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Planview Customer Success Center

My Overview for Team Members


My Overview
Relevant parts of My Overview for team members. Replaced with equivalent Help articles 5/18/2020
Pages: 2
  • My Overview
    Provides basic information about My Overview, which is a centralized location that displays information specific to you as a user (such a notifications and assignments) from across the system
  • Use the My Account Dropdown to Update Your Attributes
    This article shows team members how to view and update, if applicable, their resource attributes.


This course covers the aspects of My Overview that are relevant for team members, and how to update your system attributes, when the option is available.