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Planview Customer Success Center

Case Modules

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Setting Modules and Enabling Case Types

AdaptiveWork Admin users can add or remove Case modules using Profiles. Click here to learn more.

View Navigator

AdaptiveWork's View Navigator ' out-of-the-box' default view options vary from module to module. The figure below shows the Cases module out-of-the-box' default view options.

Cases Module View Navigator

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See also the new Grid and Card views for Cases.

Team Panel

The Cases module and the Requests , Bugs , Risks and Issues modules all support including AdaptiveWork's Team Panel to the respective views.

The addition of the Team Panel creates team-centric views to better assist with team collaboration on all deliverables.

Cases 'Team-centric' Basic View

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Grid

The grid is AdaptiveWork's standard data table display for viewing, managing and editing data and items in most modules.
A grid display is one of three display type options used to configure several of the out-of-the-box view options available in the View Navigator for most modules.

Using the Time Range Filter enables filtering the grid to show items and events occurring during the actual period/date(s) defined.

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

Cases Module Grid

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See also the new Grid and Card views for Cases.

Searching and Filtering

The Cases , Requests , Bugs , Risks , and Issues modules 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.

Ribbon

The Cases , Requests , Bugs , Risks , and Issues module ribbons , located under the masthead (at the top-left in each module) provides controls for performing actions on selected items.

Cases Module Ribbon

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Under Utilities you can find Change History for viewing historical events on cases and Change Type to change the case type.

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Relations Panel

The Cases , Requests , Bugs , Risks , and Issues module grid displays include t he Relations Pane, located on the right-hand side of the screen.

The Relations Panel 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

Properties cards can be accessed from the Cases , Requests , Bugs , Risks , and Issues modules by selecting the item in the grid , and clicking located in the Relations Panel.

See also the new Grid and Card views for Cases.