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Planview Customer Success Center

Owner, Editor, and Viewer Access to Boards

Depending on your access level, you can customize the settings and the overall experience for all users of a board. You can use boards to manage different work management methodology—Hybrid agile, Kanban, Scrum, or Scaled Agile for Enterprise (SAFe).

The following views are included in the different board types:

  Board list Board item Details
Details   Portfolio, Project, Milestone, Task, bug, request, risk, and issue
Grid Portfolios, Project, Milestones, Tasks, and Cases Portfolio, Project
Card view Cases, Tasks Portfolio, Project
Roadmap   Portfolio, Project

 

Boards

Boards can be renamed, or deleted only if you are the Owner or Editor. When it is renamed, it will impact all the users that have access to the board. However, a Viewer can always duplicate a shared board.

 

 

Owner

Editor

Viewer

Rename

Enabled

Enabled

Hidden

Create

Enabled

Enabled

Enabled

Delete

Enabled

Enabled

Hidden

Duplicate

Enabled

Enabled

Enabled

Board settings

Enabled

Enabled

View only

 

Details View

The details view is integrated with the Property card of your profile. Access to the fields and functionality is based on your profile field sets and data access. Note that users that are associated with multiple profiles have access to all of the fields from all of the associated profiles regardless of the profile they are currently using. Learn more about the Details view.

 

Owner

Editor

Viewer

View

Enabled

Enabled

Enabled

Search

Enabled

Enabled

Enabled

Edit

Enabled

Enabled

Enabled

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Flat Grid

The Flat grid view is integrated with the Property card of your profile. The list of columns you can add to the grid is based on your profile field sets and data access. Users associated with multiple Profiles will have access to all of the allowable fields from all associated Profiles regardless of what Profile they are currently using. Learn more about the Flat Grid

 

Owner

Editor

Viewer

Sorting

Enabled

Enabled

Enabled

Group by

Enabled

Enabled

Enabled

View settings

Enabled

Enabled

Hidden

Manage columns

Enabled

Enabled

Enabled

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Card View

The Card view shows items for each entity that are available for the board. Note that Only the Card Owner can edit the cards (update details, move to a different columns, delete).

  • Tasks for the Task entity
  • Milestones, Tasks, and Projects for the Project module
  • Projects for the Portfolio module
  • Bugs, requests, risks, and issues for the Case module

Based on permissions, you will be able to move and edit cards (managers etc - settings supported. Learn more about the Card view

 

Owner

Editor

Viewer

View

Enabled

Enabled

Enabled

Group by

Enabled

Enabled

Enabled

Sort by

Enabled

Enabled

Enabled

View settings

Enabled

Enabled

Hidden

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Roadmap View

Roadmaps provide managers and executives with an interactive visualization tool to review and assess their strategies. The Roadmap can be set by the Owner or Editor for the board. It is available in Projects, and Portfolios. Learn more about the roadmap view

 

Owner

Editor

Viewer

Zoom and scaling

Enabled

Enabled

Enabled

Legend

Enabled

Enabled

Enabled

Key dates

Enabled

Enabled

View only

Group by

Enabled

Enabled

Enabled

View project details

Enabled

Enabled

Enabled

View dependencies

Enabled

Enabled

Enabled

Refresh

Enabled

Enabled

Enabled

Roadmap filters

Enabled

Enabled

Enabled

Customize roadmap

Enabled

Enabled

Hidden

Add View

Enabled

Enabled

Hidden

Delete View

Enabled

Enabled

Hidden