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Planview Customer Success Center

Configuring Planview Roadmaps

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Adding additional Portfolios attributes 

You can add up to 10 single-select alternate structure attributes, which users can add to Portfolios-based roadmap items.

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Adding additional Portfolios attributes demo (3:02 mins.)

           

NOTE

To add these attributes, you require the following access and permissions:

  • Roadmaps admin product role
  • Planview Roadmaps for Enterprise subscription
  • You must be added as a Planview Portfolios user in Planview Admin

Also, this feature requires the April 2024 release of Planview Portfolios.

For more information, see Setting up Planview Roadmaps in Planview Admin  

           

To add Portfolios attributes

  1. Click the gear icon gear_dk_gray_CC.png in the top menu bar. The Planview Roadmaps configuration view appears.
  2. In the Portfolios attributes section, click + Add attribute.
  3. Select the entity type and attribute. You can search for attibutes by their name or ID.
  4. Click Add.

Removing a Portfolios attribute

When you remove a Planview Portfolios attribute, it is removed from all roadmap items and view settings, such as Group by and Color by.

To remove an attribute

  1. Click the X in the attribute row.
  2. Click Remove.