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Installing and Configuring PlanningRoom Panels

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This feature is available in Ultimate edition only.

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Overview

By default, the portfolio Kanban and Portfolio Tree panels are installed in all new PlanningRooms. You can further customize each room by installing and configuring any of the following panels that focus on a particular aspect of a plan. Note that the level of configuration available is dependent upon the type of panel.

Steps

  1. Choose one of the the following:

    • Select Portfolio > PlanningRooms, and then click on the name of a room.

    • Select PlanningRooms to view all of your rooms.

  2. Click on the name of a PlanningRoom.

  3. ​Click on the Settings icon (or gear) to open the PlanningRoom Properties page, and then click Panels.

  4. In the Available Panels section, hover over the name of the panel you want to add, and then click Install.
    PlanningRoomPanelInstall.png

  5. Once installed, hover over the name of the panel, and then click Configure. Refer to the table below for panel descriptions and configuration options.
    PlanningRoomPanelSettings.png

Available Panels

You can install and configure any of the following panels in a PlanningRoom.
 

Panel

Description

Configuration Options

Portfolio Kanban

Track the progress of your Portfolio Items as they move through your process. Each PlanningRoom can display multiple Portfolio Kanban panels, each with a different focus. For a product within a product suite, for example, you can display both product-based views and keep track of the cross-suite Portfolio Kanban as well. 

  • Title. Title the panel appropriately to distinguish from other panels and from the other board if appropriate

  • Use Room Settings. Use current room-level settings.

  • Use Custom Settings. 

    • Project. Select a different project. By default, the project is set to the room-level settings.

    • Program. Select a program filter to narrow the list of projects included.

    • Schedule. Select the schedule filter to narrow the list of projects included.

    • Type. Select the Type of Portfolio Item to display on the board.

Conversations

Shows all Conversations started in the PlanningRoom as well as conversations that mention Portfolio Items in the room.

None

Roadmap

Shows planned work and delivery across time to ensure your plans are both realistic and in sync.

  • Title. Title the panel appropriately to distinguish from other panels and from the other board if appropriate

  • Use Room Settings. Use current room-level settings.

  • Use Custom Settings. 

    • Project. Select a different project. By default, the project is set to the room-level settings. 

    • Program. Select a program filter to narrow the list of projects included.

    • Schedule. Select the schedule filter to narrow the list of projects included.

    • Type. Select the Type of Portfolio Item to display on the board.

Portfolio Tree

Shows the list of projects and allows for quick inspection through drill-down.

None

Analytics

View a selected set of metrics that will help view the progress and history of the organization being supported. (Note: In Release 13.2, the Analytics Dashboard panel is not available.

Configuration options allow you to:

  • Select the charts to display

  • Reorder the charts via drag and drop

  • Set the global context that applies to all charts in the panel

  • Configure chart-level settings that affect how the chart displays

Uninstalling Panels

To uninstall a panel, hover over the name of a panel, and then click Uninstall.
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