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Planview Customer Success Center

Editing a highlight on 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 project boards can edit the settings for highlights or remove highlights from their boards. All of the highlight settings can be edited, for both default and custom highlights. Also, the highlight can be refreshed to display the most recent data.

To edit a highlight

  1. In the project board, click Actions on the highlight and then select Edit.
    HighlightActions.png
  2. In the Edit Highlight Widget dialog, edit the settings as required. 
  3. Click Save.

To remove a highlight

  1.  In the project board, click Actions on the highlight and then select Remove
    HighlightActions.png

To refresh the data in a highlight

  1.  In the project board, click Actions on the highlight and then select Refresh
    HighlightActions.png