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Question

Establish preset screens by persona

  • December 3, 2025
  • 1 reply
  • 9 views

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  • Bronze Active Participant

We’d like to see if others are interested in the functionality we’re hoping to have.  

It would be very helpful to establish preset column set views by persona to improve the user experience. This customizes the view by each key person, removes unnecessary fields that are confusing to many users, minimizes initial setup, and removes the risk of losing set-up configurations tied to system cookies.  For example, currently we have team members customize their My Overview screen as part of their initial set up by unselecting unnecessary fields and reorder columns, but it would improve user experience if admins can preset them before their first time login.  Has anybody received feedback from end users like this before?    

1 reply

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  • Bronze Active Participant
  • December 11, 2025

Hi ​@Rie.Y 

How would this proposed feature be different from the existing capability to set view defaults based on assigned roles - for instance, within the Portfolio View Ribbons or for column sets?

Are you suggesting the customization of views for individual users? If so, in our environment, that level of granular customization would represent too significant an effort.