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).

           

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Portfolio Tasks widget

           

The widget can be added to a Planview.Me view and to overview views in Planview Portfolios:

           

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.

           

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How-to video

           

To select another work portfolio on My Overview:

  1. Click toolbox icon.
  2. 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:

  1. 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:

  1. 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:

  1. Hover over the Predecessor or Successor cell for the work item you want.
  2. 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:

  1. 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.
  2. 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:

  1. 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):

  1. In the row for the work item that you want, click the appropriate date cell.
  2. 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.

           

           

           

Configuration settings

Option Description
Title Name of the widget.
Description (contextual help) Description to appear when user clicks the help icon for the widget.

Managing columns

You can add, remove, and rearrange the columns. The columns are listed in the order that they appear in the grid from left to right.  

  1. Click Widget menu icon ellipse_vertical_dk_gray.png>  Settings.
  2. To add a column:
    1. In the Columns section, click + Add column.
    2. Search for and/or select the column that you want to add. The column is added to the bottom of the list.
  3. To move a column, drag it to the desired position.
  4. To remove a column, click the X in the column list.
  5. When you are finished, click Save.