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Invite Users to a Resource Portfolio

Summary

This article shows how to invite users to a resource portfolio that you created.

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 This article applies to Planview Enterprise 11.5.
Concept!

Once you have created a resource portfolio, you can share that portfolio with other users who have access to the Resources Menu.

  1. Search for the relevant portfolio and select Portfolio Members from the dropdown.
  2. Select Invite new members.
  3. Select Invite Planview Users.
  4. Select selecticon.pngand make selections from the Directory tab, and then select OK.
  5. Enter comments or a message, such as the reason for the invitation or a description of the portfolio or project (Figure 1).
  6. Select Invite to send a notification to each invitee.
  7. After sending all your invitations, select Done.

Tip!

If you invite multiple people, the same comment or message is issued to each person. You may change a person's comment from the Members screen.

Tip!

If an invitee’s email address is included in your email application, that program sends email to the invited user. The email message contains a link to the portfolio’s URL. If an invitee selects the link, the person’s portfolio is displayed in the Resources Menu.

Invite Users to a Portfolio

Figure 1: Invite Users to a Portfolio