Create related list views for planning item types in Strategic Planning
For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.
Before you begin
- Define a planning item type in Strategic Planning.
- Ensure that the application scope in your instance is set to Portfolio Planning.
Role required: admin
About this task
Every Related list that you add to your planning item tables must be in the APW Default view.
Procedure
Navigate to All > System Definition > Tables.
Filter the list of tables by using Planning Item in the Extends table column.
Select a planning item type that you created.
Select the Show Form related link.
From the form header, select the Additional actions menu (
Additional actions icon.\) and select **Configure** > **Related Lists**.
From the View name field in the List view section, select New.
In the View name field, enter APW Default.
Select OK
Using the Available and Selected lists of related lists, select the ones that you want on your planning item form.
You can also rearrange them in the order of your choice.
Select Save.
What to do next
Create workspace view rules for planning item forms in Strategic Planning.