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Planview Customer Success Center

Title Bar Options

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The title bar at the top of the screen has several options you can access. Click:

•  to revert to the initial view that is set for you.

•  to expand the menu list by showing the titles or to reduce it by hiding them.

•The menu list is always reduced until you click this button.

•  to change your own user options

•  indicates the numbers of notifications you have received that are unread. Click to view them.

•  lists your favorite views so you can access them quickly

•  enables the Project Navigator where you can search for projects using filters, view favorite or recent ones, or access project hierarchies

•  accesses administration routines so you can maintain specific data

•    processes configuration routines to set up various items.