Overview: Entity View

Summary

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

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  > 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  will load data once selected.