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Planview Customer Success Center

Video Library

Overview

 

About Capability and Technology Management

 

Capability and Technology Management User Interface

 

About the Metamodel

 

Explore Components and Relationships

 

Search for Components

 

Create Components and Relationships

 

Work with Column Sets

 

 

 

Data Management

 

Export Data to Excel

 

Edit Data in Excel

 

Import Data from Excel

 

Create Lifecycles

 

Edit Lifecycles

 

Managing Portfolios

 

Managing Column Sets

 

 

 

Visio Modeling

 

Populating a Visio Diagram

 

Using Templates

 

Visio Modeling

 

 

 

The Metamodel

 

About the Metamodel

 

Explore Components and Relationships

   

 

 

Metamodel Management

 

Importing and Exporting

 

Working with Component Types

 

Working with Property Types

 

Working with Relationship Types

 

 

Reporting

 

Connecting SSRS Reports with CTM

 

Reporting Overview

 

Saving SSRS Report Parameters

 

Setting Default SSRS Parameters

 

Understanding Core Visualization View Types

 

Working with Core Visualizations

 

Working with Power BI

 

Working with SSRS Report Tiles and Menu Options

 

Working with SSRS Reports

     

 

 

Administration

 

Capability and Technology Management Security Overview

 

Assign Application Access Privileges

 

Assign Data Access Privileges

 

Assign System Privileges

 

Managing Column Sets

 

Managing Portfolios

 

Create Lifecycles

 

Edit Lifecycles

 

 

Security

 

Capability and Technology Management Security Overview

 

Assign System Privileges

 

Assign Data Access Privileges

 

Assign Application Access Privileges