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How to access more of Planview Dashboard templates

  • June 10, 2024
  • 1 reply
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I can only find 6 Dashboard templates - 1 is called the Executive Dashboard.  Where can I find the other Dashboard templates in the Planview Adaptive works tool?

 

Thank you!

Sharyn

Best answer by Sai Sravan

Hello @sfloyd,

There are 6-7 system generated AdaptiveWork Dashboard templates made available to all users in the Reports & Dashboards section and the Executive Dashboard is one among them. Any reports or dashboards created by you can be accessed from ‘My Reports’ folder. Similarly there are other folders as well as shown in the below image so can you please switch to the ‘All Reports’ folder and see if you are able to find the others? Also, you can use 'Dashboard’ keyword in the Search field and narrow down the list to only show all the dashboards.

 

 

Hope this helps!

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1 reply

Sai Sravan
Planview Falcons
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  • Planview Falcons
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  • June 11, 2024

Hello @sfloyd,

There are 6-7 system generated AdaptiveWork Dashboard templates made available to all users in the Reports & Dashboards section and the Executive Dashboard is one among them. Any reports or dashboards created by you can be accessed from ‘My Reports’ folder. Similarly there are other folders as well as shown in the below image so can you please switch to the ‘All Reports’ folder and see if you are able to find the others? Also, you can use 'Dashboard’ keyword in the Search field and narrow down the list to only show all the dashboards.

 

 

Hope this helps!