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Planview Customer Success Center

About Menus

Summary

These frequently asked questions cover menus. 

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Q: What are menus in Planview Enterprise?

A:  In Planview Enterprise, the tabs along the top of the screen are called menus. Many people see the My Planview menu, the Timesheet menu, and the Work or Resources menu, for example. Clicking one of these menu tabs brings up a full menu.

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Q: What happens when I click a Planview Enterprise menu?

A:  Click a menu to see the full menu for that area of Planview Enterprise. You can select whether you want to view portfolios or individual entities - work portfolios or projects, below - or create new entities (1). Then you can select a particular entity (2) and aspect of that entity (3) that you'd like to view.