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May 20: New and Renamed Planview Fields

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May 20: New and Renamed Planview Fields

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WashU IT will add new fields and rename others in Planview on Sunday May 19, between 8:00 and 11:00am.

The changes detailed below will be available for use on Monday May 20.


Project Intake Form – Strategic Alignment

The New Project Intake Form will have a new mandatory Strategic Alignment field.  This multi-select field will be completed by Project Managers, giving the the ability to align our projects with the ImpacT “We will succeed when” statements.

  • Once complete these fields will be copied to the Project.
  • They are editable within the Project if necessary.
Project Intake Form - Strategic Alignment

Executive Summary Tab – Two New Categories

We are adding Risk Profile and Stakeholder Engagement categories to the RYG fields in the Executive Summary tab.

Additionally, a Trending field will be added to all categories for a more accurate picture of the project.

For example: If a project is Yellow on Resources but you know the lack of resources will delay the project delivery date, then you can select:

  • Resources – Yellow
  • Trending – Red
Executive Summary Tab - Two New Categories

Executive Summary – Renaming Fields to Enhance Usability

Current View

Executive Summary - Renaming Fields to Enhance Usability - current view

Proposed View

Executive Summary - Renaming Fields to Enhance Usability - proposed view

Have questions?  Email us, referencing CHG0051633.

We appreciate your patience as we enhance our services.
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