This best practice explains the steps needed to deactivate a Planview user, including resolving timesheets and open assignments, substituting resources, reassigning lifecycle roles, and more.
User IDs and Resources – What’s the Difference?
A Planview User ID and its associated resource are two distinct, but connected, entities in Planview Enterprise. As a result, when a Planview Enterprise User leaves the organization, both their User ID and associated resource must be deactivated.
The User ID is the entity that is used for access to Planview Enterprise; links to roles and role-based features (including lifecycle roles), and contact information. The associated resource is used for grants, allocations, reserves, authorizations, and timesheets.
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