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Planview Customer Success Center

Pinning entities and insight items

You can pin specific entities and insight items so that you have easy access to them from the Pinned view. You can pin items to your own view, or to the views of other users.

To pin an entity or insight item

  1. From the entity or insight item, click the settings icon.
  2. To pin the item for yourself, click Pin this entity.
  3. To pin the item for another user, in the Pin for someone else field, start typing the user's name and then select the user from the list that appears.

To view your pinned items

Do one of the following:

  • In the main menu bar, click Pinned.
  • From any entity or insight item view, click the settings icon, and then click Go to my pins.