"Back to Home" in SPW (Strategic Planning Workspace - fka APW)

[Jonah Piascik]

Feels like something that should be rather trivial, but I can't figure out how to return to the main home page in SPW after entering a plan (via Portfolio Lense or Free-Form Roadmap).  The only way I've found is 2 clicks (Navigation Menu -> Workspace -> Strategic Planning Workspace.  Seems like there should be a way to close the Plan currently being viewed to return to the main workspace page, or some other way to go to the 'real' home page.

Am I missing something, or is there just not a way to do this?

[Namita Mishra]

Hi Jonah,

Thanks for reaching out to community.

You can navigate to Home page in single click using the breadcrumb.

I have created a very short video to share the option.

Please mark this as correct answer if this answers the query.

Thank You!

Namita Mishra

[Jonah Piascik]

Hi @Namita Mishra - thank you for the quick response and the visual video recording, that was very helpful.  Unfortunately, I see our problem.  We do not have the workspace header where the breadcrumb would be.  We are on the Tokyo release.  I just checked my PDI (on Utah) and also did not see it.

I have Strategic Planning 2.0.1 installed in both my PDI and organization instances.

Here's a screenshot from my PDI with demo data...

I just upgraded Strategic Planning to 2.1.0 and same result on both my PDI and organization DEV instance.

I also just noticed in your video that you are in the 'Portfolio Planning Workspace', not 'Strategic Planning Workspace'.  Not sure how they are related or different, but maybe different versions?  I know there have been some naming/branding changes recently.

[Namita Mishra · Accepted solution]

Hi @Jonah Piascik ,

The portfolio planning is available with SPM Standard license and Strategic Planning for SPM Pro license.

I can certainly confirm that 'Home' option is available with Strategic Planning 2.1.0, the version that you have installed.

To supplement the response with actual view of the system, I have installed 'Strategic Planning' 2.1.0 app.

Below is the screenshot from 'Strategic Planning' showing the Home as a breadcrumb to directly take to the home page.

You may want to raise a support case.

If you find this as a correct answer, please mark it as a Correct Answer.

Thank You!

Namita Mishra

 

[Jonah Piascik]

@Namita Mishra - thank you for confirming.  I'll open a support case for our instances.