Portfolio Tasks widget
Description
The Portfolio Tasks widgets gives users a quick and easy way to view 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.
It can be configured to appear in Planview.Me or in Planview Portfolios on Overview tabs for My Overview, work portfolios, and work items:
- In Planview.Me and My Overview, the widget shows the projects (work items at the primary planning level, or PPL) included in the selected work portfolio as well as the projects' children. You can change it to 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.
Available functionality
Users can perform the following procedures with Planview Portfolios work portfolios and work items for which they have permissions and user role features.
To select another work portfolio on My Overview:
- Click
. - Select a portfolio from the dropdown list. You can enter text in the Type to filter box to narrow down the portfolios in the list.
To open the Schedule and Assignments view on the Plan screen for a work item:
- In the Name column, click the work item that you want.
The Plan screen opens on the Schedule and Assignments view with the work item you selected highlighted on the screen.
To open the Schedule view on the Plan screen for a project:
- In the Project column, click the project you want.
The Plan screen opens on the Schedule view for the project you selected.
To open the predecessor or successor for a work item on the Plan screen:
- Hover over the Predecessor or Successor cell for the work item you want.
- Click link in the tooltip that appears.
The Plan screen opens on the Schedule and Assignments view with the predecessor or successor you selected highlighted on the screen.
To change the setting for Work Status, Constraint Type, or Enter Status Flag:
- In the row for the work item that you want, click the Work Status, Constraint Type, or Enter Status Flag cell for the work item you want.
- Select a new value from the dropdown list.
NOTES
- You can edit a cell if the cell has a dashed-line border when you hover over it.
- Work Status values that are controlled by lifecycles do not appear in the dropdown list.
To change the duration for a work item:
- Click the Duration cell for a work item at the lowest level in the hierarchy (does not have any children) and enter the new duration.
The new value is then rolled up into the parent totals.
NOTES
- You can only change the duration for a work item that does not have any children and has a Schedule Start or Actual Start date.
- You can edit a cell if the cell has a dashed-line border when you hover over it.
To change a date (such as Schedule Start or Constraint Date):
- In the row for the work item that you want, click the appropriate date cell.
- Enter a date in the cell or use the date picker to select a date.
NOTE
You can edit a cell if the cell has a dashed-line border when you hover over it.