Personalizing views for prioritization
Personalize how the Prioritization and Hierarchy tabs on the Planning page are displayed in Portfolio Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.
- Personalize Prioritization view
Group and sort the planning items by the attributes of your choice, and customize the displayed columns to facilitate effective grooming.
- Personalize Hierarchy view
- 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.