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Planview Customer Success Center

Creating Classes for Assets and Portfolios

Classes are grouping mechanisms for categories. You create a class when you want to organize entities that have no relationships with each other. Classes contain multiple categories, which are types of entities.

Note: Classes are supported for Portfolios and Assets. Assets are displayed on portfolio entities and resources.

Portfolio classes are reflected in top-level tabs. For example, if you create a class called "Financial," then you will see a top-level tab labeled "Financial."  

Asset classes are reflected in sub-tabs on portfolios, as well as pages under the Resources tab (with link on the left-nav of the Resources page). For example, if you create an asset class called "Servers," you will see a Servers tab in the right-had side pane of your portfolio. Additionally, when you navigate to the Resources tab, you would will a left-nav link "Servers." In either of these place you can create the specific asset.

To create a class

  1. From Admin/Setup/All Entities/entityType/Classes, choose New > Class. (If you want to create a category for Portfolios or Assets, see Creating Categories for Portfolios and Assets).
  2. Fill out the relevant properties in the New Class dialog as described below:

Note: PPM Pro supplies the following classes out of the box: Portfolio and Applications. You can use, delete, or rename these classes. Remember that you must have the appropriate permissions in order to see these tabs, unless you were a member of the Portfolio Admin team (now member of a global profile).

new_class.png

Field

Description

Single Name

Enter the name that will appear at the top of the Entity List screen. For example, Server or Portfolio.

For assets, this is the name that will appear as a left-nav link on the Resources page.

Plural Name

Enter the name that will appear on the tab. For example, Servers or Portfolios.

Active

Select the Is Active checkbox if you want the navigation icon to be displayed. Otherwise, deselect the checkbox to hide the tab.

Display After

Determines the order in which the navigation icons are displayed (if there are multiple classes). navigation icons are displayed according to their place in the list of classes.

  1. Click Save.

Next, create categories for this class. A class must have at least one category before you can create instances of the portfolio or asset.