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Planview Customer Success Center

Processing Area Features

 

This documentation describes all the processing features for the product. However, you may not be able to see all these features. Thus:

•the availability of timesheet, expense and budget views depends on your login permissions

•multi-currency processing is only available if the feature is turned on

•you can only look at scheduled tasks if your company uses Scheduling

•the setting of project and activity restrictions, and resource defaults, is only possible if your login has a resource attached

•your login profile determines what records you can add and maintain.

What you can do varies depending on the selected view and is described in the relevant section. However, at many screens:

•hyperlinked fields will be shown blue and clicking on such a field will either take you to a different view, display a pop-up or change the sequence of a column

•you will access a search filter to display required data.