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Planview Customer Success Center

IFrame Widgets

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The ‘Enable IFrame Widget’ checkbox within Configuration/General Settings must be ticked to enable the IFrame widget functionality. This allows an IFrame widget to be added to the My Work, Projects, or a custom dashboard by navigating to the dashboard and selecting the Configure Current View option.

The IFrame widget is not available by default, it requires switching on in Configuration > General Settings.

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Once the IFrame widget functionality has been enabled, an IFrame widget can be added to a dashboard.

The Add Widget form has a menu item called IFrame Widget, expanding this shows the New IFrame Widget item, click on the Add button to add the widget to your dashboard.

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