Create highlighted values for Prioritization columns in Portfolio Planning

Customize the fields to be highlighted on the Prioritization page of a portfolio plan according to your planning manager's needs.

Before you begin

Modify Script Includes for Prioritization page in Portfolio Planning.

Role required: admin

Procedure

1. Navigate to Workspace Experience > Administration > Highlighted Values.

2. Select New.

3. On the form, fill in the fields.

   For field information, see Highlighted Value form.

4. Save the form.

5. In the Highlighted Value Conditions related list, create records to configure the color, order, and icon for each of the field values that you want to be highlighted in the workspace.

   1. Select New

   2. On the form, fill in the fields.

      For field, information, see Highlighted Value Condition form.

   3. Select Submit.

6. Repeat step 5 to complete this configuration for all the field values.

   For example, if you are configuring for status column, you must create three records in the Highlighted Value Conditions related list for each of the choices Red, Green, and Yellow.

7. Select Update.

Parent Topic:Highlighted fields on the Prioritization tab