;

Skip to main content

 

  • arrow icon
Language Selector

  1. Other Languages

    (machine translation)

 

Planview Customer Success Center

Project status widget

  1. Last updated
  2. Save as PDF

Description

The Project Status widget provides a portfolio-level view of project health and status. It displays key attributes for all projects in a selected portfolio, helping managers and stakeholders quickly identify which projects require attention.

The default set of attributes shown includes:

  • Project Name

  • Project State

  • Status

  • Start Date and Due Date

  • Actual Start Date and Actual End Date

  • Percent Complete

The widget can be configured to display up to 10 attributes in addition to the project name, selecting from any available project attributes the user has access to in AdaptiveWork. Attributes are displayed in the configured default order, and columns can be resized and reordered directly in the widget.           

 

Work status widget

           

           

NOTE

All field validations and business rules that apply in AdaptiveWork are enforced in the widget. Users can only view fields for which they have the appropriate grants.

           

Available functionality

To switch to a different work portfolio

Select a work portfolio from the list in the upper right corner of the widget. (This applies to Planview.Me and My Overview only).

To view the work items

Click on a project name to open the project details page, with full support for right-click and Ctrl+Click to open in a new tab.

To view more information for the selected work portfolio

Click the link in the widget footer to navigate to the full portfolio details page.

 

           

 

How-to video

           

Configuration settings

Option Description
Title Name of the widget.
Description (contextual help) Description that appears when the 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.