Configuring Prioritization and Roadmap settings in Portfolio Planning

Configure the way data is shown on the Prioritization and Roadmap pages of the workspace so that your planning managers view the information that is relevant for them.

• Highlighted fields on the Prioritization tab
  Customize the fields to be highlighted on the Prioritization tab of a portfolio plan according to your planning manager's needs.
• Modify Script Includes for milestone icons in Portfolio Planning Workspace
  Modify the Script Includes for milestone icons of the roadmap and portfolio plan to customize the icons to be shown in the Roadmap tab in the workspace.
• Configure additional source tables for free-form roadmap in Portfolio Planning
  Add new tables to roadmap preferences and configure their details so that these tables can be used as source tables while creating a free-form roadmap in Portfolio Planning.
• Customize planning item display preferences in Portfolio Planning
  Update source table configurations so that you can customize the roadmap view in Portfolio Planning according to your business priorities.
• Update the display limit of items for Prioritization and Roadmap in Portfolio Planning
  Create a system property to update the display limit of the items shown in Prioritization page, Roadmap page, and the item milestones on the roadmap view in Portfolio Planning.
• Hierarchy view configuration in Portfolio Planning
  Show or hide parent records of planning items shown in the Hierarchy view for high-level and regular portfolio plans by configuring system properties.

Parent Topic:Configuring Portfolio Planning