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Planview Customer Success Center

Work Status widget

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Description

The Work Status widget displays status information of items in a work portfolio in a grid. It includes the following attributes:

  • Description (Name)
  • Work status
  • Schedule start
  • Schedule finish
  • Actual start
  • Actual finish
  • Percent complete

The Work Status widget is available for use in Planview.Me, and in Planview Portfolios in Overview tabs on My Overview and the Work Portfolio view:

  • In Planview.Me and My Overview, the widget displays the work items included in the selected work portfolio. Initially the first work portfolio alphabetically that you have access to is displayed, but you can change it to a different work portfolio.
  • In the Work Portfolio view, the widget displays the work items for the current work portfolio.

Available functionality

You can edit the work status and dates directly in the grid.

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 the links to the individual work items in the grid. 

To view more information for the selected work portfolio

Click Go to Portfolio Manager.