Create a portfolio plan view

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • Create a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    Antes de Iniciar

    Role required: sn_align_core.ap_read_only

    Por Que e Quando Desempenhar Esta Tarefa

    You can create up to three private views and up to ten shared (public) views per portfolio plan.

    Procedimento

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one.
    3. Make any changes to the view as needed.
      For example, apply filter with the Department attribute and the value as Finance.

      The Save as new view option appears on the portfolio plan header.

      shared view in strategic planning.
    4. From the portfolio plan header, select Save as new view.
    5. On the Save as new view window, fill the details.
      1. Enter a name for the view in the View name field.
      2. Opcional: Select the Shared view toggle to make this view public.
        Selecting the Shared view toggle makes the view visible to all stakeholders with whom this portfolio plan is shared.
      3. Select Save.

    Resultado

    The shared view for the portfolio plan is created and will be visible to all stakeholders with whom this portfolio plan is shared.

    O que Fazer Depois