Project Home Page
The Project Home page provides tools for managing data in the project. You can access this page by clicking the Home icon to the left of the project title or by clicking on the name of the project itself.
NOTE
Depending on your organization, projects may called something else, such as entities or opportunities. This does not affect their functionality.
There are two main features of this page, which you can configure:
- Buttons
- Tables
Project Home Buttons
The Project Home buttons run across the top of the Project Home page, just below the main navigation bar. You can select which buttons appear on a Project Home page through the Configuration menu in the upper right corner of the page.
NOTE
The buttons you can access in Planview Advisor will depend on your permissions. If necessary, you need to contact your Administrator to access additional buttons.
To configure your Home buttons:
-
Click on the Gear icon in the upper-right corner of the page. This opens the Configuration menu.
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To add a new button, click on the Plus icon to the right of the Buttons heading.
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Select a button to add from the menu that appears.
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To remove an existing button, click on the X icon next to the name of the button.
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Click the X in the upper-right corner of the menu to close the menu and save your changes.
The buttons you selected will appear above the tables in this Project Home page.
Available Buttons
| Button | Description |
|---|---|
| Manage Workspace Changes |
Opens a list of differences between the workspace and latest published data. You can remove changes or publish from this list. To learn more about workspaces, see Workspaces. |
| Load project latest published data (Clear Workspace) | Reverts all changes in the workspace and loads the latest published project data. |
| Edit Project Attributes | Opens the Edit Project Attributes page. |
| Load project historical data (Load Historical Data) | Loads the last published project data as of a certain date and time. You can use this to roll the project data back to a specified point in the past. |
| Input summary for this workspace (Workspace Summary Report) | Displays composition of data in current project view. The "source" column indicates whether data for the input is from the (w)orkspace, (p)ublished data, or the (d)efault data. A red "w" indicates that the workspace data for that input is invalid. |
| Publications in this workspace (Workspace Publication Report) | Displays information for each published input in the workspace. |
| Publication history for this project (Publication History Report) | Displays a list of published changes to the project. The input modified, date of the modification, and the person who modified the input are all displayed. |
| Create a new project based on this one (Copy Project) | This button allows you to create a copy of the project. |
| Download populated Analytica model (Download Populated Model) | Downloads a copy of the project data for use with Analytica. This option is only visible to Admins. |
| Open an Analytica typescript console (Model Console) | Opens a console where you can enter typescript commands. This option is only visible to Admins. |
| Upload Data from Excel | Allows you to upload a file from Excel. This option is only available if a custom Excel upload is configured for the system. |
Project Home Tables
The Home tables provide you with a list of snapshots and workspace changes. You can select which tables appear on your Home page.
See Working with Tables to learn how to configure these tables once they are on your Project Home page.
In addition to the standard table controls, you can use the search box in the upper-right corner of the page to search through all tables that are currently visible on the page.
NOTE
The tables you can access in Planview Advisor will depend on your permissions. If necessary, you need to contact your Administrator to access additional tables.
To add tables to Project Home:
-
Click on the Gear icon in the upper-right corner of the page. This opens the Configuration menu.
-
To add a new table, click on the Plus icon to the right of the Tables heading.
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Select a table to add from the menu that appears.
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To remove an existing table, click on the X icon next to the table's name.
-
Click the X in the upper-right corner of the menu to close the menu and save your changes.
The tables you selected will appear below the buttons in this Project Home page.
Available Tables
| Table | Description |
|---|---|
| Snapshots |
Displays a list of snapshots available for the project. Clicking on a snapshot will give you the option to overwrite the data in the workspace with data from the snapshot. For more information on Snapshots, see Snapshots. |
| Workspace Changes | Displays a list of differences between the current workspace and the latest published data. You can remove or publish workspace changes from this table. |