Metric tile widget
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.
Configuration settings
| Option | Description |
|---|---|
| Tile source | Source of the data to be displayed in the widget. |
NOTE
Customized report tiles that meet the following criteria can be viewed in a Metric Tile widget. An administrator can view or update these tile settings on the Tile Management screen in Planview Portfolios by clicking Administration > Tile Management.
- Format = Table
- Source = Customized
- Enabled = Yes
- The tile is configured to appear on My Overview, Work (portfolio), or Work (entity)
For more information, see Creating or Modifying a Customized Report Tile.