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Planview Customer Success Center

How to Share a View to another Login Group

 

How to share a view to another login group

The same steps will apply for any view within the:

  • My Work Dashboard
  • My Projects Dashboard
  • Insight Dashboard
  • Portfolio Analysis ‘Portfolio‘ Dashboard
  • Portfolio Analysis ‘Analysis‘  Dashboard

** Please note only 10 views are allowed per login group

Users with rights to publish can use the Publish View option from
the screen Configuration menu (wrench icon).

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Selecting option to Publish View will provide options for the Name
and more than one Login Group can be selected. If the view has
already been published by another Login, that referenced login
will be displayed, and after publishing this view, the current user
will become the primary publisher.

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Standard options to Reset Individual Layouts and Reset Individual
Widget Configurations will force the published view to overwrite
another user’s personal changes.

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