Use the My Portfolio Pre-Filters

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Pre-filters in OnePlan are server-side filters that reduce the amount of data loaded into the My Portfolio Area, designed to help improve performance (especially if the pre-filter is required). In the example here, the My Portfolio Area has a Business Unit pre-filter. So, a user would be able to only load in plans that belong to a selected Business Unit.

My_Portfolio_Pre_Filter.png

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