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Video Tutorials

University of Planview On-Demand Catalog for AdaptiveWork:

NOTE

  • Orientation - Getting Started
  • Administration Part 1 - Global and System Settings
  • Administration Part 2 - User Management
  • Administration Part 3 - View Management
  • Administration Part 4 - Profile Management
  • Basics of Data Modeling
  • Views Overview
  • Creating a Project 
  • New Project from a Template
  • How to Create and Edit a Template
  • Project Mgmt 101 - Part 1 Building Projects and Templates
  • Project Mgmt 101 - Part 2 Planning, Staffing, and Activation
  • Project Mgmt 101 - Part 3a Project Execution and Reporting Progress and Time (w/o timesheets)
  • Project Mgmt 101 - Part 3a Project Execution Using Basic Task Reporting
  • Project Mgmt 101 - Part 3b Project Execution and Reporting Progress and Time
  • Project Mgmt 101 - Part 4 Basic Case Management
  • Project Scheduling
  • Project Scheduling with Dependencies
  • Basics of Project Budgeting
  • Staffing Requests
  • Staffing Requests - Capacity Planning
  • Time Tracking - End User
  • Understanding Project Roles
  • Custom Objects
  • Basics of Reporting
  • Reports and Analysis - Introduction to Data Model, Reports, and Dashboards
  • Time-Phased Reporting