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Planview Customer Success Center

Favorite Views

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Any views you use regularly can be marked as favorites so they can be selected quickly and easily. Access your favorites by clicking   at the title bar.

Click any listed entry to process it. These entries are listed by heading:

•Filters are processed from the Search menu item

•Insights are accessible at the Project Navigator

•Reports are set up and run through the Reports menu item.

In each case, when processing from these areas, you can choose to add a selected view as a favourite so it is available here.