Working with Logbook

Accessing Logbook

You can access Logbook from the following product locations:

• Planview Portfolios – Logbook tab on the work or strategy screen.
• Planview ProjectPlace – Logbook tab on the workspaces view

Switching to a different Logbook view

In the top right corner below the title bar, click the current view name to display the list of custom views and then select the view.

To display all logs from all log types, select Show all logs.

Filtering the Logbook view

You can filter the Logbook view to show only the logs that match the search critieria.

1. Access Logbook.
2. Click the filter icon . The Filters pane appears.
3. Select the filter criteria.
4. To clear the filter criteria and view the entire list, click  Clear filters.

Creating logs

For information about creating and managing logs, see Managing Logs.

For information about importing log data, see Importing logs.

Exporting a Logbook view to Excel

You can export a view to Excel, which creates an Excel worksheet with the columns and data from the view.

1. In the upper right corner of Logbook, click More options  > Export to Excel.
2. The view is exported to an Excel file and emailed to you.

Creating reports based on Logbook data

You can use the Logbook OData service to create reports based on Logbook data using Power BI. You can also use Logbook data in some Planview Portfolios tiles and reports.

For more information, see the following articles:

• Accessing Planview Logbook Data with OData
• Work Portfolio Dashboard
• Setting Up the Work Portfolio Dashboard
• WRK14 - Project/Portfolio Highlight Report with Logbook