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Planview Customer Success Center

Creating personal Planview.Me views

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You can create Planview.Me views for your own personal use. You can either create a new view or duplicate an existing view.

When you create a view, you first specify a name and description for it, and then add and configure one or more widgets. Widgets contain data from a Planview product, for example, a roadmap view from Planview Roadmaps or work status view from Planview Portfolios.

You can adjust the height and width of widgets within the available space within a section in the designer. Each widget has a minimum and maximum width and height to ensure its contents are displayed properly. Widgets are responsive, which means the number of widgets that are displayed in a row in Planview.Me, and the contents of each widget are automatically adjusted to be displayed according to the available horizontal space. 

To add a widget to a view, you drag it from the widget library to the view, where the widgets are organized in sections. The number of widgets that can be dragged into the same section depends on their combined maximum widths. The number of instances of a widget that can be added to a view depends on the data. Widgets that can be configured to display different data or to display the same data in different ways can be added to the view multiple times. Other widgets can only be added to a view once. When the maximum number of instances of a widget have been added to a view, the widget disappears from the library.

           

NOTE

You can view and edit only the information that you have access to view and edit in the product from which the widget data originates.

           

To create a personal Planview.Me view:

  1. In the view, click the view list drop-down and then click + Create view > Create new view.
  2. In the Create new view dialog, type the view name, and then click Save and continue. The designer view appears.
  3. Configure the view as per the following procedure. You must add at least one widget to create a personal view.

Configuring a personal Planview.Me view

  1. Add a widget to the view by dragging a widget to the work area from the widget library at the bottom of the page.
  2. To configure the widget:
    1. Click the Configure button or Widget menu icon ellipse_vertical_dk_gray.png >  Widget settings.
    2. For specific information about the configuration options, find the article for the widget in the Planview.Me widget library.

  3. To adjust the width of a widget:

    1. Point to the space where the vertical divider line appears between the widget and the widget beside it.

    2. When the cursor changes to a two-sided arrow expand-columns.png, drag it to the right or left to increase or decrease the width.

  4. To adjust the height of a widget:

    1. Point to the space at the bottom or top of the widget where the horizontal divider line appears.

    2. When the cursor changes to a double line with up and down arrows (expand-rows.png), drag the divider line up or down to the desired height.

  5. To remove a widget, click the X on the top right corner.

  6. To add a section row, do one of the following:
    • Click the divider line below the existing section.
    • Drag a widget above the divider line below the existing section.
  7. To add a title for the section, click Add an optional section title and then enter the title text.
  8. When you are finished creating the view, click Save.

Duplicating an existing personal Planview.Me view

You can create a copy of the view that is currently displayed, whether it is a personal or a shared view. 

 To duplicate an existing view

  1. Ensure that the view that you want to duplicate is displayed.
  2. Click the view list drop-down and then click + Create view > Duplicate current view.
  3. In the Duplicate current view dialog, enter a name for the view, and then click Save and continue. The new view is displayed.
  4. To make changes to the view, click ellipse_vertical_dk_gray.png >  Configure view. The view appears in designer mode.  
  5. You can add, remove, rearrange, and resize the widgets and view sections. For more information, see the procedure for configuring a view, above.

Renaming a personal Planview.Me view

You can change the name of a personal Planview.Me view.

  1. Click the personal view menu icon ellipse_vertical_dk_gray.png > Edit view name. 
  2. Enter the new name and then click Save.

Editing an existing personal Planview.Me view

To edit an existing personal Planview.Me view

  1. Click the personal view menu icon ellipse_vertical_dk_gray.png > Configure view.
  2. You can add, remove, rearrange, and resize the widgets and view sections. For more information, see the procedure for configuring a view, above.