Create a portfolio plan view

Create a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

Before you begin

Role required: sn_align_core.ap_read_only

About this task

You can create up to three private views and up to ten shared (public) views per portfolio plan.

Procedure

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

2. From the list of portfolio plans, select one.

3. Make any changes to the view as needed.

   For example, apply filter with the Department attribute and the value as Finance.

   The Save as new view option appears on the portfolio plan header.

1. From the portfolio plan header, select Save as new view.

2. On the Save as new view window, fill the details.

   1. Enter a name for the view in the View name field.

   2. Select the Shared view toggle to make this view public.

      Selecting the Shared view toggle makes the view visible to all stakeholders with whom this portfolio plan is shared.

   3. Select Save.

Result

The shared view for the portfolio plan is created and will be visible to all stakeholders with whom this portfolio plan is shared.

What to do next

• Share the portfolio plan with your stakeholders to start collaborating on the portfolio plan. See Share a portfolio plan with stakeholders.
• Edit a portfolio plan view to make any changes to the existing view. See Edit a portfolio plan view.

Parent Topic:Managing portfolio plan views in Strategic Planning Workspace