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Planview Customer Success Center

Managing OKR Settings for Connected Products

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How Can I Add and Change Levels for Objectives and Key Results for Connected Products?

On the Services tab on the Settings screen, you can define and change the OKR levels for connected Portfolios and AgilePlace environments. OKR levels allow you to track connected objectives and key results (OKRs) across organizational structures.

You can set the following two types of OKR levels:

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

           

           

Adding OKR Levels

To add an OKR level for connected production or sandbox AgilePlace and Portfolios environments:

  1. Click the Settings menu.
  2. On the Settings screen, click the Services tab.
  3. Click Settings in the OKRs Production box or the OKRs Sandbox box to add an OKR level for all connected production or sandbox environments.

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

  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

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 in the OKRs Production box or the OKRs Sandbox box to change OKR levels for all connected production or sandbox environments.

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

  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.