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Planview Customer Success Center

Planview Fundamentals

This enablement path focuses on how to navigate Planview Enterprise, as well as providing an introduction to some common-use features.   |  Total duration time: 28 min.
# Course Description Duration (Min) Launch
1. Navigate Planview Enterprise 12 This training video demonstrates how to navigate Planview Enterprise 12. 1 Launch Course
2. Use the Navigational Search Field This training video demonstrates how to use the Navigational Search Field in Planview Enterprise. 2 Launch Course
3. My Planview Menu This training video provides a brief overview of the My Planview Menu screen in Planview Enterprise. 1 Launch Course
4. My Scheduled Assignments This training video provides a brief overview of the navigation of the data displayed in the My Scheduled Assignments tile. 1 Launch Course
5. Create and Edit Column Sets This training video demonstrates how to create, edit, copy and delete column sets in Planview Enterprise. 2 Launch Course
6. Manage the Ribbon This training video covers how to manage the ribbon in Planview Enterprise. 3 Launch Course
7. Overview - Data Picker In this interactive training video, learners are able to navigate the Data Picker and become familiar with its functionality. Regardless of your user role in Planview Enterprise, the Data Picker works the same way. 13 Launch Course
8. Create a Portfolio This training video covers how to add projects to a portfolio in Planview Enterprise. 1 Launch Course
9. Sharing Portfolio Access This training video covers how to share portfolios in Planview Enterprise. 4 Launch Course