Personalize Kanban view of Prioritization page of Strategic Planning Workspace

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

    • Personalize the Kanban view in your portfolio plan's Prioritization page as displayed in Strategic Planning, so you can view 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

    Provides guidance on different options to personalize the Prioritization page for the Kanban view.

    Kanban preferences are saved in the portfolio plan level. 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. Select Kanban view.
    4. Select the Personalize icon (Personalize icon.) to update the view, based on your preferences.
      ChoiceAction
      Update Vertical lane and Horizontal lane values Choose your desired values from the vertical lane and horizontal lane fields, using the drop-down. You may choose not to have any Horizontal lane value, by selecting None from the drop-down list.Update the Vertical and Horizontal lane values.
      Note:
      If the portfolio plan contains planning items of the same type, you will be able to select more columns related to the planning type. For example, if all the planning items are 'Demands', then the column will also have values like 'Investment class', 'Investment type', and more. By default, the Vertical lane value is 'Planning state' and the Horizontal lane value is 'Priority' for Kanban in the prioritization page.
      Edit the items to show on card Choose the fields that you want to view on the cards. Use the toggle buttons for the Owner and Item type fields, for the other fields use the drop-downs.update the fields to show on the card.
      Note:
      Your Kanban preferences will be saved at the portfolio plan level.
      See Customize the planning item display preferences for Prioritization and Roadmap.Using the Kanban side-panel, drag and drop, and changing the lanes functionality.
      Important:
      The default display limit of vertical lanes and horizontal lanes shown on a Kanban board is 30 and 30 respectively. These lanes support only reference and choice fields. As you user, you will not be able to change the field metrics on a Kanban card.