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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Personalize Hierarchy view

# Personalize Hierarchy view {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Personalize the Hierarchy tab view in the Planning page of Strategic Planning 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/dHFMasAMWOnsicM0dqekcA "Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.").

Role required: sn_align_core.apw_user

## About this task

Sort the planning items by an attribute of your choice and use the Personalize side
panel to customize the display of the columns.

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

## Procedure

1. Navigate to AllStrategic PlanningStrategic Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select one and then select Planning.
3. Personalize the timeline view and the columns on the grid view using the Personalize side panel.
   1. Select the Personalize icon (![Personalize icon.]()).  
      The personalize side panel opens.

   2. From the Timeline section, toggle the display of item names and dependency lines.  
      You can also choose to update the layout. Select Grid and timeline view, Grid view, or just the Timeline view.
   3. From the Columns section, update the planning item fields that are displayed in the grid view.  
      Select the necessary columns and click Apply.
   {#personalize-hierarchy-view__substeps_ixd_bbg_fwb}
4. Sort the planning items by any column, by clicking the column name.  
   For example, you can sort the items by Approved start date.
5. Apply filters to the data shown in Prioritization.
{#personalize-hierarchy-view__steps_tmy_sl4_dwb}

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