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Planview Customer Success Center

Unit Hierarchy

Shows your organization hierarchy including the unit, unit manager, members, and special access members:


Unit hierarchy.png

Design View Selection Comments
General

Topic: Unit

Type: List: Basic

Title: <enter a meaningful title>

 

 

Data

List Fields: Whichever of the following and others would be of value, such as

  • Unit > Title
  • Unit > Unit Manager
  • Unit > Members
  • Unit > Special Access Members

Use the Direct Members field instead of Members if you only want to see each unit's resources; Members shows the resources belonging to that unit and all its child units.

 

Display and Preview List Columns

Configure desired options within the Display tab, such as Drill Down.

Within the Preview pane, select the Title column's options menu and "Show Hierarchy" to represent the unit hierarchy.


Screen Shot 2020-11-18 at 4.43.20 PM.png
Variable Settings

Filters: optionally include Hierarchy Units filter

 

If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.