Planning Workspace.").
4. Save the form.

## What to do next

Populate global rank value for all existing records of your high-level planning table.

*[\>]: and then