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About 12 results
  • About the Portfolio Manager Tile
    https://success.planview.com/Planview_Portfolios/Fundamentals/User_Interface_Basics/010_Screen_Basics/GSG_01.05.23_en_About_the_Portfolio_Manager_Tile
    Describes the tile that supports viewing all of the items that are in a portfolio in a grid.
  • About the Analyze Tile
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles/Tiles/010_About_the_Analyze_Tile
    Describes the Analyze tile, which allows users and administrators to quickly and easily create private Power BI tiles, private configurable chart tiles, and visual tiles. Administrators can also use t...Describes the Analyze tile, which allows users and administrators to quickly and easily create private Power BI tiles, private configurable chart tiles, and visual tiles. Administrators can also use the Analyze tile to create shared configurable chart tiles and private or shared configurable table tiles.
  • Sorting Rows
    https://success.planview.com/Planview_Portfolios/Fundamentals/User_Interface_Basics/010_Screen_Basics/GSG_01.05.03_en_Sorting_Rows
    Describes sorting rows on some screens based on a column's content
  • Deleting a Tile
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles/Tiles/020_Deleting_a_Tile
    Explains which types of tiles can be deleted, how to delete tiles, and who can delete tiles.
  • Setting a Configurable Table Tile's Options
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles/Tiles/Configurable_Charts%2C_Tables%2C_and_Visualizations/Creating_or_Modifying_a_Configurable_Table_Tile/Setting_a_Configurable_Table_Tile's_Options
    Describes setting a configurable table tile's options such as the label, title, and description for the tile; sharing the tile; showing or hiding a numeric value on the tile; and controlling how a met...Describes setting a configurable table tile's options such as the label, title, and description for the tile; sharing the tile; showing or hiding a numeric value on the tile; and controlling how a metric displayed on the tile is calculated. Depending on the product's configuration, you can also set options to select the structure by which the tile groups data by default.
  • Configurable Charts, Tables, and Visualizations
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles/Tiles/Configurable_Charts%2C_Tables%2C_and_Visualizations
    Explains how to use configurable tiles, which show a configurable chart, table, or visualization.
  • Creating or Modifying a Configurable Table Tile
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles/Tiles/Configurable_Charts%2C_Tables%2C_and_Visualizations/Creating_or_Modifying_a_Configurable_Table_Tile
    Explains how administrators can create, format, and share a configurable tile that displays a table.
  • Demand Portfolio Manager Screen Basics
    https://success.planview.com/Planview_Portfolios/Financial_Management/Financial_Planning/01_Financial_Management_Concepts/Demand_Portfolio_Manager_Screen_Basics
    Explains how to navigate to the screen that gives you an overview of a financial plan as it relates to the demand within a Planning portfolio. That screen also provides easy access to the details of a...Explains how to navigate to the screen that gives you an overview of a financial plan as it relates to the demand within a Planning portfolio. That screen also provides easy access to the details of a financial plan and the relevant items. General information about the screen is also included in this article.
  • Creating or Modifying a Filter for a Configurable Table
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles/Tiles/Configurable_Charts%2C_Tables%2C_and_Visualizations/Creating_or_Modifying_a_Configurable_Table_Tile/Creating_or_Modifying_a_Filter_for_a_Configurable_Table
    Describes how to create or modify a filter that determines which attributes are displayed on a configurable table tile.
  • Ribbons and Tiles
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles
    Provides information about various tasks you can perform from the ribbon, which is a horizontal element some screens display beneath the Planview Portfolios menu bar.
  • Formatting a Configurable Table
    https://success.planview.com/Planview_Portfolios/Fundamentals/Ribbons_and_Tiles/Tiles/Configurable_Charts%2C_Tables%2C_and_Visualizations/Creating_or_Modifying_a_Configurable_Table_Tile/Formatting_a_Configurable_Table
    Describes defining the format of a configurable table tile, such as changing the background color of an attribute's cells and selecting an icon to indicate areas requiring attention and selecting a hy...Describes defining the format of a configurable table tile, such as changing the background color of an attribute's cells and selecting an icon to indicate areas requiring attention and selecting a hyperlink so users can navigate to a particular area within the application and take action on the relevant item.