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Planview Customer Success Center

What is the best way to set up a new field for the Work Alignment insight?

Last Updated:   |  Applicable Viz Versions: All

Answer

Before configuring a custom filter for Work Alignment, we recommend adding the source field first. If you need to add a field after creating the custom filter:

  1. Create your new field in your source tool
  2. Add ALL options you'll need for this field
  3. Contact customer care to request an Options Reload

What if I need to add more options later?

While possible, it will require another Options Reload from customer care. We recommend planning ahead and adding all required options at once.