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Planview Customer Success Center

People Module

View Navigator

Use a built-in view to manage the people in your organization, or create a new custom view.

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Grid

Use the frid to view and manage multiple people.

Clicking the 202061388_white_gear.jpg icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted.

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Searching and Filtering

The People module can be searched and filtered for items and data using the Contextual Search and the Time Range Filter.

Note: AdaptiveWork can be searched globally using the Global Search tool.

The ribbon, located under the masthead (at the top-left) provides controls for performing actions on selected items.

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Relations Panel

The Relations Panel on the right-hand side of the screen displays any related items, such as assigned resources, files, and discussions, etc. of a selected item type in the grid, and enables working with the related items while staying in context of your original view.

The panel is blank when multiple ​items are selected.

Properties Card

Peoples' properties cards can be accessed from the People module by selecting the item in the grid, and clicking 202061408_more_info_link.jpg located in the Relations Panel.