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  • 1.  sharing summary view

    Posted 09/01/16 09:04 AM

    I'd like to share a summary view with my collègues is it possible to save a kind of link and then send it to someone ?

    This will avoid the person to replay the customizations I made in the summary view.

    Thanks for your reply





    #ApptioPlanning(ITP/ITFMF)


  • 2.  Re: sharing summary view

    Posted 09/01/16 12:38 PM

    Hi,

     

    You can save a default layout that is then available for all users to view. The capability is explained hereWhat's New in June 8, 2016 Release 

     

    Dont forget that every time you make a change to the layout you will need to click save so that it applies to the default view you are trying to create. All users when logged in will see this default view as well as have the ability to create and save their own views.

     

    Please let me know if you need any clarification,

    Lauren Griessel


    #ApptioPlanning(ITP/ITFMF)


  • 3.  Re: sharing summary view

    Posted 09/02/16 03:59 AM

    Hello Lauren thanks for the prompt reply

    In fact I would like to share my summary view and not customize the line item view. I know it is possible for the line item but when you are in Summary view ,where you have the dashboard synthesis, I did not find any possibility to save it...

    :-(


    #ApptioPlanning(ITP/ITFMF)


  • 4.  Re: sharing summary view

    Posted 09/02/16 03:55 PM

    Hi Patrizio,

     

    The summary view saves by user. I am not aware of a capability to save the summary layout like you can the line items layout.

     

    Suggest it on the IT Planning ideas page and see if others want it to. https://tbmcouncil.jiveon.com/community/apptio/product-central/itplanning/create-idea!input.jspa?containerID=2162&contai… 

     

    Thanks,
    Lauren Griessel


    #ApptioPlanning(ITP/ITFMF)