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Planview Customer Success Center

Using the Product

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The aim of this section of the documentation is to provide you with the necessary basic knowledge to run the product; to operate and understand the facilities provided and to find your way around in an orderly and efficient manner.

NOTE:
It is assumed that you are familiar with mouse and keyboard use and no attempt is made to explain concepts and terms for your operating system or browser. Consult the printable and online documentation provided if you need more information.

We are not concerned here with the operation of particular features and screens; this is covered later. Instead, a more general view of the application’s features is taken.

Topics covered here include those that are common throughout the product:

•your web browser

•how to start and close the product

•screen timeout

•selecting views

•the principles of data entry

•searching for data

•how to process lists

•processing at input forms

•notes

•custom fields

•obtaining printer friendly pages