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Planview Customer Success Center

How do I access enhanced Favorites?

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Last Updated: February 26  |  Applicable Viz Versions: All

Answer

Overview

The existing Favorites feature has been enhanced, to now include a fly-out  — which is grouped into collapsible Portfolios and Products sections — once a user hovers over the option in the top menu bar drop-down. 

Step 1: Locate the fly-out

Click Menu in the top menu bar to expand the drop-down. 

viz_favorites_locate_fly-out.png

Step 2: Hover over Favorites to reveal fly-out

The Favorite Portfolio or Product currently being viewed is highlighted.

Note: Favorites now appear in alphabetical order.

viz_favorites_hover_fly-out.png

Step 3: Collapse Favorites section

To hide either the Portfolios or Products section, click the arrow next to the desired heading.

viz_favorites_collapse_fly-out.png