Use Cases and General Q&A - Planview Portfolios Learning Series
| Question | Answer |
|---|---|
| Please share the link where all the recorded sessions are available, Thanks | The first two session recordings, slides, and Q&A are posted within the Prior Webinars | 2023 section of our Customer webinars page on the Customer Success Center: https://success.planview.com/Planvie...tomer_Webinars We will be adding the other sessions as soon as feasible. |
| Can we get a list of all the use cases for progress requirements and Progress Reserve options and Progress Tasks and Allocation Options | Well documented and detailed information can be found in the Planview Customer Success Center, here; https://success.planview.com/Planvie...ressing_Engine It is worth working your way through all the content here, but sepcifically, the section on Understanding the Business Rules and Business Outcome-Driven Use Case Scenarios for Planning, Resource Management, Time Reporting, and the Progressing Engine , I believe will be of particular interest to you. |
| Are these columns always available in the WBS or is there a setting at the Admin level? | The following Columns can be made available by an Administrator for relevant user roles, in a Work and Assignments Column Set: - Progress Requirement Options - Progress Reserves Options - Progress Tasks & Allocations Options You may find that these Columns are already enabled, and can be added to a user created Column Set by selecting them from the Available Columns in the '+New/Manage Column Sets' left hand selection pane. Caution should be applied when making these columns available in 'edit' mode. It is important to ensure that those with access 'edit' mode, understand the impacts of the options relative to the Assignments used. Please review the well documented and detailed information available in the Planview Customer Success Center, here; https://success.planview.com/Planvie...ressing_Engine |