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Planview Customer Success Center

Managing Planview.Me views

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To implement Planview.Me, you must create at least one Planview.Me view, which is a display container to which you add one or more widgets. When you create a view, you first specify a name and description for it, and then add and configure one or more widgets.

Widgets contain data from a Planview product, for example, a roadmap view from Planview Roadmaps or a project status view from Portfolios.

You can adjust the height and width of widgets within the available space within a section in the designer. Each widget has a minimum and maximum width and height to ensure its contents are displayed properly. Widgets are responsive, which means the number of widgets that are displayed in a row in Planview.Me, and the contents of each widget are automatically adjusted to be displayed according to the available horizontal space. 

To add a widget to a view, you drag it from the widget library to the view, where the widgets are organized in sections. The number of widgets that can be dragged into the same section depends on their combined maximum widths. The number of instances of a widget that can be added to a view depends on the data. Widgets that can be configured to display different data or to display the same data in different ways can be added to the view multiple times. Other widgets can only be added to a view once. When the maximum number of instances of a widget have been added to a view, the widget disappears from the library.

           

Creating Planview.Me views

To create a Planview.Me view

  1. In Planview Admin, click Settings and then click the Services tab.
  2. Click the Settings button for the Planview.Me environment that you want to add the view to.
  3. Click Create view.
  4. Enter the name and description for the view, and then click Save and Continue. The design view appears.
  5. To add a section title, click Add an optional section title and then enter the title text.
  6. To add a widget, drag one from the widget library at the bottom of the view to the view section.
  7. To configure the widget:
    1. Click the Configure button.
    2. Complete the fields and then click Save.

                 

      NOTE

      For specific details about configuring the widget, see Planview.Me widget library (administrators).

                 

  8. To add a section row, do one of the following:
    1. Click the divider line below the existing section.
    2. Drag a widget above the divider line below the existing section.
    3. To add a title for the section, click Add an optional section title and then enter the title text.
  9. To save the view, click Save.

           

           

Configuring Planview.Me widgets

  1. Click the Configure button on the widget.
  2. Complete the fields and then click Save.

               

    NOTE

    For specific details about configuring a widget, see the widget library.

               

  3. To adjust the width of a widget:

    1. Point to the space where the vertical divider line appears between the widget and the widget next to it.

    2. When the cursor changes to a two-ended arrow, drag it to the right or left to increase or decrease the width.

  4. To adjust the height of a widget:

    1. Point to the space at the bottom or top of the widget where the horizontal divider line appears.

    2. When the cursor changes to a double line with up and down arrows (), drag the divider line up or down to the desired height.

           

           

Editing a Planview.Me view

You can edit the name and description for a view. You can also add, remove widgets, and reconfigure widget settings.

  1. Click Settings and then click the Services tab.
  2. Click the Settings button for the Planview.Me environment that contains the view.
  3. In the list, click the view. The details panel appears.
  4. Edit the name and description by typing in the fields.
  5. To change widgets, their settings, or layout:
    1. Click Edit in designer.
    2. Edit the widgets as required.
    3. Click Save.
  6. Click Save.

Deleting a Planview.Me view

  1. Access the view.
  2. Click ellipse_vertical_dk_gray.png> Delete view.
  3. Click Delete to confirm.

           

           

Activating a Planview.Me view

Before a view can be displayed in Planview.Me, it must be activated. 

           

NOTES

  • Before a view can be activated, all widgets in the view must be configured.
  • Only one view can be active at a time.

           

To activate a Planview.Me view

  1. Click Settings and then click the Services tab.
  2. Click the Settings button for the Planview.Me environment that contains the view.
  3. In the list, click the view.
  4. In the details panel, click Edit in designer, and then ensure all widgets have been configured.
  5. Do one of the following:
    • In the list, enable the Active option for the view.
    • Click the view in the list, and then click the Active option for the Details pane.

      A message confirms that the view has been made active for all users.