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Creating a Planning Level Workspace

Agility users can now create a new Planning Level Workspace when they want to customize the user interface for one or more projects. By customization, they can change the fields that appear on work items or update the values available in dropdown lists like Statuses, Priorities, or Custom Fields.

Steps​

  1. Click the hamburger menu > Admin > Asset Customization > Planning Level Workspace Assets (New).
  2. In the left-hand planning level tree, locate any Project or Planning Level under which you want to create the new Planning level Workspace.
  3. Click the vertical ellipsis menu (⋮) next to the parent space.
  4. Select Create Planning Level Workspace
  5. Expand each section and check Display box for the items you want to display.
  6. Click Save.

How to Use the Reset option in Planning Level Workspace​

The Reset option in Planning Level Workspace allows you to discard the unsaved changes.

Steps​

  1. In the Planning Level Workspace page, modify the required settings.
  2. If you want to discard the changes, click Reset. The application reverts the values to the last saved configuration.

How to Save Changes in Planning Level Workspace​

The Save option in Planning Level Workspace allows you to retain the changes you made in the Project Workspace.

  1. In the Planning Level Workspace page, modify workspace fields or configurations.
  2. The unsaved changes are highlighted in red, click Save.
note

The application removes the red highlights once you save the values.