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Applying Filters a Portfolio Kanban Board

This feature is available in Ultimate edition only.

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Overview

You can apply filters to show a different set of portfolio items other than the default portfolio item tracking display.

Applying Filters

  1. Go to Portfolio Planning > Portfolio Kanban.

  2. Click in the filter field, and then select your options.

  3. Click Apply. The Portfolio Kanban page redisplays according to your filter sort.

Clearing Filters

To clear a single filter:

  • Click on the - symbol next the the name of the filter.

To remove all filters that have been applied and restore the default settings:

  • Click Clear All Filters in the top right corner of the page