Is there a way to have a Template report for Strategic Management Workspaces
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10-29-2024 10:36 AM - edited 10-29-2024 10:41 AM
I have created a Strategic Planning Workspace for my Portfolio Projects. I format the Prioritization section of this with the columns that I want, in the order I want. However, when I share this with others...it is set to however they have it set in their profile and they can't make heads or tails or it doesn't show the data I have chosen to display for them.
Is there a way to create a Prioritization Strategic Planning Workspace that is able to share with a set layout so users/viewers don't have to try and recreate what I intended for them to see?
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