Skip to main content

Configure object types

Maintain the type lists users pick from when they create or edit a Performance Indicator, Journey, Capability, Opportunity, or Process. All five areas use the same screen, so the steps below apply to each.

Prerequisites​

  • The matching repository permission for each area — Manage Performance Indicator Configuration, Manage Journey Configuration, Manage Capability Configuration, or Manage Opportunity Configuration. Process Types instead requires Manage Repository Configuration. See Assigning Security Roles.

Steps​

  1. In the Repository area, select the object type to configure:

    AreaType lists
    Performance IndicatorsPerformance Indicator Types
    JourneysJourney Types
    CapabilitiesCapability Types
    OpportunitiesOpportunity Types and, on a second tab, Opportunity Instance Types
    ProcessesProcess Types

  2. Click Add type to add a top-level type, or Add subtype on a row to nest a child type. Type names can be up to 255 characters and must be unique.

  3. Save the row. Use a row's Edit and delete actions to maintain existing types, and Expand all to open the whole hierarchy.

The Performance Indicator Types screen with the type tree and Add type button.

Process Types ships with a standard hierarchy — Management, Core, and Support processes with their child types — and a read-only Standard type that every process gets by default and that you can't rename or delete. Set a process's type on the process's Settings tab.

The Process Types screen with the standard hierarchy expanded, showing Management, Core, and Support processes with child types and the read-only Standard type.

Limitations​