Show or hide the features for a portfolio plan

  • Release version: Xanadu
  • Updated October 17, 2024
  • 1 minute to read

    • As a portfolio manager, show or hide the features (for example, Goals, Scoring, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.

    About this task

    Hiding features for your portfolio plan helps you share only the data that matters to your stakeholders and restrict access to the other data in your portfolio plan.
    Note:
    When you share a portfolio plan with your stake holder providing view access and hiding a feature (for example, Scoring), the viewer can only view the enabled features and can't see the hidden feature (Scoring) in the shared portfolio plan. However, when you share a portfolio plan providing edit access, the editor can enable or hide the features as required and can view and edit any data in the shared portfolio plan.

    Before you begin

    Create a portfolio plan in Strategic Planning.

    Role required: sn_align_core.apw_user or business_stakeholder

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select the portfolio plan for which you want to show or hide the features.
    3. From the left pane of the portfolio plan, select Show/hide modules.
    4. On the Show/hide modules window, select the modules and features that you want to show and deselect the modules and features that you want to hide.

      Show or hide modules in Strategic Planning.

    5. Select Apply changes.