Knowledge Base Articles

Can't Rename or Delete a Portfolio View

Problem

In a Portfolio's view (Swimlane, Roadmap or Node Graph), the Rename or Delete option is missing or grayed out for a view.

Solution

The Main Roadmap view cannot be renamed or deleted — this is a permanent, protected view.

  • If you're trying to edit the Main Roadmap view, this isn't currently supported — create a new view instead if you need a customized alternative.

  • For any other view: click the view name at the top of the Visualizations screen, hover over the view you want to edit, click the three dots next to it, and select Rename or Delete.