Change investment plan views
As you manage the investment plan through different phases (planning, forecasting, managing of POs and actuals etc.), you need to view different kinds of data in the 
Investments section. For example, in the planning phase you edit the Plan columns, while in the forecasting phase you work with the Forecast columns. You can change views to change the kind of data that is displayed according to your needs.
Change the investment plan view
In the
Investments section, open the View menu in the display settings near the top of the page to view available views.Select the view you want to use.
The view is applied and the displayed columns change based on the view's configuration.
22 May 2026