Skip to main content
Planview Customer Success Center

System Boards

System Boards display items from one or more entities and are the default board that all Users land onto when switching to the Hybrid solution. System Boards cannot be customized and are showing all the data that the Users have access to. To customize Card views, Roadmap or Grid views, you must be the Owner or Editor of the board and create a Custom board.  Learn more about creating a custom board.

Module System Board name
Project List Project List
Project details Project Details

Portfolio List

All Portfolios
Portfolio details Portfolio Details
Task List Task List
Task Details Task Details
Milestone List All Milestone
Milestone Details Milestone Details
Case List/Bug List/Risk List/Request List All Cases
Issue details/Bug Details/Risk Details/Request Details Issue Details