Apply quick filters for Prioritization and Roadmap data in Portfolio Planning

Quickly apply filters for data in the Prioritization or Roadmap tabs to help you seamlessly plan using a consistent data set across all views of the tab.

Before you begin

Role required: sn_align_core.apw_user

About this task

Quick filters help you filter the data shown in the List and Hierarchy views of Prioritization and Roadmap. These filters are saved as your preferences. This way, you can view the same data across all views for a tab, even when you log back in later, helping you seamlessly plan, prioritize and roadmap work.

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. Based on the tab you want to work in, select Prioritization, Roadmap, or Capacity Planning.

   By default, the data in the Roadmap tab is filtered with the Planning state of Prioritized and you see only prioritized items.

4. From the portfolio plan header, select Filter and add conditions.

   You can add filters for only those fields that are of the choice or reference type, within the tab.

   • You can apply filters on only those fields that are available in those views.
   • The filters are automatically applied and the data shown in the tabs is automatically refreshed.
   • The filters set in the Prioritization tab are not applied to the Roadmap tab and vice-versa.
   • The filters set in to one view are also applied to the other views, within the same tab.