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How to add the Discussion panel to the OOTB Resource Planning view?

  • May 24, 2024
  • 2 replies
  • 43 views

Hello,

How can I add the discussion panel in the Resource planning view? Thank you.

 

Best answer by CortFelix

Hi JessO - That particular view is an OOTB view that it cannot be changed so, you wouldn't be able to add the discussion panel to it. However, you can create a view that meets your needs. If you create a new view, select it to be a One Column format, you can keep the Work Plan section, add the Resources panel beneath it, ensure that it’s showing the appropriate planning format followed by add the discussion panel below that. All the other panels you may minimize. 

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2 replies

CortFelix
Planview Partner
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  • Planview Partner
  • Answer
  • May 30, 2024

Hi JessO - That particular view is an OOTB view that it cannot be changed so, you wouldn't be able to add the discussion panel to it. However, you can create a view that meets your needs. If you create a new view, select it to be a One Column format, you can keep the Work Plan section, add the Resources panel beneath it, ensure that it’s showing the appropriate planning format followed by add the discussion panel below that. All the other panels you may minimize. 


  • Author
  • May 30, 2024

Hello CortFelix,

Thank you for your quick reply, appreciate it. I have gone through the same steps. The only thing is, we don’t want the other panels showing at all, to reduce the clutter but minimizing is fine. Thank you :)

Regards

Jess