Personalizing Prioritization page views in Portfolio Planning Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Personalize how the List and Hierarchy views on the Prioritization page in Portfolio Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.

    Personalize Prioritization List view in Portfolio Planning Workspace

    Group and sort the planning items by the attributes of your choice, and customize the displayed columns to facilitate effective grooming.

    Personalize Prioritization Hierarchy view in Portfolio Planning Workspace
    Modify the views based on the lens to learn how work in the current portfolio plan relates to other lenses and gain better visibility into roll-ups of finances and schedules.