Currently, Advanced Roadmaps requires each user to select their preferred view or to change the default for each plan that was created. Currently I am creating these plans and I would management to access those plans whenever they want and to work with their teams to adjust timelines when needed... Each time they go into a new plan they need to switch to "top level planning" and then adjust each of the fields and then save that view even though I have created a nice view for them... Is there a way to set a rule for all new plans created for the default to be "top level planning" and then to also set the basic fields defaults for that view as well?
Hello @Kristine Gemici
Thank you for reaching out.
Unfortunately, It is not possible today to set a default view for all new plans created on Advanced Roadmaps. At this moment, saved views can only be used in the plan it was created for.
We have a feature request to consider the implementation of saved views to any new plans created:
Make saved views available to all Plans
Please, feel free to vote and watch the suggestion to increase its priority and also receive notifications about any updates.
Let us know if you have any questions.
Thanks so much for this update and for sharing the voting link attached as well..
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