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.
Creating a personal Planview.Me view
You can create a Planview.Me view for your own personal use. For more information, see Creating personal Planview.Me views.
Working with widgets
The way that you interact with each widget is different. For information about using or configuring a specific widget, see the Planview.Me widget library.
Using Planview Copilot with Planview.Me
Planview Copilot is a generative AI assistant that you can ask questions about any Planview product.
For more information, see Using Planview Copilot for Planview.Me.