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Planview Customer Success Center

Home Page Customization

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 The Home Page Customization allows administrators to select the link in the  Release & Verify icon in the blue navigation menu.

           

TIP

Previously, this customization was called Setup (Welcome Page Settings) Customization and it toggled and selected the link for a Home text link in the blue navigation menu.

           

Home-page-June-15-2021-768x128.png

The Release & Verify icon is always enabled and is on the left-hand side of the blue navigation menu.

Reskin252-768x38.png

To select the link in the Release & Verify icon in the blue navigation menu:

  1. Go to Settings  SettingsNew.png> Customization > Site Settings > Welcome Page Settings.
  2. Click Setup.
  3. Click to select the page that will open when the Home link is clicked:

    Home-menu-June-15-2021.png

    • Home (Default): This is the default link, even if the Home page is not set up.
    • Dashboard Manager.
    • IM Manager (points to IM Dashboard).
    • Insights.
    • Release KPIs.
  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.