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Planview Customer Success Center

Managing OKR Settings for Connected Products

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How Can I Change OKR Levels and Custom Attributes for Connected Products?

On the Services tab on the Settings screen, you can manage the following functionality:

  • OKR levels: Define and change OKR levels for connected Planview AgilePlace and Planview Portfolios environments. OKR levels allow you to track connected objectives and key results (OKRs) across organizational structures.
  • OKR custom attributes: Add and manage custom attributes for OKRs. Custom attributes are options with customized values that can help you capture and track more specific data that matches your organization's needs.

You can manage settings for the following two types of environments:

  • Production: Applies to all connected Planview Portfolios and AgilePlace production environments.
  • Sandbox: Applies to all connected Planview Portfolios and AgilePlace sandbox environments.

For more information about OKRs in AgilePlace, see OKRs. For more information about OKRs in Planview Portfolios, see Objectives and Key Results (OKRs).

           

NOTES

  • To use OKRs in Planview Portfolios, you must have the October 2022 release of Planview Portfolios or later.
  • For connected AgilePlace environments, you must manage your OKR levels in Planview Admin instead of the AgilePlace account settings. 
  • For users with multiple Planview Portfolios sandbox environments, the environment using the integration hub will be marked as primary. Your primary sandbox is the only one that shares data with AgilePlace.
  • Each environment can have a maximum of 12 attributes, 10 custom attributes and two default attributes (Type of OKR and Status).

           

           

Adding OKR Levels

You can add an OKR level that applies either to all connected product AgilePlace and Planview Portfolios environments or to all connected sandbox AgilePlace and Planview Portfolios environments.

To add an OKR level:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Levels in the OKRs Production box or the OKRs Sandbox box.

    The Settings for OKRs screen appears and lists any OKR levels currently configured for the connected production or sandbox AgilePlace and Planview Portfolios environments.

  4. Click Add Level.
  5. Click the new Level Name box and enter a name for the OKR level.
  6. To set the color for a level, click action menu.png > Set Color next to the level and select one of the color options.
  7. To set the new level as the default OKR level, click action menu.png > Set as Default next to the level. The default OKR level always appears on the screen and is the default level when creating new objectives in the connected product.
  8. Click Save.

           

           

Modifying OKR Levels

When you edit the settings for an OKR level in the OKRs Production box, changes to that OKR level will apply to all connected production AgilePlace and Planview Portfolios environments. Likewise, editing the settings for an OKR level in the OKRs Sandbox box will apply to that OKR level in all connected sandbox AgilePlace and Planview Portfolios environments.

To change the settings for an OKR level:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Levels in the OKRs Production box or the OKRs Sandbox box.

    The Settings for OKRs screen appears and lists any OKR levels currently configured for the connected production or sandbox AgilePlace and Planview Portfolios environments.

  4. Manage the OKR levels as follows:
    • To change the name of an OKR level, click the name and enter the new name.
    • To set the color for a level, click action menu.png > Set Color next to the level and select one of the color options.
    • To change the default OKR level, click action menu.png > Set as Default next to the level you want to be the new default OKR level. The default OKR level always appears on the screen and is the default level when creating new objectives in the connected product.
    • To delete an OKR level, click action menu.png > Remove next to the level.

                 

      NOTES

      • To delete the default OKR level, you must first set another level as the default.
      • You cannot delete OKR levels that have OKRs assigned to them. All OKRs at that level must be moved to another level or deleted before you can delete the OKR level.

                 

  5. Click Save.

           

           

Adding an OKR Custom Attribute

You can create an OKR custom attribute that will be available in either all connected production AgilePlace and Planview Portfolios environments or all connected sandbox AgilePlace and Planview Portfolios environments. You define the attribute type (such as a text box or multiselect list), the possible values if the attribute is a list, tooltip text, whether the attribute is required or optional, and whether the attribute is enabled. 

           

NOTE

If your environment already has the maximum number of attributes (10 custom attributes plus two default attributes), you must archive a non-default custom attribute before you can add a new one.

           

To add a custom attribute for OKRs:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box.

    The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

  4. Click Add Custom Field and select one of the following field types:
    • Text
    • Date
    • Numbers
    • Dropdown: Select this option if you want users to select one value from a list you define.
    • Multi select: Select this option if you want users to select one or more values from a list you define.
  5. (Optional) In the Enable for section, click Objectives and/or Key results to enable the custom attribute for objectives, key results, or both. When you enable an option, you can also click Required field next to the option if you want the custom attribute to require a user to set a value for the attribute.

               

    NOTE

    You do not have to enable the attribute for either objectives or key results when you create it.

               

  6. In the Field Label box, enter the name of the custom attribute that you want users to see on an OKR screen.
  7. (Optional) In the Tooltip box, enter a description or help text for the attribute. Users will see the tooltip when they hover over the question_mark_in_circle_dk_gray.png icon next to the custom attribute on an OKR screen.
  8. If you selected Dropdown on Multi select, take the following actions for each value you want to appear in the list for the attribute:
    1. Click Add new value.
    2. Enter a value you want for the attribute.
    3. Press Tab or Enter to save the value.

                 

      TIPS

      • Click question_mark_in_circle_dk_gray.png to delete a value.
      • Click and drag a value to rearrange the order of the values in the list.

                 

  9. Click Done.

           

           

Modifying an OKR Custom Attribute

When you edit the settings for a custom attribute in the OKRs Production box, changes to that attribute will apply to all connected production AgilePlace and Planview Portfolios environments. Likewise, editing the settings for a custom attribute in the OKRs Sandbox box will apply to that attribute in all connected sandbox AgilePlace and Planview Portfolios environments.

To modify a custom attribute for OKRs:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the custom attribute you want.

    The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

  4. Click action menu.png > Edit for the custom attribute you want to modify.
  5. Modify the settings as needed. See Adding an OKR Custom Attribute for descriptions of the settings.

               

    NOTE

    You cannot change the field type.

               

  6. Click Done.

           

           

Archiving an OKR Custom Attribute

You can archive an OKR custom attribute if it is no longer needed or relevant. You can also archive a custom attribute if your environment has the maximum number of attributes (10 custom attributes plus two default attributes) and you want to add a new custom attribute.

To archive an OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the custom attribute you want.

    The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

  4. Click action menu.png > Archive for the custom attribute you want to archive.
  5. Click Archive to confirm.

           

           

Viewing an Archived OKR Custom Attribute

You can view the details of an archived OKR custom attribute if you need to determine whether the attribute needs to be unarchived (re-enabled) or deleted.

To see the details of an archived OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the archived OKR custom attribute you want.

    The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios.

  4. In the Archived section of the screen, click action menu.png > View for the archived custom attribute for which you want to view.

               

    NOTE

    You cannot change any settings for an archived custom attribute.

               

  5. Click Cancel or question_mark_in_circle_dk_gray.png to return to the Custom Attributes screen.

           

           

Restoring an Archived OKR Custom Attribute

You can move an archived OKR custom attribute out of the archive if your environment does not already have the maximum number of custom attributes (10 custom attributes plus two default attributes).

To restore an archived OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the archived OKR custom attribute you want.

    The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

  4. In the Archived section of the screen, click action menu.png > Unarchive for the archived custom attribute you want to re-enable.

           

           

Deleting an OKR Custom Attribute

You can delete OKR custom attributes that have already been archived.

To delete an OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the archived OKR custom attribute you want.

    The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

  4. In the Archived section of the screen, click action menu.png > Delete for the custom attribute you want to delete.
  5. Click Delete to confirm.