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Select the appropriate dashboard level

Choose and view the PlanOps dashboard at different levels (PlanOps, organisation, project, or user) depending on what you need to monitor or configure.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard​

Sign in to PlanOps and navigate to the main dashboard area; if the customisable dashboard feature is enabled for your account, the PlanOps dashboard will open with level controls visible near the top.

Open the dashboard

Step 2: Review the current dashboard level​

Check the currently selected dashboard level (for example PlanOps, organisation, project, or user) in the level selector so you understand which scope your metrics and widgets are currently reflecting.

Review the current dashboard level

Step 3: Switch to the PlanOps-level dashboard​

Select the PlanOps level to see metrics and widgets that apply across the entire PlanOps environment, without being tied to a specific organisation, project, or user.

Switch to the PlanOps-level dashboard

Step 4: Switch to the organisation-level dashboard​

Choose the organisation level to focus the dashboard on data for the currently selected organisation, such as organisation-wide performance and activity.

Switch to the organisation-level dashboard

Step 5: Switch to the project-level dashboard​

Select the project level to view dashboard data for a specific project, allowing you to track project health, milestones, and activity in isolation.

Switch to the project-level dashboard

Step 6: Switch to your user-level dashboard​

Choose the user level to see a personalised dashboard based on your own user account, such as items assigned to you, your recent activity, and user-specific metrics.

Switch to your user-level dashboard

Step 7: Interpret the updated dashboard content​

After changing the level, review the refreshed charts, tables, and widgets, noting that all visible information now reflects the selected level’s owner (PlanOps, organisation, project, or your user account).

Interpret the updated dashboard content

Last updated: 2026-02-02