Edit a portfolio plan view in Portfolio Planning

  • Release version: Xanadu
  • Updated June 16, 2026
  • 1 minute to read

    • Edit 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.

    Before you begin

    Role required: sn_align_core.ap_read_only

    About this task

    • Only the owner of a portfolio plan view can edit a shared (public) view.
    • You can have up to three private views and up to ten shared (public) views per portfolio plan.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one.
    3. From the portfolio plan header, select the view you want to edit or override with your personalization settings from the list of available portfolio plan views.
      The selected view appears.
    4. Make changes to the view as needed.
      For example, apply filter with the Department attribute and the value as Finance.

      After you make any change to the view, the Save view option appears in the portfolio plan header.

    5. Select Save view.
      The view is updated to reflect the changes made.
    6. Optional: To edit name of the view, select the Portfolio plan view drop-down from the portfolio plan header and then select Edit view icon (edit view icon.) next to the view you want to edit the name for.
      On the Edit view window, fill the details.
      1. Update the name for the view in the View name field as required.
        Note:
        Only the owner of the portfolio plan view can rename the view.
      2. Optional: Select the Shared view toggle to make this view public or disable the Shared view toggle to make the view private.
        Important:
        Changing a shared view to a private view removes access for existing stakeholders.
      3. Select Save.

        The name of the view is updated.

        Edit portfolio plan view name.

    What to do next

    Share the portfolio plan with your stakeholders to start collaborating on the portfolio plan. See Share portfolio plans in Portfolio Planning Workspace.