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Planview Customer Success Center

Managing Ribbons and Tiles

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  • Click Save. The new tile appears under the Available Tiles section of the Manage Ribbon Tiles window.
  • In the Manage Ribbon Tiles window, click Save. The tile will be available for all users to add to the portfolio you specified.

Configuring Default Tiles for a Component Type

Troux Administrators can make changes to the default tile configuration for all portfolios that display a specific component type. To configure default tiles for a component type:

  1. From the menu bar, click Administration > UI Management  > Ribbon and Tile Management.
  2. Click action menu icon.png > Manage Tiles next to the component type whose tile configuration you want to edit.

    tile_config_admin_15.png

  1. In the Manage Ribbon Tiles window, perform any of the following actions:
    • Add tiles: Select the tile you want to add from the Available Tiles section, then click the Add » button.
    • Remove tiles: Select the tile you want to add from the Selected Tiles section, then click the « Remove button.
    • Rearrange tiles: Use the  column_tile_first_position_icon.png or column_tile_last_position_icon.png controls to move a tile to the first or last position on the ribbon, and the column_tile_up_one_icon.png or column_tile_down_one_icon.png controls to move a tile one place up or down.
  2. Click Save.

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