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Planview Customer Success Center

Stage 5. Create the bubble chart

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  1. Click Add > Insight > Bubble Chart.
  2. Enter a name and description, and then click Create.
  3. Configure the bubble chart:
    1. Click Configure.
    2. In the Entity Type field, select System.
    3. In the X-axis field, select Scorecard and then select Business Value for Systems.
    4. In the Y-axis field, select Scorecard and then select Technical Health for Systems.
    5. In the Bubble Size field, select Scorecard and then select Investment Level for Systems.
    6. Click Accept Changes.
  4. Add the entity records (in this case, systems):
    1. Click Add Entity.
    2. Start entering the entity name and then click the entity record from the matching results that appear.
  5. To exit the bubble chart or view its entities, click View Entities in the top right corner.