How to Save a Personal View in My Portfolio?

When you want to save a personal portfolio view with the filters and fields you want to show on the page, please follow the following steps:

1. Log into OnePlan, click on “My Portfolio” icon
2. Select fields you want to have overall view on Portfolio page, click “Select Columns” icon

For example, we want to add “Alternate Project Titles” on the page next to "Name” field. Drag the field from left to right, under “Name”. Click “Save” to save the editing.

“Alternative Project Titles” field add on the page.

1. If you want to use the filter to filter the Project you want to see on the page, click filter icon
2. Here we use “Project Priority Level” as example.  We select filter for “Project Priority Level” – “Critical”

Page filtered by “Project Priority Level – Critical”

Save the page as Personal view

1. Click the top right corner “portfolio view” drop down list 

NOTE:

You can save few different personal view to match different working purposes.