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Settings pane

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Settings pane

The Settings pane appears in both the 2D and 3D views.

Element names in the Settings pane vary based on the table and fields used to create the visualization.

Figure 1. CIO roadmap settings pane sm
CIO roadmap settings pane sm

The Settings pane contains the following elements:

Table 1. Settings pane elements
Element Description
Key Identifies the type of information that is color coded on the timeline, such as state or priority. It also lists the color assigned to each possible value, such as pending state and open state.
Configure Allows you to personalize a visualization by creating filters on lane information and panel information, specifying sort order for results, and reassigning panel colors. These changes affect your view of the visualization only.
View Allows you to switch between 2D and 3D view.
View <table> List Opens a separate browser tab showing the complete record list for the associated table.
Portfolio Allows you to click lane names to add or remove them from the visualization. While the visualization is in 2D view, the Settings pane displays a Show all <records> button that allows you to override lane filters applied to the initial setup.