We would like to be able to create recommended "views" of data in the portfolio tree- columns, etc and save and share them with the larger group.

Unlike the current setup where each user had to learn to use the "My views" feature and set up a view for themselves, this would enable a user to make their views "public" or available for their team, thus allowing for better alignment around common views for common uses.

Example: View for product owners to verify dates from the portfolio tree
Example: View to double check that all items have A/C, etc.


  • The initial release of shared views in Fall 18.3 allows for a user to share their views with other users via a URL. We do have other ideas for future sharing such as with another member.