Personalize the Prioritization view
Personalize the List view in the Prioritization page by grouping, sorting, and hiding columns so that you can view the information that is most relevant for planning.
Before you begin
Role required: sn_align_core.apw_user
About this task
This task provides guidance on different options to personalize the view of Prioritization tab in the Planning page.
Personalization preferences are saved as the portfolio plan's settings in Strategic Planning. So, these settings are applied to all the users or user groups that the portfolio plan is shared with.
Procedure
Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one and then select Planning.
Use the Personalize side panel to update the display of rows and columns on the page.
- Select the Personalize icon (
Personalize icon.\).
2. From the Columns section, select the columns that you want to see or hide the data of.
You can reorder the columns here to change their display order on the backlog.
If you want additional columns to be available in this page, your admin can configure them. See [Configuring additional columns for Prioritization in Strategic Planning](customizing-the-default-backlog-view-in-alignment-planner-workspace.md).
3. From the Rows section, choose how the rows are displayed, using the **Shade alternate rows** toggle.
Group your items by one or multiple columns that are on display in the Prioritization tab.
You can group the planning items by an attribute of the type choice or reference. Some examples to group by are Planning state, Planning item type, Owner, and Primary goal.
Use one of the following ways to group the planning items. Repeat the action to group the list by multiple attributes.
| Choice | Action |
|---|---|
| Drag and drop | Drag and drop a column name to the Grouped by bar above the list. In the sample list here, the Planning item type column is dropped into the Grouped by bar. Image omitted: backlog-grouping-animation.gif Animation showing grouping the backlog list by planning item type.</p></td></tr><tr><td id="d255945e238"><strong>Use Column actions</strong></td><td>Select the Column actions icon ([Omitted image "icon-column-actions.png"] Alt text: Column actions.) and select <strong>Group by <attribute></strong>.[Omitted image "backlog-grouping-option.png"] Alt text: Prioritization page grouping option from column actions.</td></tr></tbody>
Image omitted: icon-column-actions.png Column actions.\).
Image omitted: icon-column-actions.png Column actions.\).
Image omitted: icon-settings.png Personalize icon.\).
Parent Topic:Personalizing views for prioritization |