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Planview Customer Success Center

Changing the Initial View

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When you first log in to the product, an initial tabbed form appears. This may be one that your System Administrator has specified and can be any that is available to you. The available forms and their use are described as separate topics/guides.

Various selections are now available at the initial screen and you can start to use the various features. Refer to Selecting Menu Options for details.

NOTE:
You can return to the initial view at any time by clicking the product logo at the top of the screen. You can also access any available view (as described at Selecting Menu Options).