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Planview Customer Success Center

Configuring cards views

           

NOTE

This feature is in Beta  / Controlled Availability. To request early access, contact your Customer Success Manager. Planview, at its own discretion, reserve the right to accept or reject a customer request to enable a feature that is in Beta / Controlled Availability (i.e. “Beta software”) state. If a customer’s request is approved,  an addendum to the Planview agreement will be required prior to the enablement of the feature in the customer environment, to address legal terms related to the use of Beta software.

           

  1. In the Grid view, click the View settings button.

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  2. In the View settings popup, set the default sorting and grouping for the view. Note that you can group the cards by any Picklist custom fields.
  3. Under the Card Appearance, you can set:

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    • Card bar color - Select standard or custom Picklist field type.
    • Time tracking - Select Actual Work, Remaining Effort
    • Progress bar and fill - Select standard or custom Percent field type
    • Dates - Select up to 3 standard or custom Date fields.
    • Card labels: Select up to 6 standard or custom Picklist fields.