Resource status widget
Description
Provides information about the health and status of Planview Portfolios resources for a resource portfolio.
The Resource status widget displays status information of resources in a grid. By default, the widget includes the following resource attributes as columns:
- Resource Types
- Parent Description
- Resource Roles
- Teams
- Location
- Resource Calendar
- Timesheet Hours Per Week
- Timesheets to Approve
- Capacity: Current Week
- Utilization%: Current Week
However, the widget can be configured to include up to 10 of any combination of resource attributes.
The widget is available for use in Planview.Me, and in Planview Portfolios in the Overview tab on My Overview.
In Planview.Me and My Overview, the widget displays resources included in the selected resource portfolio. Initially the first resource portfolio alphabetically that you have access to is displayed, but you can change it to a different resource portfolio.
Available functionality
To change the order of the columns
You can rearrange the columns by dragging the column header to a different position. The order is saved in the browser cache.
To switch to a different resource portfolio
Select a resource portfolio from the list in the upper right corner of the widget.
To view a resource
Click the link to the resource in the grid.
To view more information for the selected resource portfolio
Click Go to Portfolio Manager.
Configuration settings
| Option | Description |
|---|---|
| Title | Read-only. 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.
- Click Widget menu icon
> Settings. - To add a column:
- In the Columns section, click + Add column.
- Search for and/or select the column that you want to add. The column is added to the bottom of the list.
- To move a column, drag it to the desired position.
- To remove a column, click the X in the column list.
- When you are finished, click Save.