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Planview Customer Success Center

Lifecycle Approvals widget

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Description

The Lifecycle Approvals widget displays all work, strategy, and outcome lifecycle items that need your approval. Managers and executives can use this widget to quickly and easily manage their lifecycle approvals with fewer clicks than by using the lifecycle screens in Planview Portfolios. Administrators can configure this widget to appear in Planview.Me and in Planview Portfolios on My Overview,

           

NOTE

The widget does not show request lifecycle items that need approval.

           

The information displayed depends on where the widget is located:

  • In Planview.Me, the widget displays information about all work, strategy, and outcome lifecycle items that need your approval.
  • In Planview Portfolios, the widget displays information about all work, strategy, and outcome lifecycle items that need your approval on the Overview tab on My Overview.

           

TIP

For help navigating to the available Overview tabs in Planview Portfolios, see Using Planview.Me views in Planview Portfolios.

           

Available functionality

Users with the required lifecycle role who are responsible for approving lifecycle steps, such as project managers and program managers, can use the elements in the widget as described in the following table. For more information, see Lifecycles.

Element Description
Lifecycle name Open a screen to evaluate the lifecycle step in Planview Portfolios.
approve icon

Approve the lifecycle step as follows:

  1. Click approve icon to open the Approve lifecycle step screen.
  2. (Optional) Enter up to 200 characters in the Comments box.
  3. Click Cancel or click Approve to approve the lifecycle step.
disapprove icon

Disapprove the lifecycle step as follows:

  1. Click disapprove icon to open the Disapprove lifecycle step screen.
  2. Enter up to 200 characters in the Comments box to explain why you are disapproving the step.
  3. Click Disapprove to disapprove the lifecycle step or click Cancel.
delegate icon Delegate the lifecycle step to another user.
lifecycle step icon View the details of the lifecycle step and update the information (if you have the necessary permissions).

ellipses

Access additional options to open the screens listed in the following rows.
  bulleted list icon Open the Work View screen for the relevant work item in Planview Portfolios. 
  schedule icon Open the Schedule view on the Plan screen for the relevant work item in Planview Portfolios. 
  status history icon Open the Work Status History screen, on which you can view the history of status changes for the relevant work item in Planview Portfolios.
  go to lifecycle icon Open the Edit Lifecycle Model screen for the lifecycle step in Planview Portfolios.

Configuration settings

None.