Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Analytics & Reporting - Portfolio View & Column Sets

▲ Analytics and Reporting in Planview Enterprise

The portfolio view screen, combined with the column set capability, provides users with the ability to view and interact with tabular based data relating to portfolios of work, requests, resource and outcomes.

Portfolio View Column Sets are available to all users and provide the simplest way of visualizing Planview Enterprise One – Portfolio and Resource Management in a tabular format, live in the application.

The data in a portfolio view column set can be exported to different output formats, including Microsoft Excel.

See the articles listed below for more information.