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Creating Default Ribbon Configurations

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You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

How Do I Set Specific Tiles to Appear on Ribbons by Default?

To display information on some screens, the ribbons on those screens must be configured to contain tiles. Because no ribbons are initially configured on the system, an administrator needs to add default ribbon configurations. The steps an administrator takes to add a default ribbon configuration depend on whether the ribbon configuration is to support displaying content for My Overview, a portfolio, or an entity.

           

Creating Default Ribbons for User Roles on My Overview or Portfolios

My Overview, Portfolio View screens, and the Investment and Capacity Planning screen support configurable ribbons.

To add a new user role-based default ribbon configuration:

  1. On the menu bar, click Administration > Menus and Ribbons.

  2. Click the Portfolio View Ribbons tab.

               

    Click to expand or shrink

    Example of the Portfolio View Ribbons tab on the Menus and Ribbons screen

               

  3. In the left pane, click the option relevant to the screen for which you want to add a role-based default.

    For example, click Strategies if you are configuring a default ribbon for the Strategy Portfolio View screen. If you are configuring a default ribbon for the Investment and Capacity Planning screen, click Planning.

  4. Click New Role-Based Default.

  5. Using the Data Picker, select the user role to which you want the default configuration to apply.

    A new configuration ribbon is displayed on the Menus and Ribbons screen, and a screen appears in which you can select which tiles to display on that ribbon. The following section describes how to configure a ribbon for My Overview, a Portfolio View screen, or the Investment and Capacity Planning screen. Because a configuration screen is already displayed, you can skip to step 4 in that procedure.

           

           

Specifying Which Tiles Appear on Ribbons for My Overview or Portfolio View Screens

My Overview, Portfolio View screens, and the Investment and Capacity Planning screen support configurable ribbons.

To specify which tiles appear on a default ribbon configuration:

  1. On the menu bar, click Administration > Menus and Ribbons.

  2. Click the Portfolio View Ribbons tab.

               

    Click to expand or shrink

    Example of the Portfolio View Ribbons tab on the Menus and Ribbons screen

               

  3. In the left pane, click the option relevant to the screen for which you want to configure a ribbon.

    For example, click Strategies if you are configuring a default ribbon for the Strategy Portfolio View screen. If you are configuring a default ribbon for the Investment and Capacity Planning screen, click Planning.

  4. Click Edit on the configuration ribbon that you want to modify.

  5. In the Available Tiles section of the screen that appears, click the tile you want to be displayed on the ribbon. Drag and drop it into the Display section.

    To add the tile to the ribbon’s main view, drag the Main View/More View separator below the tile. Tiles listed below this separator are added to the ribbon’s More list, and they are hidden from view until more is clicked on the relevant ribbon.

  6. Continue to add additional tiles until the ribbon is configured with the data you want to see. You can configure the order in which the tiles will be displayed by dragging and dropping them above or below other tiles.

  7. Click Save.

  8. To set a particular tile as the default you view on this particular ribbon configuration, click the tile name to highlight it.

           

           

Creating Default Ribbons for User Roles on Entity View Screens

The Work View, Strategy View, and Outcome View screens support configurable ribbons.

To add a new user role-based default ribbon configuration:

  1. On the menu bar, click Administration > Menus and Ribbons.

  2. Click the Entity View Ribbons tab.

               

    Click to expand or shrink

    Example of the Entity View Ribbons tab on the Menus and Ribbons screen

               

  3. Click the left-pane option relevant to the Entity View screen for which you want to add a role-based default.

  4. Click New Role-Based Default.

  5. Using the Data Picker, select the user role to which you want the default configuration to apply.

    A new configuration ribbon is displayed on the Menus and Ribbons screen, and a screen appears in which you can configure which tiles are displayed on the ribbon as described in the following section. Because a configuration screen is already displayed, you can skip to step 4 in that procedure.

           

           

Specifying Which Tiles Appear on Entity View Ribbons

The Work View, Strategy View, and Outcome View screens support configurable ribbons.

To specify which tiles appear on an entity view ribbon:

  1. On the menu bar, click Administration > Menus and Ribbons.

  2. Click the Entity View Ribbons tab.

               

    Click to expand or shrink

    Example of the Entity View Ribbons tab on the Menus and Ribbons screen

               

  3. Click the left-pane option relevant to the Entity View screen for which you want to configure a ribbon.

  4. Click Edit on the configuration ribbon that you want to modify.

  5. In the Available Tiles section of the screen that appears, click the tile that you want to be displayed on the ribbon. Drag and drop it into the Display section.

    To add the tile to the ribbon’s main view, drag the Main View/More View separator below the tile. Tiles listed below this separator are added to the ribbon’s More list, and they are hidden from view until more is clicked on the ribbon.

  6. Continue to add additional tiles until the ribbon is configured with the data you want to see. You can configure the order in which the tiles will be displayed by dragging and dropping them above or below other tiles.

  7. Click Save.

  8. To set a particular tile as the default you view on this particular ribbon configuration, click the tile name to highlight it.

           

           

Prerequisites (Why can't I view the Menus and Ribbons screen?)

If you can't view the Menus and Ribbons screen, contact your administrator to ensure that the following prerequisites are met.

User Role Features

The following features must be enabled on your user role.

Enabled Global or System Options

  • None.

Grants

  • None.

Additional Prerequisites

  • None.