Working with Planview.Me
Requirements
- To view data in widgets, you require view access permissions to the data in the source product.
- To edit data in widgets, you require edit access permissions to the data in the source product.
Accessing Planview.Me
You can access Planview.Me the following ways:
- from any Planview platform product by clicking the Planview product switcher
- from the Overview tab in Planview Admin
Switching Planview.Me views
You can switch between the different views that are available to you.
To switch to a different Planview.Me view
Click the view name and then select a different view from the list that appears.
Working with widgets
The way that you interact with each widget is different. For information about using a specific widget, see the Planview.Me widget library.
For information about configuring a widget, see Planview.Me widget library (administrators).