How to configure then vertical/horizontal lane dropdown options in the Strategic planning workspace?

[Community Alums]

Hello community,

nowhere have I found the configuration possibility to personalize the vertical and horizontal lane of a portfolio plan within the Strategic planning workspace. 

I would like to add the project 'phase' option in the vertical lane dropdown here in the kanban view, any ideas, please?

[PaulaaO]

Are you the owner of this Portfolio Plan? Cause if you are not (even with admin rights) you won't be able to Personalize it. I think you need to be the owner or at least be set as one of the editors to do that. Try that and let me know if it sorted it out for you 🙂

[Community Alums]

Hi, yes, I'm the owner of the portfolio plan, I created it for testing purposes. Plus I also have the admin rights on the instance...the question is just HOW I would achieve it...

As an example, in the vertical lane, where you see the Planning state, I need to add the Phase to that drop-down, it's a field that does exist on the Project table, so that should not be a problem. It's just that I don't know where this vertical/horizontal lanes' configuration can be found.

[PaulaaO]

Ah, I see. I thought the issue was that you were not able to make the selections because they are readonly and no options appear in the dropdown. It is weird you are experiencing this, as we use that field as well (we even renamed it) and it is listed in that dropdown and I have done the configuration and implementation for SPW and cannot recall doing anything specific in this regard..Might worth raising a case with SN Support if no luck here 🙂

[PaulaaO]

I think I got it, but worth testing 🙂 Project Phase is a column only in Project and if your Portfolion Plan is set to include both Projects and Demands then this field will not appear as it is unique to Project. Try to create a PP just using Projects and then see if the option appears in the dropdown.

When it's a "mix" of planning items the system will give you those columns that are common across all of them. I think I encountered a similar situation when I was at the filtering part of the PP creation and we wanted to use a custom field which sat only in Project and we could not apply it because of this.

Now, getting back to your query around personalisation I don't know which component drives that behaviour, buuut I would probably steer clear of doing this as I have a feeling it would break the functionality one way or the other, that if even it's possible such a customisation. I think you're better off to find a common column for the planning items so that appears "naturally" in the list OR create a custom field in Demand to mimic the Project phase.