Customize the planning item display preferences for Prioritization and Roadmap

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.

    Vorbereitungen

    Install Strategic Planning.

    Role required: sn_align_core.apw_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Update default settings for the display of planning items such as Group by fields, Color by fields, Metrics fields, and Kanban preferences, such as default vertical lane and horizontal lane, metrics on the Kanban cards and others, on the following pages:
    • Portfolio plans:
      • Prioritization view
      • Kanban view
      • Roadmap view
    • Free-form roadmaps:
      • Timeline view
      • Kanban view
    The options in these configurations are as follows:
    Tabelle : 1. Table Configurations
    Configuration table Fields
    Prioritization and Roadmap configuration
    • Group by fields
    • Color by fields
    • Metrics fields
    • Status field
    • Percent complete field
    Kanban configuration Prioritization, roadmap, and free-form roadmap tabs:
    • Horizontal lane
    • Vertical lane
    • Metrics on Kanban card
    Rank configuration Rank configuration

    Prozedur

    1. Navigate to All > Strategic 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.