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Planview Enterprise Glossary

Click a glossary term to see its definition. To jump to a specific letter, click a letter in the following alphabet.



accepted demand
The sum of the demand from all investments with a status of Accept.
access rights
Ability to control which users can access a file and which actions can be performed (for instance, view or copy); Access rights can be set for each specific file or folder in Content Management.
active plan scenario
Scenario within a given portfolio that is considered the plan for that portfolio; compared to the baseline scenario to measure performance and capture trends.
Ad-hoc Analysis
Allows your organization to perform interactive analysis on strategy, work, and outcome data. The online analytical process (OLAP) views, Key Performance Indicators (KPIs), and highly interactive navigation capabilities of Insight Analytics allow you to easily understand current and trend-based business performance. Referred to as Insight Analytics in Planview Enterprise 11.5 and prior versions.
Agile development
Software methodology that promotes developing code in iterations and a collaborative environment in which changes are accepted as a natural course of the development process. This method uses short iterations to execute the full development of a product (including planning, requirement analysis, coding, unit testing, quality assurance, and documentation) in order to create a working product that can be demonstrated to customers.
allocated effort
The sum of effort for allocations associated with a reserve for a specific time period.
The assignment of work to a specific resource for a specific duration of time and amount of effort.
allocation sequence
The date order in which resources are allocated to work items.
Additional item that is to be routed to payroll along with your timesheet.
alternate structure
Alternate structures group data according to defined attributes. For example, you might want to categorize work by status or resources by skills. Alternate structures are displayed in the application screens as fields with selectable values.
application portfolio optimization (APO)
APO allows organizations to create Assets and route them through a detailed workflow, capturing all the necessary data to make a determination of their value to the business. An APO process will drive the collection of data on things like business value, status, technical value, etc., and potentially lead to discussions around which applications and hardware are most appropriate for the organization to continue to enhance, maintain, retire, etc. (Be aware of other names you might hear for APO including Application Rationalization and Application Inventory.) Planview considers it "Optimization" because it is an iterative process that needs to continually be updated and refreshed to ensure the information is accurate.
associated work
Projects, requests, products, and releases assigned (associated with) a contract to define how they will be billed. 
Projects are related to products in order to be able to plot them on a roadmap and perform bottom-up and top-down financial planning.
assumed complete
The work item’s allocated hours have reached zero and the system assumes no further work needs to be done.
Information used to further define primary entities (work, strategies, products, resources, and so on) and secondary entities (changes, risks, contracts, cost centers, and so on). The primary types of attributes are alternate structures, custom fields, and financial attributes. Attributes can be used in filters, custom calculations, analytics, and in column sets.
Gives a resource permission to report time to a work item without defining specific duration or effort. Authorizations can be created at any level of the work breakdown structure and at any level of the organization breakdown structure.
The process by which the system includes specific work items to current or future timesheets, if the resource is allocated or authorized to them.
available capacity
Capacity that exists for the given planning exercise. This is the total capacity minus any capacity dedicated to either standard activities (non-project work), or other investments not in the current portfolio. When this applies to specific resources, the calendar for that resource is used as the basis; otherwise, the standard calendar is used.


A snapshot of a project’s start and finish schedule dates as they exist at a given point in time; used for future measurement or comparison. A project may have multiple baselines, but only one can be active at a time.
baseline scenario
Scenario within a given portfolio that is considered the desired plan for the portfolio; Often the baseline is set at the end of the planning cycle. It can then be compared to the active plan scenario over time to identify performance and performance trends.
billing rates
Numbers associated with resources that are used to determine how the resource’s time and costs will be billed for each project.
budget model
Parameters that define how a financial will be managed in Planview, including the configuration rules governing its use (such as time periods) and various financial dimensions.
budget version
One of several possible sets of data that are stored within a financial model; These data sets represent either successive revisions to the financial or comparison data of some other type such as actuals, revised forecasts, or last year’s financials.
business capabilities

A business capability is something a company must be able to do to be competitive in its chosen market. Business capabilities describe what a business does, but they do not define how the company does it.

Even though there are lots of business capabilities a company must have, most companies choose only one or two to excel at to distinguish themselves from their competition and achieve market dominance. For example, a retail company might choose supply chain management as the company's core business capability to become the number one retail store in the nation. To increase sales in this example, the company could favor child capabilities of supply chain management (such as purchasing, inventory tracking, and sales monitoring to allow real-time management of supplying customer demands).

business service
Each business unit (BU) within an organization relies on the IT department to provide the technology and support it needs to be successful. IT provides this support in the form of services it delivers to the BUs. Examples of these services might include maintenance and enhancements to a web site, maintenance of a point-of-sale application, or provision of equipment for new employees, such as computers and phones.
business unit (BU)
All parts of the organization that require support from IT or provide the funding, or budget, to support IT; the "customer."


A general term used to define the supply of a given type of resource. This can be defined in terms of either effort or currency.
capacity approval
A specific investment status that is directly tied to the Planning menu. This handles the shared approval functionality within Capacity Planning.
capacity planning
Evaluating resource utilization based on the organization’s demand and resource capacity over time in order to properly align the allocation of resources with strategic and organizational priorities.
capacity planning level
The level of the Capacity Planning structure that is used to define capacity. For cost center-based capacity planning, this is always the lowest level of the Cost Center structure. For top-down capacity planning, this can be Strategy, Work, or Product.
capacity source
Depending on the use-case, the capacity source can be one or more cost centers, strategies, higher level of the WBS, or higher levels of the Product structure that defines the capacity for a given entity.
change management
The practice of evaluating, controlling, and approving important changes made during the project and ensuring that all project stakeholders are aware of the changes that affect them; At the most basic level, change management refers to any event that will cause a change to a project’s scope. This could be a change to the cost of the project or the schedule of the project, or a change in scope such as a new module added. Important information to understand about this change would be the financial and schedule impact of the change, the benefit the change will bring, approvals, and any concerns with the change.
Modifications made to the cost, schedule, or scope of a project.
child entity
An entity in the structure that is dependent on and subordinate to another.
column set
Data in many screens appears in a grid format of rows and columns. Each row represents an item, such as a product or strategy, and each column represents an attribute about the item, such as a status or cost. Column sets let you focus the data that displays in the grid for your purposes. For example, for financial planning, you can create one set of columns relevant to breaking down costs by type and another that focuses on comparing return and cost versus benefit. Users can then switch quickly from viewing the cost breakdown to viewing the more investment-focused column set. For more information about column sets, see Configuring Column Sets (Introduction).
committed dates
Dates on a strategic entity indicating that portion of the strategy that has either already occurred or will occur, regardless of any future strategic planning decisions made; conceptually analogous to actual dates on projects.
conditional demand
A sum of the demand from all investments with an Investment Status of Conditional.
configurable chart
Lets users and administrators quickly and easily access charts with data relevant to them from the My Planview ribbon and some Portfolio View ribbons.
configurable table
Lets users and administrators quickly and easily access tables with data relevant to them from the My Planview ribbon and some Portfolio View ribbons. Unlike with customized tables, creating configurable tiles does not require experience with SQL queries.
In Project and Resource Management, this is a date that limits a work item. The Constraint Types are as follows:
  • start no earlier than (SNET): the earliest date on which the item may begin
  • start no later than (SNLT): the latest date on which the item may begin
  • finish no earlier than (FNET): the earliest date on which the item may end
  • finish no later than (FNLT): the latest date on which the item may end
  • must start on (MSON): an absolute start date
  • must finish on (MFON): an absolute finish date
  • as soon as possible (ASAP)
  • as late as possible (ALAP)
In Strategic Management, this is a restriction on all possible optimization solutions, for example Total Cost cannot exceed $1,000,000.
Cost Center structure
The structure the organization uses to organize and classify all of its resources. Nodes in the structure (Cost Centers) can incur cost, receive benefit, and sponsor (pay for or fund) work. For the purpose of Capacity Planning, the Cost Center structure can be used to specify the source of the organization's capacity. Optionally, Cost Center structures can be used to determine a resource's rates.
cost unit
The unit of time to which the variable cost type and value apply.
critical path
A sequence of activities that forms the longest chain of durations in the project. Delaying the completion of any task on the critical path also delays the completion of the project (see also critical path method (CPM)).
critical path management (CPM) Scheduling Engine
Calculates a new schedule for work based on user-defined critical path elements (such as durations, milestones, constraints, and logical relationships).
critical path method
A technique for determining earliest and latest dates for scheduling work and for determining the float, positive or negative, for each work item.
An individual or organization for whom work will be performed; From the Contract module, this is the entity with which an organization enters into a contractual agreement. From Manage Work, this is the person or organization for which the work will be performed. This may or may not be the same as the customer associated with a contract.
customized table
Lets users and administrators access tables with data relevant to them via tiles on the My Planview ribbon and some Portfolio View ribbons.
Customized tables let administrators configure the column header and footer settings, SQL query, and table column settings for the tile. Administrators can also add technical notes to a customized table. Customized tables require more technical knowledge to create and modify than configurable tables because a customized table requires a database administrator or other technical person familiar with Planview databases to construct and insert the SQL query.
The event in the upgrade process when the production database is moved to the new version.


Online performance-oriented graphics that enable users to quickly assess summary conditions of a portfolio or project.
Data Picker
The screen that displays options for selecting items from a hierarchy. For example, you use a Data Picker to select work items to include in a Work portfolio you are creating. You can navigate through the hierarchy, search for a particular item, or browse through previously marked favorite items.
data source
The mechanism that specifies from which source the data you use to build portlets comes. It contains the connection information about a specific set of data from the database, Data Mart, or an OLAP cube.
A set of data that is returned after running a query on an external data source. Datasets are used to construct portlets, and contain the fields for the data that you want to see.
A general term used to describe the impact of a given investment on capacity.
demand filtering
The ability to filter demand beyond the demand that impacts the given capacity source. For instance, you might set up a filter which shows only investments that impact the capacity source and have a Line of Business that is equal to Commercial.
Demand Planning level
The level of the Demand Planning structure evaluated as demand. The levels available depend on the Demand Planning structure:
  • Work ($Plan) - Must be PPL
  • Strategy - Level of the strategic structure, or PPL
  • Product - Lowest level of the Product structure, or PPL
Demand Planning structure
The structure that is used as a source of the organization's demand. This can be the Strategy structure, the Work structure, or the Product structure.
Decrease in value relevant to non-labor assets utilized to deliver a particular entity (such as a project, strategy, or product or other type of outcome.). The depreciation is derived from the costs in Capital Accounts, and the depreciation details are stored in Amortized Cost accounts.
detail resources
To define specific information about a resource, such as skills possessed, or the date on which the employee began work.
direct dependency
A connection that exists directly between two or more entities of the same type (products, projects, or strategies).
Entity A depends on entity B. You can only choose to pursue entity A if you also pursue entity B. Pursuing entity A without pursuing entity B creates a dependency conflict.
drivers of brand choice
The attributes that customers consider when evaluating and choosing products and brands. In any product or service category, these attributes define the characteristics of the ideal brand, product, or customer experience as perceived by customers in each market segment. Each driver of brand choice embodies a customer benefit or requirement on which customers compare and differentiate brands when making a purchase decision.
In a project, the period of time between a start date and a finish date of a work item.
dynamic chart
HTML5-based portlets that can incorporate motion and slicers in the charts.


earned value
A calculated measurement that tracks progress on a project.
edit work
To break a project into manageable components (phases, tasks, etc.) and assign dates, resource requirements, resource assignments, relationships, constraints, etc. (see scope).
efficient frontier
Optimization problem that generates solutions over a variable constraint, e.g. what can be achieved with Total Cost of $200K, $400K and $600K.
The number of hours that a resource is expected to spend on a work item in order to complete it (duration x %). Effort can also encompass requirements, reserves, and allocations which are not directly associated to a resource.
To notify a person about an impending risk or change that may affect or impact the project.
A specific expense that is attached to a project or task. Expenditures integrate non-labor planning and tracking into Project Execution, thereby enabling the Project Manager to simultaneously manage both the labor and the non-labor elements of the project.
expired effort
Unused effort prior to Time Now that has been set to be removed when the Progressing Engine is run, rather than moved to a future period. The following attributes control how effort prior to Time Now is updated by the Progressing Engine: Progress Requirement Options, Progress Reserve Options, and Progress Tasks and Allocations


A permission that a user needs to view or use a specific part of the software. Administrators assign features to user roles to ensure that users with that role have the necessary access to perform their jobs.
A means of organizing the work and resources to which a user is granted access through selection of specific data from the database repository and limiting what will display within screens and Manage Work's Gantt and Profile views (for example, all open or active projects).
Financial Management
The oversight, control, and management of budgeted, forecasted, planned, and actual costs of an organization by project, strategy, organization, or product or other type of outcome. Within the system, Financial Management consists of Financial Planning to budget and forecast costs and benefits, and multi-currency to manage financials in a variety of currencies.
financial model
Parameters that define how financial data is managed in the system, including the configuration rules that govern its use (such as time periods) and various financial dimensions.
Financial Planning
Planning, estimating, and tracking the expected costs and benefits of a given entity, whether it is a project, strategy,  or outcome. It consolidates both budgeting and forecasting concepts into a periodic process of planning, estimating, tracking, and adjusting financial data.
financial version
One of several possible sets of data that are stored within a financial model. These data sets represent either successive revisions to the financial data or comparison data of some other type such as actuals, revised forecasts, or last year's financials.
focus controls
The area of the Financial Planning Detail screen that lets you change the order of the attributes displayed, as well as which attributes display concatenated on the lowest row in each branch, or as rows in the hierarchy . Attributes before the splitter bar display as rows, while attributes after the splitter bar display concatenated on the lowest row in each branch.
forecast period
Fiscal Calendar period that defines the start of forecast data in Financial Management. Periods prior to the forecast period are defined as actuals, while the periods starting on or after the forecast period are defined as forecast. This setting is used in financial planning subtotal columns (such as, the Limit to Actuals or Forecast Periods criteria) and also in the FastTrack Analytics.

The forecast period is typically the current month and should be updated each month as part of a monthly Financial Management process.
free float
The amount of time, based on the work entity's calendar, that a work entity can be delayed without affecting the start date of any of its successors (calculated as the minimum duration between the Schedule Finish date and the Early Start dates of all its immediate successors); associated with an individual item, not a path of work items.


Gantt chart
A display of information in a graphical format, such as horizontal lines that represent work dates.
 Permissions that provide access to data related to work and resources. Grants can be read only or read/wite. You can only include projects that you have either read/write or read-only grants to in portfolios you create.
Growth-Share Matrix
A visual tool that helps organizations to analyze the relative value of products for decision-making (including the allocation of financial and human resources). Products are plotted along a graph based on market growth and relative market share, and sized by market size to categorized product lines as "Stars","Cash Cows", "Question Marks", or "Dogs." 


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indirect dependency
A connection that exists indirectly between two or more entities of the same type (products, projects, or strategies) via an intermediary entity.
Entity A depends on entity B, which depends on entity C. This means you must choose to pursue entity C in order to pursue entity B, and you must pursue entity B in order to pursue entity A. Therefore, indirectly, entity A depends on entity C.
Insight Analytics
Planview Enterprise product that allows your organization to perform interactive analysis on strategy, work, or product data. The online analytical process (OLAP) views, Key Performance Indicators (KPIs), and highly interactive navigation capabilities of Insight Analytics allow you to easily understand current and trend-based business performance. Insight Analytics is referred to as Ad-hoc Analysis in Planview Enterprise 12 and up.
integrate progress
To convert time-reported records from resources into actual effort and dates to show how much progress has been made on work items.
Internal Rate of Return (IRR)
Discount rate needed to make a project's Net Present Value (NPV) equal to 0.
A generic term used to describe an entity that has demand. Investments can be products, strategies, strategic entities (such as programs), or projects.
investment and capacity planning alerts
Special dynamic calculations an administrator can configure to help investment and capacity planning users resolve some issues as they make investment decisions. The Investment and Capacity Planning screen displays an alert when the results of its relevant calculation within an investment and capacity planning scenario impact capacity by the threshold the administrator specified for the alert.
These alerts are not supported in Investment Planning Manager, which can be used to perform investment and capacity planning in Planview Enterprise 11.5.
investment and capacity planning scenarios
In essence, portfolio-specific staging areas that support defining an investment plan in a shared environment. These scenarios are a tool that lets users model different investment decisions and various approaches to balancing demand with capacity. By using multiple scenarios, users who have access to the scenario's relevant Planning portfolio can work in a what-if environment until it is determined that a particular scenario is ready to be shared with others as an organization's investment plan.
For more information, see shared scenario.
investment approval status
The structure that is used to represent approval within strategic management. The general concept of investment approval status allows for the following values:
  • Pending - Not ready to be considered
  • Analyze - Ready to be considered, but no decision has been mad
  • Conditional - An intermediate state where an investment is being considered for approval, but has not yet been accepted
  • Accept - A decision has been made, and the investment is approve
  • Refuse - A decision has been made, and the investment is denied
  • Resubmit - The investment was refused and has been resubmitted for consideration. This status is treated the same as Analyze
An organization can have one or more Investment Status structures to control a gated approval process (strategic approval, then capacity approval). Creating more Investment Status structures is referred to as cloning.
investment models
Provide the framework for investment approval in Strategic Management. Identifies the key performance indicators to evaluate, compare, plan and monitor strategies. Considers measurements and metrics such as cost, benefit, effort, and ROI, as well as factors such as strategic alignment, customer impact, and risk. Report on proposed business value and determine the method for scoring and prioritizing investments (projects/strategies).
investment optimization
The process of taking consolidated and summarized investment information and using it to recommend a set of investment decisions (for example, running a specified number of scenarios in order to recommend the optimal set of investments); These decisions will use the information to reach an "optimal" solution based on a set of user-defined inputs.
investment plan version
Investment Planning Manager's name for the shared scenario. For more information, see shared scenario.
Investment Status (Wbs27)
A specific investment status structure. This, along with Capacity Approval, is currently available by default with all installations.
Associated to any level of a project, an issue tracks questions, comments, or facts that affect the schedule, cost, scope, or quality of a project and that should be documented and communicated.


An instance of a specific type that can be used in a job stream. Examples include progressing, data mart updates, or financial plan loads.
job stream
A list of jobs that an administrator configures to run in a specific order and at a specific point in time.


Key Performance Indicators
Measurements and metrics such as cost, benefit, effort, and return on investment (ROI). Also known as KPIs.


lag time
In project management, designates how much time must elapse before a successor may begin.
lead time
In project management, designates how much time linked tasks can overlap.
lifecycle document
A copy of a document or folder content file available in the Template Content folder. Assigning a lifecycle that includes a step directing a user to create a document automatically adds a lifecycle document to Content Management.


The menus displayed on the Planview Enterprise menu bar are the main starting point for working in Planview Enterprise. For a description of each menu and its options, see Planview Enterprise Menus.
A zero-effort, zero-duration schedule event. Resources may not be assigned to milestones; however, milestones help users define key dates and events in a schedule.
A predefined set of optimization options and parameters for generating solutions.
multi-select structure
A structure in which more than one answer or item can be chosen.


net asset value
The total dollar value of assets minus total liabilities.


organizational resource
Set of resources that share a common organizational planning level and a given resource attribute (as specified by the organization), such as role, skill, or location; used in resource management for resource requirements.
Outcomes include products, services, applications, technology, assets, facilities, and more. They are meant to represent any combination of these, each of which often have their own lifecycles and financials.
outside portfolio
The amount of demand by investments at the Demand Planning level that are not included in the current capacity planning exercise. This occurs based upon demand filtering.
Any scheduled effort above the resource's normal available time for work (set by the calendar associated with that resource and any standard activities); An overload percentage can be set for each allocation. The resource scheduling engine, available in Manage Work, can be instructed to either use or not use the established overload percentages.


parent/child relationship
The relationship between work or resource items in which like items (children) are grouped under a single heading (parent).
payroll code
Code that identifies the type of accounting category (such as overtime) under which a timesheet entry falls.
payroll code set
Allows an administrator to define a name for a set of payroll codes and their associated rate multipliers. Payroll code sets can be associated with rate sets, rate cards, rate lookups, and rate segments to provide flexibility in overtime costing.
pending effort
This is a reserve or requirement’s remaining effort minus its allocated effort, which can span multiple time periods. Specifically, when a reserve or requirement’s allocated effort exceeds its remaining effort within a specific time period, the excess amount is proportionally decremented from the full effort profile for that reserve or requirement. As a result, an over-allocation in one time period will be decremented from the pending effort in other time periods. Note: Pending effort cannot be a negative value.  
percent complete
For leaf work items (i.e., work items with no children): If the enter status flag is set to Yes, the percent complete is a number between 0 and 100 entered by the project manager. If the enter status flag is set to No, the percent complete is calculated as the ratio of actual effort/total effort. 
For parent work items, the percent complete is calculated based on percent complete of child tasks weighted with their duration.
Planview Turbo Enterprise Scheduling Engine
See Turbo ESE.
(Planview Enterprise 12 and earlier only) A framework for displaying reports on Planview Enterprise data on dashboards within the Analytics and Reporting Portal. They are created using Microsoft Report Builder. Most data that would previously appear in portlets is available in tiles on Planview Enterprise ribbons, which do not require access to the Analytics and Reporting Portal.
See primary planning level (PPL).
primary planning level (PPL)
The level of the structure at which work planning will begin. Typically, this is the project level. This is also the level at which time is reported, changes/risks/issues are created, and notifications are generated.
Progressing Engine
The Progressing Engine is a system process that progresses unfinished work forward in the project schedule, and is one of the core Planview applications that is used by almost every customer at least once per week.


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The delivery of one or more products or projects to their consumer.
release date
The date one or more products or projects are delivered to their consumer.
remaining - allocated (remaining minus allocated)
The difference between a reserve's remaining effort and its allocated effort within a specific time period. Note: When the allocated effort exceeds the reserve effort for the time period, this value is displayed as a negative value to bring attention to the over-allocation within the time period.
remaining capacity
Resource time availability remaining after considering the impact of all Accepted Demand on Available Capacity.
remaining effort
The amount of effort for a reserve for a specific time period, not including any expired effort. If viewed within effort profile cells, remaining effort includes only the effort for that specific time period.
Requirements are used to define resource demand on a project. A way to define a need on a project for a particular role or skill to perform the work. Often used to forecast a project's demand for planning purposes. A project manager would specify a requirement when they know what type of person or skill is required but they don't know who specifically can perform the work.
Reserves "soft book" a specific amount of resource effort during a particular period of time. You can reserve a single resource or multiple resources to a work item. Resource time can be reserved at a parent (phase) or child (activity).
resource detail
A way to track information about a resource, using attributes.
resource manager
A person in an organization responsible for assigning resources to work, controlling resource capacity, and managing other personnel issues.
resource overload
Assigning a resource more work than the resource has time available.
resource rate
The currency value per unit of time for the resource.
The people and other unique limited assets (such as computers or machinery) used to accomplish the goals of an organization.
The horizontal user-interface element that is displayed below the Menu Bar on some screens. It contains tiles that provide easy access to chart or table data that is related to the current screen.
In project and resource management, a risk is an any event or condition that has the potential to impact a project's budget, schedule, or quality.


scenario data
Varies depending on the type of scenario:
  • For an investment and capacity planning scenario, investment and summarized financial planning data relevant to that scenario.
  • For an investment analysis scenario, strategic and/or organizational information that has been summarized into a scenario within investment analysis; an investment analysis scenario’s data is a snapshot of summarized master data.
scenario promotion
Finalizing a set of investment decisions within an investment-analysis scenario and communicating them back to the central strategic and work master data. 
Promoting an investment-analysis scenario updates the investment status, priority, and planned dates within the master data.
scenario publication
Updating relevant demand and capacity entities (strategies, projects, or products) and their financial plans with data from an investment and capacity planning scenario.
Planview Enterprise supports the following types of scenarios:
  • Investment and capacity planning scenario, a snapshot of the financial plan in a planning portfolio. Such scenarios can be used to represent baselines by being static and therefore never altered. Users can also make changes within investment and capacity planning scenarios to create a what-if environment. 
    For more information on investment and capacity planning scenarios, see shared scenario.
  • Investment-analysis scenario, tool for modeling different sets of organizational planning or strategic planning decisions within investment analysis.
schedule bar
In a Gantt chart, a line representing the schedule dates of a work item.
schedule maturity index (SMI)
A number that is calculated for each work entity and rolled up to the parent levels to indicate the level of confidence in all levels of a schedule.
scheduling engine
See Turbo ESE.
Verb: To analyze the amount of effort, cost, and duration involved in completing project work.
Noun: The breadth of deliverables that make up a project or product.
(Planview Enterprise 11.5 only) Reports based on the Business Objects reporting tool.
sequence ID
The system's internal structure code for an entity; for internal use only.
shared attribute
Financial-planning line attribute used in both the capacity and demand financial models for accounts in the category for which investment and capacity planning is displaying data.
shared scenario
Investment and capacity planning scenario that shares its data with the relevant Planning portfolio's financial plan. Each Planning portfolio has a shared scenario. It is a Planning portfolio's shared scenario's data that is displayed when that portfolio is accessed for the very first time in investment and capacity planning. 
Note: A shared scenario's financial data is saved to the financial plan's version. Changes made to investment approval status and priority values in the shared scenario must be published to update entities with those changes and thereby make them available to users who do not have access to investment and capacity planning. 
In Investment Planning Manager, the shared scenario is called version and investment plan version.
single-select structure
A structure in which only one answer or item can be chosen.
A period of time during which an iteration of work is conducted to implement a story.
See story.
A person connected with an organization who stands to benefit or lose based on the outcome of a project.
standard activities
Non-project related effort and non-working time that reduces the capacity available for project work.
A description of a business need, preferably written from the user's perspective, used in the Agile development methodology to define a piece of work.
Strategic Management
Planview Enterprise product that allows you to align strategies with people and money across the organization. 
Strategic Management lets you dynamically manage money and resources to support high value initiatives and make better decisions around investments, synchronize top-down strategic planning with bottom-up execution, and integrate portfolio decision making with strategic planning.
strategic planning
Top-down planning to drive high-level objectives and strategies into progressively more detailed components based on resource demands (labor and/or financial), dates, and the realization of benefits.
A work entity with a start or finish that is dependent on another task.
support ticket
Support tickets are one-task work items with a resolution (for example, a server maintenance request). The Support Ticket feature lets users capture detailed technical, resolution, or accounting information about unplanned work, after it has been performed.
Factors relevant to environmental concerns and other issues (such as climate change, pollution and waste, and natural resource preservation) that product managers and marketing managers can include in assessments so users can evaluate a product on those attributes.
A planning technique used to evaluate a product's Strengths, Weaknesses, Opportunities, and Threats.


threshold lines
Used on the Investment and Capacity Planning Rank view to indicate investments that help you identify when the target an administrator set for a financial-planning column is met. You can define up to three threshold lines for the Rank view. Threshold lines are drawn above the investment that exceeds the selected criteria.
Planview Enterprise can display information about products, work, requests, resources, strategies, and more in graphical and tabular formats. You can access this information through tiles, which appear on ribbons on some View screens, such as Work View.
time now
Time now represents the beginning of the current time reporting period. It defines the beginning date of the time that remains un-progressed. The Progressing Engine progresses all records up to but not including this date.
Tolerance levels designate the amount of effort or duration (in percentage or days, respectively) an allocation can move beyond its approved reserve of resource effort or duration. When effort exceeds the Percentage tolerance level, or duration exceeds the Days tolerance level, a notification is sent to users who have resource grants to Approve Requests and have permission to allocate resources. The Days and Percentage values for tolerance can work independently of each other. For example, you can designate that a notification is triggered if the assignment tolerance moves beyond 10 days duration, or 5% effort.
total capacity
The total supply of a given resource. This is the total effort or currency that is available before considering the impact of any demand and any standard activities.
total float
The amount of time (based on the work entity calendar) that the work entity can be delayed without affecting the late finish date of the project.
The Total Float is calculated as Total Float = Late Finish - Schedule Finish.
A visual tool used to display detailed information about the relationships and patterns between objects, in a constrained space, such as a single screen. In Insight Analytics, the treemap helps you determine trends or patterns regarding projects, products, or other entities.
Turbo ESE
Planview Turbo Enterprise Scheduling Engine, which handles and processes all scheduling including critical path management (CPM).


unavailable time
Time that a resource is scheduled for standard work (e.g., scheduled holidays, vacations, maintenance, etc.) or other planned work and is not available for allocation.
unit hierarchy
The hierarchical structure with which budgets may be associated and the level within the structure at which a budget can be created.
unplanned capacity
The supply that remains after considering the impact of all Accepted and Conditional Demand on Capacity.
The process of applying the latest software maintenance release, such as updating Planview Enterprise 14.0 to Planview Enterprise 14.1.
The process of moving from one software version to a newer version, such as upgrading Planview Enterprise 13.x to Planview Enterprise 14.x.
user role

Identifies a responsibility type in your organization, such as Strategy Manager, Resource Manager, Project Manager. User roles do not have pre-defined names, because organizations typically differ widely in the names that might be used for user roles.


Graphical representation of complex data. Typically the graphic elements displayed on a visualization reveal underlying patterns and enables you to quickly access important information.


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