---
title: Apply quick filters for Prioritization and Roadmap data in Portfolio Planning
description: Quickly apply filters for data in the Prioritization or Roadmap tabs to help you seamlessly plan using a consistent data set across all views of the tab.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/quick-fiters-prioitization-roadmap-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Portfolio Planning, Strategic Portfolio Management]
---

# Apply quick filters for Prioritization and Roadmap data in Portfolio Planning

Quickly apply filters for data in the Prioritization or Roadmap tabs to help you seamlessly plan using a consistent data set across all views of the tab.

## Before you begin

Role required: sn\_align\_core.apw\_user

## About this task

Quick filters help you filter the data shown in the List and Hierarchy views of Prioritization and Roadmap. These filters are saved as your preferences. This way, you can view the same data across all views for a tab, even when you log back in later, helping you seamlessly plan, prioritize and roadmap work.

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace** > **Portfolio Planning**.

2.  From the list of portfolio plans, select one and then select **Planning**.

3.  Based on the tab you want to work in, select **Prioritization**, **Roadmap**, or **Capacity Planning**.

4.  From the portfolio plan header, select **Filter** and add conditions.

    You can add filters for only those fields that are of the choice or reference type, within the tab.

    -   You can apply filters on only those fields that are available in those views.
    -   The filters are automatically applied and the data shown in the tabs is automatically refreshed.
    -   The filters set in the Prioritization tab are not applied to the Roadmap tab and vice-versa.
    -   The filters set in to one view are also applied to the other views, within the same tab.
    \[Omitted image "hierarchy-with-filters.png"\] Alt text: Quick filters in Priorotization.