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Planview Customer Success Center

Metric Tile widget

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Description

For all user types who need a quick way to view simple metrics and navigate to relevant entity views, reports, or dashboards, Metric Tile widgets represent concise summaries of customizable reports used in your organization, offering a fast way to understand the number of items in a given report. Each widget displays either an icon or a summarization of entity data such as counts, averages, sums, etc., with a hyperlink to navigate to a related view, report, or dashboard.

Administrators can configure as many Metric Tile widgets as they would like on any Planview.Me view. Your administrator can configure this widget to appear in Planview.Me or in Planview Portfolios on the secondary navigation bar of the My Overview screen, the work portfolio view, or the work entity view. 

           

TIP

For help navigating to the Overview tab on My Overview or in the context of a work portfolio or work entity in Planview Portfolios, see Using Planview.Me views in Planview Portfolios.

           

Available functionality

Click the Go to View hyperlink on each Metric Tile widget to view a related view, report, or dashboard in the relevant area of Planview Portfolios.