Create a portfolio plan view

---
title: Create a portfolio plan view
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-portfolio-plan-view-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-11-06"
reading_time_minutes: 1
breadcrumb: [Manage portfolio plan views, Portfolio Planning, Strategic Portfolio Management]
---

# Create a portfolio plan view

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.

    \[Omitted image "create-shared-view-ppw.gif"\] Alt text: 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.  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

-   Share the portfolio plan with your stakeholders to start collaborating on the portfolio plan. See [Share a portfolio plan with stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/share-portfolio-plan-in-portfolio-planning-workspace.md).
-   Edit a portfolio plan view to make any changes to the existing view. See [Edit a portfolio plan view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/edit-portfolio-plan-view-ppw.md).

**Parent Topic:**[Managing portfolio plan views in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/managing-portfolio-plan-views-ppw.md)