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Planview Customer Success Center

Adding a highlight to a project board

           

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.

           

The owner and editors of a project board can add up to a total of 15 highlight widgets to the board. You can add a new highlight widget based on one of the template highlights or create a custom highlight.  

To add a highlight widget

  1. In the project board, click Add widget to the right of the highlights.
    AddWidget.png
  2. In the Add Highlight Widget view, do one of the following:
    • To use one of the highlight templates, click the template.
    • To create a custom highlight, click + Custom Widget.
  3. In the General section, enter a name and description for the highlight.
  4. In the Parameters section, specify the options for the parameters that appear in the highlight.
  5. In the Visualization section, specify the type of visualization.
  6. In the Threshold Settings fields, enter the values for the middle range of values, which are color-coded amber:
    1. For ranges that increase, enter the lowest value in the A field and the highest value in the B field. Values lower than A are green, and values higher than B are red.
    2. For ranges that decrease, enter the highest value in the A field and lowest value the B field. Values higher than A are red, and values lower than B are green.
  7. Click Save.