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Overview: Entity View


This mixed media article provides an overview of the Entity View screens and includes a video on the Work View.

You are viewing content for Planview Portfolios HIDDEN 2023 UI.
You are viewing content for Planview Portfolios.
You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

E-Learning: Navigate the Work View

Keystrokes: Entity View Overview

An easy way to find an entity is to use Navigational Search:

  1. Search for the relevant project (or Resource, Strategy, etc.).
  2. Select action_menu_15.png > Work View (or Resource, Strategy, etc.) (Figure 1).
  3. From here you can:
  • See the same kinds of data for all your projects at once—in the example you can easily see the work status of each project.
  • Designate your favorite projects by selecting a star.
  • Use drop-down menus to get more information on a project.
  • Select a tile for other types of information about all the projects in the portfolio, like all the timesheets that need approval. Tiles that display icon_load.png will load data once selected.


Figure 1: Work View Overview


Figure 1: Work View Overview