Managing portfolio plan views in Portfolio Planning
Portfolio managers can create customized views for their portfolio plans by applying personalization settings such as column selection, grouping, and filtering. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the portfolio plans.
Benefits of portfolio plan views
Portfolio managers can create personalized views as needed by applying settings such as column selection, grouping, and filtering.
- Views can be created as private or public.
- Can create up to three private views and up to 10 shared (public) views.
- Portfolio plan views can be shared with stakeholders to enable collaboration on the portfolio plan.
- Switch between shared and private views as needed.
- Each view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs.