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Planview Customer Success Center

Work Intake and Initiation

This enablement path focuses on adding work, either via the request system, or by adding work through as a lifecycle step.  |  Total duration time: 20 min.
# Course Description Duration (Min) Launch
1. Requests - Add Request This interactive module will teach how to create a request, review a request, and remove a request. 5 Launch Course
2. Work - Add Work In this interactive module, we discuss different methods for adding work, as well as cover the basics of how to Add Work as a Lifecycle step in Work and Resource Management. We also discuss the process of modifying a Work Breakdown Structure template. 8 Launch Course
Optional        
3. Requests - Dispatching a Request This interactive module explains the Dispatcher role in Planview, and demonstrates how to dispatch and associate a request. It also covers how to delegate dispatching responsibilities. 7 Launch Course