I have created a plan with the help of Portfolio Plans (beta) under Boards, but I do not understand who have access or permission to see my plan. Does anybody know how I can let everybody in the project see my Portfolio Plan?
Also, I would like to change the description for my plan. Where do I edit that?
Thank you! /Mimmi
All the users in the organization with Analytics permissions can see the plan. You can refer to the Requirements in the bottom of this link.
To let everybody in the project see your Portfolio Plan, you need to set permissions to access Analytics and Analytics views for them. You can refer to this link for detailed steps.
You can’t change the description for your plan because once inside Portfolio Plans you can only change one setting, which is how you want progress tracking to be calculated – in either effort or count of completed style. You can also refer to this article.
For this feature, I suggest that you make a new feature request here.