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Planview Customer Success Center

Create a Configured Screen


This article explains how to create a configured screen, for administrators.

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You are viewing content for Planview Portfolios.
You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

Please visit the product help Configured Screens articles to learn about the options available in the current product release, which includes an enhanced screen designer for Work, Strategy, Outcome, Change, Risk, and Issue configured screens, and legacy designer for other types of configured screens (requests, releases, requirements, resources, and support tickets, for example). The content is best viewed from the help interface.