Enable high-level planning for a lens entity
To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.
Before you begin
Create portfolio plan configuration for high-level planning.
Role required: admin
About this task
For the table that you want to enable high-level planning, set the Planning enabled field to Yes in the Lens form. Completing this task would enable your planning managers to create portfolio plans using this table as a planning item, in Strategic Planning Workspace.
For this task, consider the example of Strategic Investments as the lens and the Strategic Priority [sn_gf_strategy] table as the high-level planning entity.
Procedure
Navigate to All > Strategic Planning > Lenses.
Select and open the lens that you want to use for high-level planning.
For example, select Strategic Investments.
In the Lens structures related list of the Lens form, set the Planning enabled field of your high-level entity to true.
For example, set the Planning enabled field of Strategic Priority entity to true.
If your high-level entity is not a part of your lens structure, you can add it. See Add or modify lens structure in Strategic Planning.
Planning enabled field for a lens entity in the Lens structures related list of a Lens form.
- Save the Lens form.
Result
Your planning managers can now create portfolio plans on the Strategic Investment lens and use Strategic Priority as their planning item.
Important: Once a portfolio plan is creating based on this entity, you can neither disable high-level planning for it nor delete the entity record from the lens structure.