Delete a portfolio plan view
Delete a customized portfolio plan view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.
Before you begin
Role required: sn_align_core.ap_read_only
About this task
- Only the owner of the portfolio plan view or an editor of the portfolio plan can delete the view.
- Deleting a portfolio plan deletes the view, including any changes made to the view. However, this action keeps the items (projects, demands, epics) intact in the portfolio plan.
- You can have up to three private views and up to ten shared (public) views per portfolio plan.
Procedure
Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one.
Select the Portfolio plan view drop-down from the portfolio plan header and then select Delete view icon (
Image omitted: delete-view-icon-spw.png
Delete view icon.\) next to the view you want to delete.
Delete view icon.\) next to the view you want to delete.
The Delete this view window appears.
- On the Delete this view window, select Delete.
Image omitted: delete-view-spw.gif
Delete portfolio plan view.
Delete portfolio plan view.
Parent Topic:Managing portfolio plan views in Strategic Planning Workspace
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