Personalize roadmap Kanban view
Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards.
Before you begin
Role required: sn_align_core.apw_user
Procedure
Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one and then select Planning.
Select Kanban tab.
Select the Personalize icon (
Image omitted: icon-settings.png
Personalize icon.\) to update the view, based on your preferences.
Personalize icon.\) to update the view, based on your preferences.
| Choice | Action |
|---|---|
| Update Vertical lane and Horizontal lane values | Choose your desired values from the vertical lane and horizontal lane fields, using the drop-down. You may choose not to have any Horizontal lane value, by selecting None from the drop-down list. Image omitted: lanes.gif Update the Vertical and Horizontal lane values.<strong>Note:</strong> If the portfolio plan contains planning items of the same type, you will be able to select more columns related to the planning type. For example, if all the planning items are 'Demands', then the column will also have values like 'Investment class', 'Investment type', and more. By default, the Vertical lane value is 'Planning state' and the Horizontal lane value is 'Priority' for the Kanban tab.</td></tr><tr><td id="d230974e135"><strong>Edit the items to show on card</strong></td><td>Choose the fields that you want to view on the cards. Use the toggle buttons for the <strong>Owner</strong> and <strong>Item type</strong> fields, for the other fields use the drop-downs.[Omitted image "show-on-card.gif"] Alt text: update the fields to show on the card.<strong>Note:</strong> Your Kanban preferences will be saved at the portfolio plan level.</td></tr></tbody> Image omitted: using-kanban.gif Using the Kanban side-panel, drag and drop, and changing the lanes functionality. Parent Topic:Planning roadmaps in Strategic Planning Workspace |