Prioritization display settings in Strategic Planning

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

• Configuring additional columns for Prioritization in Strategic Planning
  Customize the default column configuration for the Prioritization page of your portfolio plan so that your planning managers can select the appropriate data points they need.
• Customize highlighted fields on Prioritization page
  Customize the fields to be highlighted on the Prioritization page of a portfolio plan according to your planning manager's needs.
• Modify Script Includes for milestone icons in Strategic Planning
  Modify the Script Includes for milestone icons in the roadmap and portfolio plan to customize the icons displayed in the Roadmap tab in the workspace.
• Update the display limit of Prioritization and Roadmap items
  Create a system property to update the display limit of the items shown in Prioritization and Roadmap views in Strategic Planning Workspace.
• Configure additional source tables for a free-form roadmap
  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 Strategic Planning.
• 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.
• Hierarchy tab display configuration in Strategic Planning
  Show or hide parent records of planning items shown in the Hierarchy tab for high-level and regular portfolio plans by configuring system properties.

Parent Topic:Configuring Strategic Planning Workspace