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Planview Customer Success Center

Project and Work Fundamentals

This enablement path focuses on the navigation and use of the features specific to project/work managers.  |  Total duration time: 38 min.
# Course Description Duration (Min) Launch
1. Navigate the Work and Resource Management Screen This training covers the basic navigation of the Work and Resource Management screen in Planview Enterprise®, including how to access the Work and Resource Management screen. 1 Launch Course
2. Overview of Managing Work This training covers an overview of managing work in Planview Enterprise®. 6 Launch Course
3. Display Preferences for Work and Resource Management This training provides a brief overview of the display preferences for Work and Resource Management. 1.5 Launch Course
4. Work - Edit Preferences in Work and Resource Management From the perspective of a Project Manager, this interactive module illustrates the various displays from the Work and Resource Management Preferences screen from which you can set how work and resource data is visualized on the Work and Resource Management screen. 3 Launch Course
5. Work - Understanding Lifecycles This interactive module covers the purpose of lifecycles, lifecycle terminology, and reacting to lifecycle notifications. 9 Launch Course
6. Navigate the Work View This training covers the navigation of the Work View in Planview Enterprise®. 1 Launch Course
7. Navigate the Work Portfolio View This training covers the navigation of the Work Portfolio View in Planview Enterprise®. 1 Launch Course
8. Navigate the Work Portfolio Manager Tile This interactive training introduces the Work Portfolio Manager tile screen. .5 Launch Course
9. Progressing Series 1 - Tracking Your Progress This video explains the 5-step weekly cycle for tracking the progress of your projects. 4.5 Launch Course
10. Progressing Series 2 - Progressing Options This video explains the progressing options available for each of the assignment types. 5 Launch Course
11. Progressing Series 3 - The Progressing Engine This video explains how the Progressing Engine works in 5 steps. 4.5 Launch Course