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Planview Customer Success Center

Plan and Schedule/Resourcing

This enablement path focuses on how a work manager requests resources, as well as how to adjust assignments as they relate to a project plan.  |  Total duration time: 20.5 min.
# Course Description Duration (Min) Launch
1. Add and Modify a Requirement This training video covers how to add and modify a requirement in Planview Enterprise. 4 Launch Course
2. Analyze Resource Utilization from the Work and Resource Management Screen This training video covers how to analyze resource utilization for resources assigned to your project from the Work and Resource Management screen. 3 Launch Course
3. Adjust Resource Assignments from the Work and Resource Management Screen This training video covers how to adjust resource assignments on a project from the Work and Resource Management screen. 3 Launch Course
4. Substitute a Resource from the Work and Resource Management Screen This training video covers how to substitute a resource assigned to a work item, from the Work and Resource Management screen. 2.5 Launch Course
OPTIONAL
5. Allocations This training video provides an overview of the allocation assignment type in Planview Enterprise. 4 Launch Course
6. Authorization This training video provides an overview of the authorization assignment type in Planview Enterprise. 4  Launch Course