Planning Elements Overview

Each planning initiative or event in your planning strategy is represented as a planning element in the Planning Board. Each planning element is based on an element type that is defined with a set of dates, metrics, and matrices and that represents an initiative that spans a period of time, such as project, or a specific date in time, such as a project launch date.

Planning elements can be arranged into portfolios that represent a parent-to-child relationship, and can be assigned additional dependencies. How Planners at your company define what a planning element is and what it represents can vary. However, how you add elements to the Planning Board and enter the element's details is the same.

See the following to get started:

• Adding Planning Elements to the Planning Board
• Entering Planning Element Details, Metrics, and Matrix Values
• Identifying Planning Elements with Images
• Configuring Phase Names and Dates in Planning Elements
• Assigning Teams to Planning Elements
• Setting Planning Element Security