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Planview Customer Success Center

Work status widget

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Description

The Work status widget displays status information of work portfolio items in a grid. By default, the Work status widget includes the following work item attributes as columns:

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

However, the widget can be configured to include up to 10 of any combination of work item attributes. 

           

NOTE

The values for Financial subtotal and calculated attributes come from the "Forecast" Financial Version on the default Financial Model.

           

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 attributes 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.

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.  

  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.