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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Personalizing views for prioritization

Personalize how the Prioritization, Kanban, and Hierarchy tabs on the Planning page are displayed so that you can view the planning item information that is most relevant to you and your stakeholders.

  • Personalize the Prioritization view
    Personalize the List view in the Prioritization page by grouping, sorting, and hiding columns so that you can view the information that is most relevant for planning.
  • Personalize Kanban view
    Personalize the Kanban tab view in your portfolio plan's Planning page as displayed in Strategic Planning, so you can view information that is most relevant to you and your stakeholders.
  • Personalize Hierarchy view
    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.

Parent Topic:Prioritizing portfolio plan work in Strategic Planning Workspace