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Configured Screen Administration

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

How Can I Learn about Configured Screens?

Administrators can create and modify configured screens, which are interactive forms that support your organization's defined processes. A configured screen's primary purpose is to provide users with information, request information from users, or do both of those things.

Planview Enterprise One release 18 – PRM introduced the enhanced designer for configured screens. It's currently only available for Work, Strategy, Outcome, Change, Risk, and Issue configured screens. To simplify the product help around configuration of configured screens, many new help pages and a new format for learning about configured screen administration was added. Rather than use the Academy format, we recommend you visit the Configured Screens help page.

If you know whether you want to work with the enhanced designer or legacy screens, these links are convenient shortcuts: