Personalize Hierarchy view in the Prioritization page of Strategic Planning Workspace

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

    • Personalize the Hierarchy view in the Prioritization page of Strategic Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.

    Before you begin

    Create a portfolio plan in Strategic Planning.

    Role required: sn_align_core.apw_user

    About this task

    Sort the planning items by an attribute of your choice and use the Personalize side panel to customize the display of the columns.

    Personalization preferences are saved as the portfolio plan's settings in Strategic Planning. So, these settings are applied to all the users or user groups that the portfolio plan is shared with.

    Procedure

    1. Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. Personalize the timeline view and the columns on the grid view using the Personalize side panel.
      1. Select the Personalize icon (Personalize icon.).

        The personalize side panel opens.

        Personalize settings in the Hierarchy view

      2. From the Timeline section, toggle the display of item names and dependency lines.
        You can also choose to update the layout. Select Grid and timeline view, Grid view, or just the Timeline view.
      3. From the Columns section, update the planning item fields that are displayed in the grid view.
        Select the necessary columns and click Apply.
    4. Sort the planning items by any column, by clicking the column name.
      For example, you can sort the items by Approved start date.
    5. Apply filters to the data shown in Prioritization.