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Planview Customer Success Center

Video Library

Overview

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About Capability and Technology Management

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Capability and Technology Management User Interface

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About the Metamodel

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Explore Components and Relationships

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Search for Components

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Create Components and Relationships

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Work with Column Sets

 

 

 

Data Management

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Export Data to Excel

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Edit Data in Excel

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Import Data from Excel

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Create Lifecycles

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Edit Lifecycles

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Managing Portfolios

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Managing Column Sets

 

 

 

Visio Modeling

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Populating a Visio Diagram

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Using Templates

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Visio Modeling

 

 

 

The Metamodel

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About the Metamodel

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Explore Components and Relationships

   

 

 

Metamodel Management

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Importing and Exporting

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Working with Component Types

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Working with Property Types

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Working with Relationship Types

 

 

Reporting

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Connecting SSRS Reports with CTM

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Reporting Overview

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Saving SSRS Report Parameters

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Setting Default SSRS Parameters

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Understanding Core Visualization View Types

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Working with Core Visualizations

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Working with Power BI

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Working with SSRS Report Tiles and Menu Options

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Working with SSRS Reports

     

 

 

Administration

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Capability and Technology Management Security Overview

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Assign Application Access Privileges

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Assign Data Access Privileges

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Assign System Privileges

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Managing Column Sets

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Managing Portfolios

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Create Lifecycles

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Edit Lifecycles

 

 

Security

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Capability and Technology Management Security Overview

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Assign System Privileges

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Assign Data Access Privileges

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Assign Application Access Privileges