How to add dot-walk columns in Strategic Planning Workspace Portfolio Planning?

Marlon Dale
Tera Expert

‎10-25-2024 12:34 PM - edited ‎10-25-2024 05:14 PM

So in Strategic Planning Workspace I click on the briefcase icon for Portfolio Planning. I then click on one of my Portfolio Plans. Then I go to the Planning section on the left navigation menu. From there I click on the gear icon for Personalize on the right navigation menu to edit my columns. Why can't I dot-walk on the reference fields in that list?

 

EDIT:

In SPW I see the table I'm trying to customize columns for is [sn_align_core_planning_item] and I tried configuring the list layouts for Default View and APW Prioritization adding my dot-walked column. But nothing reflects in the workspace personalization column selection. Can't find in UI builder where to mess with it either. Anyone have ideas?

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Jennifer Steele
Tera Contributor

‎12-13-2024 09:01 AM

I've been trying the same and it's been hit or miss for me. If I'm the owner of the portfolio plan, I can edit the plan, and just Next through the configuration and save and the fields eventually appear, but my users of the plan can't do anything to get the fields to display. We've tried Reset Columns etc but I'm wondering if it's related to the fact that users have personalized column configurations? 

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