---
title: Managing portfolio plan views in Portfolio Planning
description: Portfolio managers can create customized views for their portfolio plans by applying personalization settings such as column selection, grouping, and filtering. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the portfolio plans.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/managing-portfolio-plan-views-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: concept
last_updated: "2026-10-09"
reading_time_minutes: 1
breadcrumb: [Portfolio Planning, Strategic Portfolio Management]
---

# Managing portfolio plan views in Portfolio Planning

Portfolio managers can create customized views for their portfolio plans by applying personalization settings such as column selection, grouping, and filtering. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the portfolio plans.

## Benefits of portfolio plan views

Portfolio managers can create personalized views as needed by applying settings such as column selection, grouping, and filtering.

-   Views can be created as private or public.
-   Can create up to three private views and up to 10 shared \(public\) views.
-   Portfolio plan views can be shared with stakeholders to enable collaboration on the portfolio plan.
-   Switch between shared and private views as needed.
-   Each view saves your display preferences across the Prioritization, Roadmap, Capacity, and Financials tabs.

-   **[Create a portfolio plan view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-portfolio-plan-view-ppw.md)**  
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.
-   **[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)**  
Edit 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.
-   **[Delete a portfolio plan view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/delete-portfolio-plan-view-ppw.md)**  
Delete a customized portfolio plan view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.

**Parent Topic:**[Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/portfolio-planning-app-landing-page.md)