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Planview.Me - how to seelct a portfolio for a visualisation

  • July 4, 2025
  • 2 replies
  • 29 views
M
Silver Active Participant
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I’m trying to add some visualisations / visualizations to a Planview.Me screen.  I want to select a specific portfolio for users to see for that data view.  In the instructions, under ‘Available Functionality’, it shows how to select a portfolio for this purpose: Data Visualization widget - Planview Customer Success Center

I’m unable to see that icon (briefcase / portfolio).  Is there a different way to see this, or set the portfolio now?

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2 replies

M
Planview Falcons
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  • mlea
  • Planview Falcons
  • July 7, 2025

​@MartinL the portfolio selection is done by the end user in their Overview, not centrally selected by the Admin when creating the Overview and adding widget to it.

Portfolios are “personal”, based on permissions and personal creation (or shared from others).

M
M
Silver Active Participant
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  • MartinL
  • Author
  • Silver Active Participant
  • July 8, 2025

​@mlea - thanks for this, I did wonder if that was the case, but the CSC page read differently to me.  Defining the portfolio would make the user experience easier in some ways.

Is there a way to bypass SSO, to log in to Planview.Me, to see what a report will look like for an end user?  We have a direct link for Portfolios, but I could not find one for PV.Me.  Thanks.

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