Resource Manager Enablement Path 12

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Click on the title of each section to expand the courses. You can use the Table of Contents to navigate the page. | Total Duration: 1 hr 48 min.

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)
1.	Navigate Planview Enterprise 12	This training video demonstrates how to navigate Planview Enterprise 12.	1
2.	Use the Navigational Search Field	This training video demonstrates how to use the Navigational Search Field in Planview Enterprise.	2
3.	My Planview Menu	This training video provides a brief overview of the My Planview Menu screen in Planview Enterprise.	1
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
5.	Create and Edit Column Sets	This training video demonstrates how to create, edit, copy and delete column sets in Planview Enterprise.	2
6.	Manage the Ribbon	This training video covers how to manage the ribbon in Planview Enterprise.	3
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
8.	Create a Portfolio	This training video covers how to add projects to a portfolio in Planview Enterprise.	1
9.	Sharing Portfolio Access	This training video covers how to share portfolios in Planview Enterprise.	4

Resource Management Fundamentals [+/-]

This enablement path provides a general overview of the Planview Enterprise features pertaining to managing resources. | Total duration time: 27 min.

#	Course	Description	Duration (Min)
1.	Navigate the Resource Portfolio Manager Tile	This training covers the navigation of the Portfolio Manager tile within the Resource Portfolio View screen in Planview Enterprise®.	1
2.	Overview of Managing Resources	This training covers an overview of managing resources in Planview Enterprise.	5
3.	Overview - Resource View for Resource Managers	This interactive module demonstrates how to add and arrange tiles on the Resources Menu.	9
4.	Navigate Resource Management and Assignments Screen	This training video provides a brief overview of the Resource Management and Assignments screen.	1
5.	Navigate Resource Portfolio View	This training covers the navigation of the Resource Portfolio View in Planview Enterprise®.	1
6.	Navigate Resource View for Resource Managers	This training covers an overview of the Resource View in Planview Enterprise®.	1
7.	Overview of Assignment Types	This training gives an overview of the four assignment types, and explains the differences between each type.	5
Optional
8.	Approve Time as a Resource Manager	This training demonstrates how to approve time as a resource manager in Planview Enterprise®.	4

Resource Management [+/-]

This enablement path focuses on resource assignments. | Total duration time: 43 min.

#	Course	Description	Duration (Min)
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
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
3.	Fill a Requirement with an Allocation or Reserve	Fill a Requirement with an Allocation or Reserve.	3
4.	Manage Resource Requests	This training covers how to manage resource requests in Planview Enterprise®.	2
5.	Generate Authorizations from Reserves	This presentation demonstrates how to generate an authorization from a reserve in Planview Enterprise®.	1
6.	Reserve a Resource to a Task	This training covers how to reserve a resource to a task in Planview Enterprise®.	1.5
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
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
9.	Allocations	This training provides an overview of the allocation assignment type in Planview Enterprise®.	4
10.	Authorizations	This presentation provides an overview of the authorization assignment type in Planview Enterprise®.	4
11.	Standard Activities	This training covers how to add a standard activity for a resource in Planview Enterprise®.	3
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

Time Reporting Basics [+/-]

This enablement path discusses the features of the Planview Enterprise timesheets. | Total duration time: 12 min.

#	Course	Description	Duration (Min)
1.	Timesheet - Navigation and Overview	This interactive training video discusses the navigation and overview of the Timesheet screen.	3
2.	Enter Time	This training video covers how to add work items to your timesheet, report effort for the time period, and sign and submit your timesheet	5
3.	Use Payroll Codes	This training video covers how to add time to your timesheet, report effort for the time period, and sign and submit your timesheet.	2
4.	Use the Remaining Planned and Your Revised Estimate Columns	This training video covers how to use the timesheet columns of Remaining Planned and Your Revised Estimate.	2