Skip to main content
Question

Editing the secondary navigation bar in Portfolios?


Hi All,  I’ve been requested by my users if the secondary Navigation bar in the work view can be edited or reordered?  At least change the order across the bar?

pamela.sargent
Gold Community Mentor
Forum|alt.badge.img+6

@Scott Valentine - at this time there is not a way to reorder the secondary navigation bar.  I do not believe anyone has submitted this as an enhancement idea either, so that would be the next step to see that functionality in the future. https://e1.spigit.com/e1prmcontinuous/Page/ViewIdeas


Forum|alt.badge.img+1
  • Planview Falcons
  • May 14, 2025

@Scott Valentine 

There is a work around on Configured Screen reordering for Entity View tables.

  1. In Configured Screen Admin, prefix you screen name with a number, based on the order in which you want them to appear. You can do this renaming in the grid list.
  2. In Menus and Ribbons > Entity View Tabs select the screens to and they will be ordered by the numbers
  3. Go back to Configured Screen Admin and remove the number prefix (using the in grid editing).
  4. As long as you don’t go back to the Menus and Ribbons > Entity View Tabs and make any changes, the order based on the (now removed prefixes) will be retained.

Note, this only allows you to order the configured screens. The other screens will always be shown before the configured screens.


pamela.sargent
Gold Community Mentor
Forum|alt.badge.img+6

@mlea - That is great to know. This however would only apply to custom configured screens correct? No way to change the name of OOB screens like Lifecycles, Notifications or Rate Card Overrides correct?


Forum|alt.badge.img+1
  • Planview Falcons
  • May 15, 2025

@pamela.sargent correct, this work around is for Configured Screens only.

The standard screens you listed cannot be reordered. If renaming them is essential then you could use Configurable Text.

https://success.planview.com/Planview_Portfolios/Administration/Configuration/Configurable_Text


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings