Menu, Ribbon, and Tile Administration
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Topics
- Menu, Ribbon, and Action Customization
- Configure user options for menus, tiles, ribbons, and more.
- Pages: 11
- Customize Menus, Ribbons, and Actions version 14
- This article introduces the administration of the default menus, ribbons, and menu actions. This article applies to Planview Enterprise 14.
- Enable or Disable Menus on the Menu Bar
- This article goes over how to set up the menus on the menu bar to meet the needs of your organization. This article applies to Planview Enterprise 14.
- Configure the Layout of Menus on the Menu Bar
- This article shows how to configure the menus displayed on the menu bar and which display under the more... menu. This article applies to Planview Enterprise 14.
- Enable or Disable Action Options
- This article explains how an administrator can configure the options that appear in the Action section of menus and in action menus. This article applies to Planview Enterprise 14.
- Create Default Ribbon Configurations
- This article shows how to configure the default report tiles on Planview ribbons. This article applies to Planview Enterprise 14.
- Configure Entity View Tabs and Configured Screens
- This article shows how to configure the tabs that appear on certain entity view screens (strategy, work, and outcome). This article applies to Planview Enterprise 14.
- Configure Entity View Tabs by Attribute
- This article explains how to configure entity view screens so that certain configured screens appear as tabs. This article explains how to configure entity view screens so that certain configured screens appear as tabs. This article applies to Planview Enterprise 14.
- Establish Column Set Defaults by Screen
- This article provides details on setting the default column sets for screens that display columns of data. This article applies to Planview Enterprise 14.
- Menu, Ribbon, and Action Customization: For More Information
- Supplemental information for Menu, Ribbon, and Action Customization.
- Pages: 7
- Menu, Ribbon, and Tile Administration FAQ
- These frequently asked questions cover the administration of menus, ribbons, and tiles. Sign in to access this FAQ article.
- Creating Default Ribbon Configurations
- This article describes defining which tiles display by default on the ribbon relevant to a Portfolio View screen, the Investment and Capacity Planning screen, or My Planview.
- Configuring Entity View Tabs and Configured Screens
- Administrators control which tabs appear on the various entity View screens by setting options as described in this article. If any configured screens have been defined on the system, administrators can also add those screens as tabs to entity View screens by setting options as described in this article.
- Tile Customization
- Configure settings for customized report tiles, table tiles, predefined chart or table tiles, or shared configurable chart and configurable table tiles.
- Pages: 24
- Create, Save, and Edit a Configurable Chart Tile
- This article goes over how to create, save and edit a configurable chart tile and save it so others can view it. This article applies to Planview Enterprise 14.
- Create, Save, and Edit a Configurable Table Tile
- This article explains how, as an administrator, you can create configurable table tiles for use by others. This article applies to Planview Enterprise 14.
- Customize Tiles Version 14
- This article explains to administrators how to customize, edit, and delete report tiles, configurable chart tiles, configurable table tiles, customized table tiles, and other tiles. This article applies to Planview Enterprise 14.
- Understand Types of Tiles
- This article describes the types of tiles on the Planview Enterprise ribbons. This article applies to Planview Enterprise 13.
- Manage Tiles
- This article goes over the functions of the Tile Management screen. This article applies to Planview Enterprise 14.
- About the Tile Management Screen (Introduction)
- This article describes the Tile Management screen, which lists all predefined, configurable, and customized tiles available for use in your environment and the ribbons on which they are available.
- Configuring a Tile to Appear on Specific Ribbons
- This article describes configuring a tile to appear on specific ribbons in Planview Enterprise.
- Setting and Removing the Required Feature to Use a Tile
- This article describes how administrators can restrict access to a tile to only those users assigned a user role that includes a particular feature. The article also describes removing such a restriction.
- Enabling or Disabling the Analyze Tile
- This article describes how to enable and disable the Analyze tile and set a required feature to use the tile. This article also lists which ribbons can show the Analyze tile.
- Create a Customized Table Tile
- This article shows how to use the Tile Management screen to add a new customized table tile. This article applies to Planview Enterprise 14.
- Sharing and Unsharing Configurable Charts and Tables
- This article provides administrators with an overview of sharing and unsharing configurable charts, tables, and visual tiles with other users.
- Create and Use Report Tiles
- This article shows how to create tiles to display RPM analytics and other custom reports. This article applies to Planview Enterprise 14.
- Create and Use Impact Analysis Visuals Tiles
- This article shows how to create tiles to display Impact Analysis visuals. This article applies to Planview Enterprise 14.
- Create a Report Tile
- This article shows how to create a report tile to display PM analytics or custom reports. This article applies to Planview Enterprise 13 and later.
- Creating or Modifying a Customized Report Tile
- This article describes how administrators can create or modify a customized report tile on the Tile Management screen.
- New Report Tile Screen and Edit Report Tile Screen Elements
- This article describes the elements of the screens that support administrators creating or modifying a customized report tile based on a custom report or FastTrack Analytics report.
- Edit Help Text for Tiles
- This article shows administrators how to edit help text for tiles they create. This article applies to Planview Enterprise 14.
- Configuring Help Text for a Tile
- This article describes how to add or replace descriptive help text (also called hover text) that appears when a user points to a tile on a ribbon.
- Edit Color Options for Data on Tiles
- This article explains how to edit color options for tile data. This article applies to Planview Enterprise 14.
- Tile Customization: For More Information
- Supplementary information for Tile Customization.
- Pages: 13
- Menu, Ribbon, and Tile Administration FAQ
- These frequently asked questions cover the administration of menus, ribbons, and tiles. Sign in to access this FAQ article.
- Creating or Modifying a Customized Table Tile (Introduction)
- This article explains the purpose of customized tiles. The article also includes links to additional articles that help administrators manage such tiles.
- Creating a Customized Table Tile
- This article explains how administrators can create a new customized table tile from the Tile Management screen.
- Enabling or Disabling Data Series for Configurable Charts
- This article describes setting options that help control whether a particular alternate structure or attribute is available for selection when a configurable chart is created or modified.
- Creating or Modifying a Configurable Table Tile (Introduction)
- This article explains how administrators can create, format, and share a configurable tile that displays a table.
- Tiles and Grouping Data by Attributes
- This article identifies the tiles that support users viewing data grouped by particular attributes (such as work type, status, or business capabilities).
Content
As an administrator, you can control the appearance and layout of the menu bar, enable or disable the options in action menus throughout the system, configure which tabs appear on various views, and which configured screens are available as a tab on each entity view. You can also configure which tiles are available on ribbons.