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Planview Customer Success Center

Resources

Change Entity Owner

View and change a resource’s owned dashboards, reports, and filters. See Changing Entity Owners for more information.

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View Timesheets from Resource Workbench

You can view and manage timesheets for a resource from within Home/Resources. See About the Resource Workbench for more information.

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Configure Resource Workbench Columns

You can choose what columns to show in Home/Resources for both grids. See Configuring the Resource Workbench for more information.

Find Demand

Use this feature to Evaluate and assign projects for underutilized resources. See Finding Eligible Demand for more information.

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