How are “Goals / Scoring showing in Strategic Planning Workspace and how can hide or remove it

MakhanlalM
Tera Contributor

Hi Community,

I’m working in the Strategic Planning Workspace  Portfolio Planning. When I open a portfolio, I see the following options in the left‑hand navigation:

  • Goals
  • Scoring
  • Planning

Under Planning, the table has four different tabs, and one of those tabs is Capacity.
I would like to understand how this Capacity tab is being enabled and how I can remove or hide it.

I at the bottom of the page there is a “Show and hide modules” button. However, this configuration seems to be applied per portfolio plan, meaning it has to be set every time a new portfolio plan is created.

My questions are:

  • What controls the visibility of the Capacity tab in Planning?
  • Is there a way to disable or hide Capacity globally, instead of configuring it for each portfolio plan?
  • Is this controlled by roles, personas, portfolio type, or some other configuration?

Any guidance or best practices would be really helpful.

Thanks in advance!

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