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Planview Customer Success Center

Custom Descriptions Customization

           

TIP

This customization has been deprecated.

           

The Custom Descriptions Customization allows administrators to customize the tooltips  beside module page titles.

Custom-Descriptions-June-17-2021-768x142.png

Location of Custom Descriptions

The Custom Descriptions tooltip appears beside the page title of each page. Hovering your mouse cursor over the i tooltip opens a yellow pop up with a description of the page’s functions.

Add Custom Descriptions

To add a Custom Description:

  1. Go to Settings SettingsNew.png > Customization > Site Settings.
  2. Click Custom Descriptions.
  3. Click to deselect the Set to Default checkbox.
  4. Double click the Description field, delete the previous description, and type your new description.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Use a Default Custom Description

To use a default Custom Description:

  1. Go to SettingsSettingsNew.png> Customization > Site Settings.
  2. Click Custom Descriptions.
  3. Click to select the Set to Default checkbox.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.