Personalize Prioritization view

Personalize the Prioritization tab view in the Planning page in the workspace so that you can view the information that is most relevant to you and your stakeholders.

Before you begin

Create a portfolio plan

Role required: sn_align_core.apw_user

About this task

This task provides guidance on different options to personalize the Prioritization view of the Planning page.

Personalization preferences are saved as the portfolio plan's settings in Portfolio Planning. So, these settings are applied to all the users or user groups that the portfolio plan is shared with.

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.

2. From the list of portfolio plans, select one and then select Planning.

3. Use the Personalize side panel to update the display of rows and columns on the page.

   1. Select the Personalize icon (

2.  From the Columns section, select the columns that you want to see or hide the data of.

    You can reorder the columns here to change their display order on the backlog.

    If you want additional columns to be available in this page, your admin can configure them. See [Configuring additional columns for Prioritization page in Portfolio Planning](customizing-the-columns-for-prioritization-page-in-portfolio-planning.md).

3.  From the Rows section, choose how the rows are displayed, using the **Shade alternate rows** toggle.

1. Group your items by one or multiple columns that are on display in the Prioritization page.

   You can group the planning items by an attribute of the type choice or reference. Some examples to group by are Planning state, Planning item type, Owner, and Primary goal.

   Use one of the following ways to group the planning items. Repeat the action to group the list by multiple attributes.

2.  Select **Filter**.

3.  Select or type the filter that you want to apply.

    For example, you can have the list to show only **New** items, by filtering the **Planning state** column. Other examples to filter by are the item's planning state, primary goal, or priority.

**Note:**

You can filter only on those attributes that are of the type choice, string, or reference.

2.  From the Pin column section, select **Pin to left** or **Pin to right**.

    The default selection is **Unpin**.

Selecting this option reverts the column personalization, grouping, and sorting to default settings.

Personalization settings that you've made so far on the Prioritization page would be cleared. Any personalization that you make after this point is set as the new preference for the portfolio.