Personalize roadmap Kanban view
Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards.
Before you begin
Role required: sn_align_core.apw_user
Procedure
-
Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
-
From the list of portfolio plans, select one and then select Planning.
-
Select Kanban tab.
-
Select the Personalize icon ([Omitted image "icon-settings.png"] Alt text: Personalize icon.) to update the view, based on your preferences.
|
Choice |
Action |
|---|---|
|
Update Vertical lane and Horizontal lane values |
Choose your desired values from the vertical lane and horizontal lane fields, using the drop-down. You may choose not to have any Horizontal lane value, by selecting None from the drop-down list.[Omitted image "lanes.gif"] Alt text: Update the Vertical and Horizontal lane values.Note: If the portfolio plan contains planning items of the same type, you will be able to select more columns related to the planning type. For example, if all the planning items are 'Demands', then the column will also have values like 'Investment class', 'Investment type', and more. By default, the Vertical lane value is 'Planning state' and the Horizontal lane value is 'Priority' for the Kanban tab. |
|
Edit the items to show on card |
Choose the fields that you want to view on the cards. Use the toggle buttons for the Owner and Item type fields, for the other fields use the drop-downs.[Omitted image "show-on-card.gif"] Alt text: update the fields to show on the card.Note: Your Kanban preferences will be saved at the portfolio plan level. |
**Important:** The default display limit of vertical lanes and horizontal lanes shown on a Kanban board is 30 and 30 respectively. These lanes support only reference and choice fields. As you user, you will not be able to change the field metrics on a Kanban card.
Parent Topic:Planning roadmaps in Strategic Planning Workspace
---
title: Personalize roadmap Kanban view
description: Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/custom-roadmap-kanban.html
release: brazil
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Plan roadmaps, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---
# Personalize roadmap Kanban view
Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards.
## Before you begin
Role required: sn\_align\_core.apw\_user
## Procedure
1. Navigate to **All** > **Strategic Planning** > **Strategic Planning Workspace** > **Portfolio Planning**.
2. From the list of portfolio plans, select one and then select **Planning**.
3. Select Kanban tab.
4. Select the Personalize icon \(\[Omitted image "icon-settings.png"\] Alt text: Personalize icon.\) to update the view, based on your preferences.
<table id="choicetable_x5r_jqv_yxb"><thead><tr><th align="left" id="d261943e104">
Choice
</th><th align="left" id="d261943e107">
Action
</th></tr></thead><tbody><tr><td id="d261943e113">
**Update Vertical lane and Horizontal lane values**
</td><td>
Choose your desired values from the vertical lane and horizontal lane fields, using the drop-down. You may choose not to have any **Horizontal lane** value, by selecting **None** from the drop-down list.\[Omitted image "lanes.gif"\] Alt text: Update the Vertical and Horizontal lane values.**Note:** If the portfolio plan contains planning items of the same type, you will be able to select more columns related to the planning type. For example, if all the planning items are 'Demands', then the column will also have values like 'Investment class', 'Investment type', and more. By default, the Vertical lane value is 'Planning state' and the Horizontal lane value is 'Priority' for the Kanban tab.
</td></tr><tr><td id="d261943e135">
**Edit the items to show on card**
</td><td>
Choose the fields that you want to view on the cards. Use the toggle buttons for the **Owner** and **Item type** fields, for the other fields use the drop-downs.\[Omitted image "show-on-card.gif"\] Alt text: update the fields to show on the card.**Note:** Your Kanban preferences will be saved at the portfolio plan level.
</td></tr></tbody>
</table> See [Customize planning item display preferences for roadmaps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/configure-source-table-preferences-for-roadmap.md).\[Omitted image "using-kanban.gif"\] Alt text: Using the Kanban side-panel, drag and drop, and changing the lanes functionality.
**Important:** The default display limit of vertical lanes and horizontal lanes shown on a Kanban board is 30 and 30 respectively. These lanes support only reference and choice fields. As you user, you will not be able to change the field metrics on a Kanban card.
**Parent Topic:**[Planning roadmaps in Strategic Planning Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/roadmaps-in-alignment-planner-workspace.md)
| title | Personalize roadmap Kanban view |
| description | Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/custom-roadmap-kanban.html |
| release | brazil |
| product | Scenario Planning in SPW |
| classification | scenario-planning-in-spw |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Plan roadmapsPortfolio Planning in Strategic Planning WorkspaceStrategic PlanningStrategic Portfolio Management |