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Planview Customer Success Center

Menu Setup Customization (PIR)

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Menu Setup (PIR) allows administrators to show and hide the PIR menu. When Menu Setup (PIR) is enabled, the PIR drop-down menu appears in the blue navigation menu at the top of each page.

PIRcustom1-768x374.png

Show the PIR menu and tabs

To show the PIR menu and tabs:

  1. Go to Settings SettingsNew.png > Customization > Post Implementation Review (PIR).
  2. Click Menu Setup.
  3. Click to select the Enabled checkbox.
  4. Type the Menu Name.

               

    TIP

     

    Menu Name is overridden by Tab Names (Releases) and Tab Names (Changes). 

               

  5. Click Reset to Default to change the Menu Name back to the default, which is PIR.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.
  7. Refresh your browser to see the changes.