Portfolio - Share Personal Portfolio Views

This article explains how to share Personal Portfolio Views with other users in your OnePlan environment. Sharing Personal Portfolio Views allows you and your team to quickly align on the same portfolio perspective.

What You Will Accomplish
By the end of this article, you will be able to share Personal Portfolio Views with your team.

Requirements

Before you begin, make sure you have:

Licensed OnePlan access (Team Member and above)
Access to a Portfolio Area
A Personal Portfolio View configured
(See Save and Manage Portfolio Views for instructions.)

Background

Shareable Personal Portfolio Views let you distribute a specific view of your portfolio to other users or teams so everyone can align on the same information quickly. When a view is shared, recipients receive an email notification with a direct link, making it easy to open and use without extra steps.

Because shared views remain owned by the publisher, they can be updated over time without re‑sharing. This ensures stakeholders always see the most current version, making shared Personal Portfolio Views a reliable way to communicate portfolio insights and maintain alignment across teams.

Share a Personal Portfolio View With Other Users

Go to the Views menu in the Portfolio Area.
Click Share for the desired view. The Share View dialog opens.

Note
Only Personal Views display the Share icon.

Search for and select the Resources and/or Teams you want to share the view with.
Switch between searching for Resources and Teams by clicking the button next to the search bar.
- Share with Resources
- Share with Teams
To remove Resources or Teams from the Share list, click the X next to each Resource/Team you want to remove.
To remove everyone at once, click Remove All.
Click Share once you have your final list of Resources and Teams to share the view with.