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Planview Customer Success Center

Coming Soon: New Analytics Dashboard

The Enterprise Dashboard, with its customizable panes, has always been a great place to get a quick summary of the work you have to do in PPM and see things that might need your attention. And because of that, it’s been the default landing page for all PPM users. However, a growing subset of our users have been using the Enterprise Dashboard solely to monitor project status and progress. For these users, the Enterprise Dashboard may have a lot of features they don’t need and may be missing some key features they’re looking for.

This is why we will be building an entirely new Dashboard in the coming months. This new Dashboard is geared specifically toward project stakeholders who need Changepoint Analytics reports and dashboards to track how their projects are going. It will maximize its use of space to display data in an unobstructed, streamlined format, uncluttered by other information around it. And with an option to go full screen, it allows the user to maximize their focus on the information that is important to them.

We’re excited for this change but we’re not abandoning the old Enterprise Dashboard either. Starting on the October 9, 2020 release, the old Dashboard tab will be renamed Home. The new name brings it line with its intended purpose: to summarize and help you understand your work. In the Home tab, all of your views, bookmarks and other settings will still be there, unchanged.

Alongside the Home tab in your navigation menus, you’ll still see a tab labeled Dashboard. That’s our placeholder page to help familiarize users with the new changes. If you click on it, you will be welcomed by a brief description of its intended purpose and a button to take you to the Home tab in case you accessed the page by accident.

If you don’t want to see the placeholder tab, you can disable it the same way you could for any other tab.

To hide a Changepoint PPM tab:

  1. Click the user icon at the top-right of the PPM window and click Customize Tabs. The Customize My Tabs window displays with two lists: Hidden Tabs and Visible Tabs.
    Note: The tabs in the two lists are determined by your user permissions. If you do not see a tab in either list, you do not have access to it.
  2. To hide an application tab, click on the tab name in the Visible Tabs list, then click Remove.
  3. Click Save.

The application tab moves to the Hidden Tabs list and will not appear in your main navigation bar. Hidden applications can still be accessed by clicking the More tab and clicking the application name.

To hide the More tab:

  1. On the Customize My Tabs windows, select Do not show "Hidden Tabs".
  2. Click Save.

You will no longer be able to access hidden tabs until you make them visible again.