Create a portfolio plan view in Portfolio Planning

  • Release version: Yokohama
  • Updated June 16, 2026
  • 1 minute to read

    • Create a customized portfolio plan view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    Before you begin

    Role required: sn_align_core.ap_read_only

    About this task

    You can create up to three private views and up to 10 shared (public) views per portfolio plan.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one.
    3. Make any changes to the view as needed.
      For example, apply filter with the Department attribute and the value as Finance.

      The Save as new view option appears on the portfolio plan header.

      shared view in portfolio planning.
    4. From the portfolio plan header, select Save as new view.
    5. On the Save as new view window, fill the details.
      1. Enter a name for the view in the View name field.
      2. Optional: Select the Shared view toggle to make this view public.
        Selecting the Shared view toggle makes the view visible to all stakeholders with whom this portfolio plan is shared.
      3. Select Save.

    Result

    The shared view for the portfolio plan is created and will be visible to all stakeholders with whom this portfolio plan is shared.

    What to do next