Customize planning item display preferences for roadmaps
Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.
Before you begin
Role required: sn_align_core.apw_admin
About this task
Update default settings for the display of planning items such as Group by fields, Color by fields, Metrics fields, and Kanban preferences, such as default vertical lane and horizontal lane, metrics on the Kanban cards and others, on the following pages:
- Portfolio plans:
- Prioritization view
- Kanban view
- Roadmap view
- Free-form roadmaps:
- Timeline view
- Kanban view
The options in these configurations are as follows:
| Configuration table | Fields |
|---|---|
| Prioritization and Roadmap configuration | - Group by fields - Color by fields - Metrics fields - Status field - Percent complete field |
| Kanban configuration | Prioritization, roadmap, and free-form roadmap tabs:- Horizontal lane - Vertical lane - Metrics on Kanban card |
| Rank configuration | Rank configuration |
Procedure
Navigate to All > Strategic Planning > Portfolio Plan Configuration.
Open a table for which you want to edit the configuration.
Edit the required fields.
For field information, see Portfolio plan configuration form.
Select Update.
Parent Topic:Prioritization display settings in Strategic Planning