How to add fields in the portfolio planning filer in Strategic planning workspace
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03-20-2025 01:10 AM
Hello,
I am having requirement like i need to add new additional fields as a filer on portfolio planning filer in Strategic planning workspace,
can any one help where exactly i can configure so that the field reflects on the filer
Thanks in advance,
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04-03-2025 01:29 AM
If you need to add additional fields to quick filter, you need to add those fields in the Grid view or Roadmap view so that they appear in the view. Then they will appear in that filter.