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Work with Ribbons and Tiles

Summary

This article provides an introduction to the concepts of the ribbon and tiles using the Portfolio View screen as an example.

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

E-learning: Manage the Ribbon

This training video covers how to manage the ribbon in Planview Enterprise One - Portfolio and Resource Management. 

(expand the player to view as fullscreen)

Keystroke Steps: Work with Ribbon and Tiles

Concept

The Work Portfolio View summarizes information about the selected portfolio (Figure 1 shows typical tiles found on the Work Portfolio View, but not all types). It provides a central location to quickly get updated on the status of items in the portfolio by means of tiles.

  1. Search for the relevant Work portfolio > action_menu_15.png  > Portfolio View.
  2. The context bar displays the name of the current portfolio and the name of the screen. Select Back to return to a previous screen, select the star icon to select or deselect the portfolio as a favorite, or select the drop-down arrow to see the menu choices from the Requests Menu Action section and do something else with the portfolio (Figure 2).
  3. The ribbon contains tiles that provide easy access to chart or table data that is related to the Portfolio View (Figure 1). Select any tile to view the data it links to. Numbers within tiles tell you how many items are in the table that will display when the tile is selected, such as requests in the portfolio, new requests, active requests, etc. Hover over a tile to see a description of the report it displays. The tiles that appear on the ribbon are said to be in the Main View of the ribbon.
  4. Any configurable table tile with   displayed will not show a count until you click it to load the data.
  5. Select the minus sign at the right of the ribbon to collapse the ribbon and display only tile names. Select the button on the top right of the ribbon to collapse or expand the ribbon. The button is labeled minus (–) or plus (+) depending on whether the ribbon is expanded or collapsed (Figure 2). 

Click to replay the animation below.

my_overview_collapse_expand_ribbon2.gif
Example: Collapse and expand the ribbon in My Overview.

 

  1. Select the more... tile to view any tiles that do not fit on the ribbon at the current browser size, as well as other tiles and options. Tiles configured to display when you select the more… tile are said to be in the More View of the ribbon.
  2. Use the Column Set dropdown to select and configure column sets).
  3. Use the Analyze tile to create a configurable chart.
    Click   in the upper right of many report tiles to open a report in its own window, so you can continue to work in the system while reviewing the report.
Tip

Figure 3 shows the types of tiles available.

Tip

If you select a tile by selecting more… that tile will replace the rightmost tile in the ribbon until you either select another tile from the More View or log off and log back in. When you log back in, the tile order will either be the default set by the administrator or the custom configuration you set up using the Manage button.

tile_types.png

Tile Type

Tile Description

Predefined

Contains column set, summarization and group by controls for the financial data.

Configurable Table

Contains column set, summarization and group by controls for the financial data. Depending on how it was created, you may see colors and/or icons highlighting specific data conditions. The refresh icon indicates that this tile will only render data when it is selected, speed up the display of the ribbon.

Report

Displays information from either FastTrack Analytic report or custom reports created by your report designers. Depending on how the tile is created, the report can either be displayed within the Portfolio and Resource Management window or in a new window.

Customized Table

Does not contain column sets. Data is displayed in columns and rows. Depending on how the tile is created, it can include links to screens in Portfolio and Resource Management or intranet/external sites.

Configurable Chart

Visually represent the data within your selected portfolio. The types of charts contained in each tile can be identified by the tile icon. From left to right, Sunburst, Bar, Tree Map, Column and Pie charts.

More…

Allows users to modify the tile selection and order on the ribbon, and to dismiss the new shared tile (exclamation) icon.

Analyze

Allows users to create Impact Analysis Visual tiles as needed. This tile type currently cannot be shared between users, but the data may be exported to PowerPoint.

Figure 1: Types of Tiles

context_bar16.png

Figure 2: Context Bar Dropdown

12c. Context Bar Dropdown.png

Figure 2: Context Bar Dropdown

tile_overview.png

Figure 3: Tile Types in Portfolio and Resource Management