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Planview Customer Success Center

AdaptiveWork Home - Know and Customize Your Home Page

AdaptiveWork Home

AdaptiveWork Home provides you with a single page view of all work items, cases and conversations, giving you an easy to read and easy to access overview of everything that needs to be done today.

Users can define whether to use the Home view or any other module as their landing page, see Personalizing My Details for more on landing pages.

AdaptiveWork Home can also be accessed from the Main Navigation Panel.
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AdaptiveWork Home is divided into two or three columns depending on whether or not you chose to view the social panel (displays user's Newsfeed) and can be tailored to meet your needs:

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Custom Icon Setting

You can change the User's Icon (logo, image) directly from the Home page.

  1. Click the User's Icon
    The custom icon menu opens.
    202066348_custom_icon_homepage.jpg
  2. Click Upload .
    Windows browse screen opens.
  3. Locate the desired file and click Open .
  4. To revert to the default icon, click Revert to default

AdaptiveWork Home Settings

Define the panels to be shown in the main screen (center column).

Click Customize Home located right below the User's Icon to open the customization menu.

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  • Click Show/Hide discussion to display the social panel (user's Newsfeed).
    ​When the social panel is hidden, all of the information displayed in the left column is moved to the main view and the screen is divided into two column instead of three.
  • Click Show/Hide Empty Panels to display the panels that based on your settings have no content. This can be used to edit the content of empty panels whenever you require.

Note: Administrators and Super users have the option to set the defined homepage layout as the organization default homepage by clicking the Set as org default option.

This will not affect users who have already personalized their homepage layout.


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Quick Actions

The Quick Actions panel provides you you quick access to some handy actions, such as inviting new people, creating new items (Tasks, Projects, and Requests), and changing your password.

Recent Items

This panel displays six of the most recent items you had accessed giving you the ability to quickly navigate to where you need to go.

Click See All to open the complete list of recent items grouped by item types, allowing you, for example, to focus on your recent projects and drill down to each of them.

New Items

The New Items panel displays all of the newly created/updated items in which you have a role. The view is separated into topics for quick reference.

Click the relevant topic to open the Activity Today window with the selected topic in focus.


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Main Views

Besides the Social module (user's newsfeed) displayed in the main view, AdaptiveWork Home consists of your tailored view of the user's active modules shown on the right column (if discussion is enabled) or in the main view.

The available views are as follows:

  • My Projects
  • My Assigned Cases
  • My Assigned Bugs
  • My Assigned Issues
  • My Assigned Requests
  • My Assigned Risks
  • My Active Tasks
  • My Submitted Cases
  • My Submitted Bugs
  • My Submitted Issues
  • My Submitted Requests
  • My Submitted Risks
Note:

Clicking on a panel's header, will drill you down into the full view

How to personalize the AdaptiveWork Home page view

​Administrators and Super Users can customize the view for the entire organization, see Creating, Editing and Deleting Views for more details. ​

Each user can tailor his own view by filtering the information shown and by managing what columns are displayed.

To personalize your view:

  1. Click 202023427_expand-20panel.jpg to expand the view you wish to personalize.
    202066378_expanded-20view.jpg
  2. Click 202066388_expand-20settings.jpg to open column setting menu
    202023437_column-20settings.jpg
  3. Click Manage
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  4. Select the columns you wish to see and use the 202023457_add_remove_arrows.png to make or remove your selection.

    Note: Use the search field to quickly locate the desired fields.

  5. Click 202023467_ok.jpg
  6. Click 360021973874_mceclip0.png
    The filter Menu opens
    202066398_filter-20menu.jpg
  7. Define the filter options to best fit your needs.
  8. Select the Save as default option to turn your filter selection to the default for this view
  9. Click 202066408_small_ok.png

About the Masthead

This page describes the AdaptiveWork masthead and includes the following sections:

About the Masthead

AdaptiveWork makes it extremely easy to navigate through the system and receive alerts on new updates immediately wherever you are.
The masthead, located at the top of the AdaptiveWork screen, is a permanent centralized location that provides easy and fast access to several AdaptiveWork utilities links, including step by step tutorials, organization and personal information, chat, alerts, and updates on new items and what you need to do today.

Figure 1: Masthead

Logo

The logo field is customizable enabling you to upload a corporate image or logo. The logo is also a link to the defined Homepage or defined Landing Page from anywhere within AdaptiveWork.

Organization Name

The Organization Name field is customizable enabling entering your organization's name.

Tutorials

The Show Me tutorials link accesses an array of step-by-step tutorial guides which can assist in getting started with AdaptiveWork, using special system features, managing work items, streamlining team collaboration, tips on AdaptiveWork user experience enhancement, and more.
The tutorials are customized to suit your particular role in the organization, and are module based, meaning guide topics focus on whatever current system module you are working with at the time.

  • Click


Figure 2: Show Me Menu

The Show menu drops down

  • Select a tutorial guide.
Tip:

AdaptiveWork Show Me tutorials come out-of-the-box and are customizable. For information on creating customized Show Me tutorials, please contact your Customer Success manager.

Users Menu

The User Data drop-down menu enables users to access their My Details Properties Card (to define and update individual system profile and user settings), access to Settings (for Admin users only), change between assigned profiles (see the Profiles chapter for more details), access Help & Training (AdaptiveWork's community web site where users share management insights, navigate to related destinations, including this user manual, and enables communication with AdaptiveWork's Customer Success Team for support related issues).

You can also log out of the system from this menu.

  1. Click the User menu link.
    The User Data menu drops down.

  2. Select an option.
Note:

'Settings' is available only for Admin users.

Chat Menu

Chat enables quick communication between users to promote work item collaboration.

The Chat drop-down menu displays users that are currently online, it also allows you to mark users as Favorites (placing them at the top of the list) and enables users to select other users to chat with.
Users can view all other users chatting with them and see the number of new chat messages added.

New and current conversations pop up directly in the masthead.

  • Click to view ongoing chat conversations.

Chat History

  • Click to view previous chat messages.

Activities Today

The Activities Today icon displays a value notifying how many scheduled and new items you have a role in require your attention 'today'.

People assigned as managers or approvers are notified of approvals requiring their attention today as well.
The Activities Today drop-down displays scheduled and newly created work items, cases and collaboration items (such as emails, discussions, and notes).

— indicates there are no new items in your organization where you have a role

— indicates there are two (in this example) new items in your organization where you have a role

  • Click
    The Activities Today menu drops down.


    Figure 3: Activities Today Menu
  • Click an option to navigate to the relevant item, or mark relevant tasks as 'Read'.
Note:

Values for items in Activities Today clears once the item(s) are seen to.
The icon turns to

Alerts

Alerts informs you when work items are past due date, pose a scheduling conflict, have no Resources, and/or other similar notifications.

Alerts are generated automatically by AdaptiveWork, and if resolved, are displayed as such.

  • Click
    The Alerts menu drops down.


    Figure 4: Alerts Menu

    The Alerts drop-down menu contains the last five alerts generated and enables you to manually resolve any of them.

    The total number of new alerts is displayed in the upper section, you can also click to navigate to the Alerts module.
  • Click See All to view all available alerts.