Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

KeyedIn Mobile App – My Projects

  1. Last updated
  2. Save as PDF

 

Please note the mobile app does not allow editing of any project information, the mobile app will only show a list of projects available to the user.

 

1. From the Menu Select ‘My Projects’

 

2. This will show the ‘My Projects’ screen and give a list of projects available to the resource:

 

Depending on the permissions set for the login, it is possible to add or delete projects from the mobile application.

 

Let’s take the following project as an example; As can be seen from the screenshot below the project has Restrictions enabled and currently no resource(s) have access to the project:

 

In the mobile application the following projects can be seen:

 

To add the restricted project, enter the project name in the search field at the bottom of the screen where it states ‘Find Project to add’:

 

Select the project name and this will be added to the project list. There will be a notification message at the bottom of the screen to show the project has been added:

 

Once this has been added it will update the restrictions on the project within the KeyedIn web application:

 

If the project is no longer required in resources list of Projects restrictions, then it is possible to delete the Project from the mobile application:

 

**Please note this is only possible if the project has ‘Restrictions’ enabled’ 

 

When the resource deletes the project there will be a confirmation message to confirm if the project can be deleted from the list.

 

Select ‘OK’ and this will delete the project from the restrictions for the resource:

 

The resource will no longer be in the Project restrictions both on the Mobile application and the web application.