Customize the planning item display preferences for Prioritization and Roadmap

Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.

Before you begin

Install Strategic Planning.

Role required: sn_align_core.apw_admin

About this task

Update default settings for the display of planning items such as Group by fields, Color by fields, Metrics fields, and Kanban preferences, such as default vertical lane and horizontal lane, metrics on the Kanban cards and others, on the following pages:

• Portfolio plans:
  • Prioritization Kanban view
  • Roadmap timeline view
  • Roadmap kanban view
• Free-form roadmaps:
  • Timeline view
  • Kanban view

The options in these configurations are as follows:

Table 1. Table Configurations

Configuration table	Fields
Roadmap timeline configuration	Group by fields Color by fields Metrics fields Status field Percent complete field
Kanban configuration	Prioritization, roadmap, and free-form roadmap tabs: Horizontal lane Vertical lane Metrics on Kanban card
Rank configuration	Rank configuration

Procedure

1. Navigate to All > Strategic Planning > Portfolio Plan Configuration.
2. Open a table for which you want to edit the configuration.
3. Edit the required fields.
   For field information, see Portfolio plan configuration form.
4. Select Update.