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Planview Customer Success Center

Setting up Planview.Me (administrators)

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Requirements

To set up Planview.Me, you require the following:

  • The Planview platform products whose data is displayed in the widgets must be enabled on Planview Admin. For a list of the product dependencies, see Planview.Me widget library.
  • Administrator access to Planview Admin.
  • Administrator access to Planview Portfolios.

To use Planview.Me, users require the following:

  • To view data, users require view access permissions to the data in the source product.
  • To edit data, users require edit access permissions to the data in the source product

Setting up Planview.Me in Planview Admin 

Setting up Planview.Me includes the following steps, all of which must be performed in Planview Admin by a Planview Admin administrator.

  1. Add the Planview.Me production or sandbox environment to Planview Admin. For more information, see Managing Products. 

            

    NOTE

    You can add one production environment and one primary sandbox environment for Planview.Me. 

             

  2. Assign users to the Planview.Me product. For more information, see Managing Users.
  3. Create and activate a Planview.Me view. For more information, see Managing Planview.Me Views.

Preventing users from creating personal Planview.Me views

By default, users can create views in Planview.Me for their own personal use. However, some organizations may prefer to only make shared views available and prevent users from creating personal views.

To prevent users from creating personal  Planview.Me views:

  1. In Planview Admin, click Settings and then click the Services tab.
  2. Click the Settings button for the Planview.Me environment.
  3. On the Views for Planview.Me page, click Options.
  4. Clear the Users can create personal Planview.Me views check box and then click Save.

Setting up Planview Portfolios overview views 

Planview Portfolios overview views are Planview.Me views that are displayed in an Overview tab in the following locations. The Planview Portfolios information displayed in the widgets is filtered to be specific to the context of the location, for example:

  • My Overview – information is specific to you or includes an option for you to select the information
  • Work portfolio screen – information is specific to the selected work portfolio
  • Work entity screen – information is specific to the selected work entity

After you set up Planview Portfolios overview views, an Overview tab appears in the secondary navigation bar in each of the locations. In the My Overview screen there is also a new My Tiles and Reports tab, which contains the previous My Overview screen contents.

To set up Planview Portfolios overview views:

Setting up the Planview Portfolios overview views includes the following steps, all of which must be performed by an administrator.

  1. Set up Planview.Me in Planview Admin. 
  2. In Planview Admin, create and activate a view for each of the Planview Portfolios overview locations. For more information, see Managing Planview.Me Views.
  3. To display the Overview tabs in Planview Portfolios, enable the Enable Planview.Me Overviews global option (main menu > Administration > System Configuration > Global Options > Additional functionality).