---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Personalize Prioritization List view in Portfolio Planning Workspace

# Personalize Prioritization List view in Portfolio Planning
Workspace {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Personalize the List view in the Prioritization page in the workspace so that you can
view the information that is most relevant to you and your stakeholders.

## Before you begin

[Create a portfolio plan](https://www.servicenow.com/docs/JLPq_OhR~f1o9VAskKnLOA "Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planning perspective of your choice.")

Role required: sn_align_core.apw_user

## About this task

This task provides guidance on different options to personalize the List view of the Prioritization page.

Personalization preferences are saved as the portfolio
plan's settings in Portfolio Planning. So, these settings are applied
to all the users or user groups that the portfolio plan is shared with.

## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. Use the Personalize side panel to update the display of rows and columns on the page.
   1. Select the Personalize icon (![Personalize icon.]()).
   2. From the Columns section, select the columns that you want to see or hide the data of.  
      You can reorder the columns here to change their display order on the
      backlog.

      If you want additional columns to be available in this page, your
      admin can configure them. See [Configuring additional columns for Prioritization page in Portfolio Planning](https://www.servicenow.com/docs/VnuP2RFn8RTiDYARmHsUAw "Configure what columns must be displayed on the Prioritization page of portfolio plans so that your planning managers can select the appropriate data points they need.").
   3. From the Rows section, choose how the rows are displayed, using the Shade alternate rows toggle.
   {#personalize-prioritization-page-portfolio-planning-workspace__substeps_r15_1cc_jqb}
4. Group your items by one or multiple columns that are on display in the Prioritization page.  
   You can group the planning items by an attribute of the type choice or
   reference. Some examples to group by are Planning state, Planning item type,
   Owner, and Primary goal.

   Use one of the following ways to group the planning items. Repeat the action
   to group the list by multiple attributes.

   | Choice | Action |
   | Drag and drop | Drag and drop a column name to the Grouped by bar above the list. In the sample list here, the Planning item type column is dropped into the Grouped by bar. |
   | Use Column actions | Select the Column actions icon (![Column actions.]()) and select Group by \<attribute\>. |
   |-|-|

   {#personalize-prioritization-page-portfolio-planning-workspace__choicetable_mwf_cgk_htb}
5. Sort the planning items by any column, by clicking the column name.  
   For example, you can sort the items by Approved start date.
6. Filter the planning items by an attribute.
   1. For the column that you want to filter, select the Column actions icon (![Column actions.]()).
   2. Select Filter.
   3. Select or type the filter that you want to apply.  
      For example, you can have the list to show only
      New items, by filtering the
      Planning state column. Other examples to
      filter by are the item's planning state, primary goal, or
      priority.

   {#personalize-prioritization-page-portfolio-planning-workspace__substeps_pt5_wcm_ctb}  
   Note:  
   You can filter only on those attributes that are of the type choice,
   string, or reference.
7. Pin columns to the left or right of the list.
   1. For the column that you want to pin, select the Column actions icon (![Column actions.]()).
   2. From the Pin column section, select Pin to left or Pin to right.  
      The default selection is Unpin.
   {#personalize-prioritization-page-portfolio-planning-workspace__substeps_jrc_4gm_ctb}
8. Adjust the width of the columns as per choice or set the width to autofit.  
   Hold and drag the column border to adjust its width. You can set the column width to autofit using the Autofit this column or Autofit all columns options from the Column actions (![Column actions.]()).
9. Reset columns to default settings by selecting Reset columns from the Personalize menu (![Personalize icon.]()).  
   Selecting this option reverts the column personalization, grouping, and
   sorting to default settings.

   Personalization settings that you've made so far on the Prioritization page
   would be cleared. Any personalization that you make after this point is set
   as the new preference for the portfolio.
10. [Apply quick filters for Prioritization and Roadmap data in Portfolio Planning](https://www.servicenow.com/docs/B5Tj6Fm7c3Dj~Ws8vsyGsQ "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.")
{#personalize-prioritization-page-portfolio-planning-workspace__steps_q3l_j1g_fwb}

*[\>]: and then