Personalize Hierarchy view

task australia Updated Sep 10, 2026 1 min read personalize-prioritization-hierarchy-view-portfolio-planning-workspace.md

Raw file servicenow.com

Personalize the Hierarchy view in the Planning page of Portfolio 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.

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 Portfolio Planning. So, these settings are applied to all the users or user groups that the portfolio plan is shared with.

Procedure

Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one and then select Planning.
Personalize the timeline view and the columns on the grid view using the Personalize side panel.
1. Select the Personalize icon ([Omitted image "icon-settings.png"] Alt text: Personalize icon.).
  
  The personalize side panel opens.
  
  [Omitted image "hierarchy.png"] Alt text: Personalize settings in the Hierarchy view
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.
Sort the planning items by any column, by clicking the column name.

For example, you can sort the items by Approved start date.
Apply quick filters for Prioritization and Roadmap data in Portfolio Planning

Keywords alignment planner workspaceportfolio planning workspaceportfolio plannerstrategic plannerstrategic planning workspace

61 lines · 2.9 KB Wrap lines

---
title: Personalize Hierarchy view
description: Personalize the Hierarchy view in the Planning page of Portfolio Planning Workspace so that you can view the information that is most relevant to you and your stakeholders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/personalize-prioritization-hierarchy-view-portfolio-planning-workspace.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [alignment planner workspace, portfolio planning workspace, portfolio planner, strategic planner, strategic planning workspace]
breadcrumb: [Personalizing views for prioritization, Prioritize portfolio plan work, Portfolio Planning, Strategic Portfolio Management]
---

# Personalize Hierarchy view

Personalize the Hierarchy view in the Planning page of Portfolio 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-portfolio-plan-in-portfolio-planning-workspace.md).

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 Portfolio Planning. So, these settings are applied to all the users or user groups that the portfolio plan is shared with.

## Procedure

1. Navigate to **Workspaces** &gt; **Portfolio Planning Workspace** &gt; **Portfolio 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 \(\[Omitted image "icon-settings.png"\] Alt text: Personalize icon.\).

The personalize side panel opens.

\[Omitted image "hierarchy.png"\] Alt text: Personalize settings in the Hierarchy view

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**.

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 quick filters for Prioritization and Roadmap data in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/quick-fiters-prioitization-roadmap-ppw.md)