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

Community Alums
Not applicable

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?

kanban.jpg

9 REPLIES 9

ThomasvanAlem
Tera Contributor

I am struggling to select 'state' as  column in the kanban. It isn't listed as an option in the dropdown menu. Is it possible to add 'state' to the options?

ThomasvanAlem_0-1744284698554.png

 

 

@Prashant_S: Do you know the solution to my problem?

@ThomasvanAlem State field is read only in Portfolio Planning as we wanted that field to be synced only from execution side. Since its read only we havent included it in the lanes as you cant change state of planning items from alignment side. 

VinothiniA
Tera Contributor

Is Kanban view option visible in Portfolio Planning Workspace ?

I have installed/repaired "@devsnc/sn-vtb" plugin as mentioned in KB article but still unable to view this option

 

I didn't install Strategic Planning only Portfolio Planning has been installed .So , is Kanban view visible only in strategic planning workspace?

Can anyone help on this please ?

 

Thanks,

Kanban is available only with Strategic Planning. List and Hierarchy views come with Portfolio Planning.