Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Resource Management

This enablement path focuses on resource assignments.  |  Total duration time: 43 min.
# Course Description Duration (Min) Launch
1. Analyze Resource Utilization from the Resource Management and Assignments Screen This training covers how to analyze resource utilization for resources assigned to your project from the Resource Management and Assignments screen. 3 Launch Course
2. Fill a Requirement from the Tile This training covers how to fill a requirement from the Requirements to Fill tile in Planview Enterprise®. 3 Launch Course
3. Fill a Requirement with an Allocation or Reserve Fill a Requirement with an Allocation or Reserve. 3 Launch Course
4. Manage Resource Requests This training covers how to manage resource requests in Planview Enterprise®. 2 Launch Course
5. Generate Authorizations from Reserves This presentation demonstrates how to generate an authorization from a reserve in Planview Enterprise®. 1  Launch Course
6. Reserve a Resource to a Task This training covers how to reserve a resource to a task in Planview Enterprise®. 1.5 Launch Course
7. Adjust Resource Assignments from Resource Management and Assignments Screen This training covers how to adjust resource assignments from the Resource Management and Assignments screen. 2 Launch Course
8. Substitute a Resource from the Resource Management and Assignments Screen This training covers how to substitute a resource directly from the Resource Management and Assignments screen. 2.5 Launch Course
9. Allocations This training provides an overview of the allocation assignment type in Planview Enterprise®. 4 Launch Course
10. Authorizations This presentation provides an overview of the authorization assignment type in Planview Enterprise®. 4 Launch Course
11. Standard Activities This training covers how to add a standard activity for a resource in Planview Enterprise®. 3 Launch Course
Optional
12. Timesheets - Resource Manager Approval Process This interactive module for shows how to Approve or Disapprove, Add remarks, and save time approvals as a Resource Manager. 14 Launch Course