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In a previous version of Planview Portfolios, we could open a Work entity and simply click the “expand” arrow beside the Work Breakdown Structure section in the Work Detail tile to see where the entity was located within the primary work structure:

Work Detail Tile - Work Breakdown Structure section expanded

In the latest version of Planview Portfolios, I’m trying to find that same information while in Work View. When I asked my administrator, they suggested a workaround: navigate to Work > Show All Work, search for the specific work item, and then click the hierarchy icon to view the full WBS path.

This method works, but it requires several extra steps compared to the previous version, where the information was readily accessible with a single click.

Is there a more efficient way to view the WBS location of a work entity in the current version?

​@TracyC - in our work detail screen we replicated this visibility by adding each work hierarchy level as an attribute on the work detail screen.  The admin would find these by the name they call each level with the last level (level above project name) called Parent Description.  Below is an example but the labels are probably different for your org. 

 

Best regards,

Pam Sargent
NASCO

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