Portfolio Tasks widget
Description
The Portfolio Tasks widgets displays key attributes in the work breakdown structure (WBS) for a work portfolio or a project in Planview Portfolios. In addition, users can update schedule and status attributes in the widget without opening Planview Portfolios. The widget includes columns such as Line #, Name, Project, Work Status, Duration, Schedule Start, Actual Start, Schedule Finish, Actual Finish, Predecessors, and Successors. You can also configure the widget to include up to 15 of any combination of work item attributes (not including the Line #, Name, and Project columns).
The widget can be added to a Planview.Me view and to overview views in Planview Portfolios:
- In Planview.Me and My Overview, the widget shows the projects (work items at the primary planning level (PPL)) and their children in the selected work portfolio. You can switch to view the projects for a different work portfolio.
- For a work portfolio, the widget shows the projects in the current work portfolio as well as the projects' children.
- For a work item, the widget shows the selected project (work item at PPL) and its children.
TIP
For more information about the Overview tabs in Planview Portfolios, see Using Planview.Me views in Planview Portfolios.