Create rank configuration for high-level planning

task brazil Updated Sep 10, 2026 1 min read create-rank-configuration-enable-high-level-planning.md
Raw file servicenow.com

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.

Before you begin

Create global rank column for high-level planning.

Role required: admin

About this task

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.

Procedure

  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.

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**.

What to do next

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

Search documentation
Search document titles and file paths on the brazil branch