Customize the planning item display preferences for Prioritization and Roadmap in Portfolio Planning Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Update source table configurations so that you can customize the roadmap view in Portfolio Planning according to your business priorities.

    Before you begin

    Install Portfolio Planning.

    Role required: sn_roadmap_plng.roadmap_admin or sn_align_core.apw_admin

    About this task

    For the source tables that you use to create your portfolio plans or free-form roadmaps, modify the configuration. You can update the fields to group and color the items on the roadmap, the metrics to be displayed for each item, and others.

    Procedure

    1. Navigate to All > Portfolio Planning > Portfolio Plan Configuration.
    2. Open a table for which you want to edit the configuration.
    3. Edit the required fields.
      For field information, see Portfolio plan configuration form.
    4. Select Update.