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Planview Customer Success Center

Create Custom Categories for KPIs

Portfolio managers may need to create custom categories and group KPIs and portfolio reports in a way that can be used by other members. The following functionality enables them to do so.

Create custom categories

Account owner, co-owners, account administrators and Portfolio tool administrators (account members with access rights to the Portfolios tool) can create custom categories. 

To create custom categories:

1. In Manage KPIs, click on the down arrow/more icon in upper right menu bar. 

Customize KPI Categories option ONLY.png

2. Click Add category on the popup.

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3. Type name of new category and press Enter.

4. Click the Close button. The custom KPI category will now appear along with the custom list.

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Edit categories

           

NOTE

  • Only the Account owner, co-owners and administrators can edit the default categories Budget and Economy, Deviations, General, or Progress.
  • Account owner, co-owners, administrators and portfolio tool managers can edit custom categories.

           

To edit custom categories:

  1. In Manage KPIs, click on the down arrow/more icon in upper right menu bar.
  2. Edit category name and press Enter.

EditCategory.png

To edit default categories:

  1. In Manage KPIs, click on the down arrow/more icon in upper right menu bar.
  2. Edit category name and press Enter to save.

Delete categories 

           

NOTE

  • Only the Account owner, co-owners and administrators can edit the default categories Budget and Economy, Deviations, General, or Progress. 
  • Account owner, co-owners, administrators and portfolio tool managers can delete custom categories.
  • Custom categories or default categories cannot be deleted if they are associated with other KPIs.

           

To delete custom categories:

  1. In Manage KPIs, click on the down arrow/more icon in upper right menu bar.
  2. Click on the category you wish to delete.
  3. Click the x (delete) next to the category.

Delete custom KPI category.png

To delete default categories:

  1. In Manage KPIs, click on the down arrow/more icon in upper right menu bar.
  2. Click on the category you wish to delete.
  3. Click the x (delete) next to the category.
  4. A warning message will appear to confirm you wish to do this.
  5. If so, click Delete.

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By hovering over the "i" in a category, you can see whether it has associations and can/cannot be deleted.

Rearrange the order of categories

It is possible to change the order in which the KPI categories are displayed. When you do, the following places are affected:

  • KPI Selection List in the KPI details pane
  • Status page in a workspace
  • “Export workspace report” in the Status page in a workspace
  • KPI Widget in the Reports page in a workspace.

To rearrange the order of categories:

  1. In Manage KPIs, click on the down arrow/more icon in upper right menu bar.
  2. Drag and drop categories to change order. These changes will affect all users.

dragdropcategories.png

 

 

 


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