We'd like to personalize our roadmap experience in the Strategic Planning Workspace > Planning > Roadmap view > Personalize pane. As an admin, are there steps and recommended best practice for configuring the following?
- How to add other information in the planning item to display on bars? This may be a custom field but would be a part of the alignment integration map and in the parent Planning item table.
- How to add total planned or approved hours or WSJF score to be a Metrics choice?
Hi Jennifer,
Go to 'Portfolio plan configuration' and select the planning item table. If you are only pulling in one type of planning items into the portfolio plan, select the respective table.
Change the metrics fields. Whatever fields you select here will be shown in the portfolio plan for end-user to select. Date fields are not allowed but numeric fields are allowed.
