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Access and View Resource Information


This mixed media article describes important concepts about working with individual resources.

This article applies to Planview® Enterprise One release 15 – Portfolio and Resource Management.

E-learning: Navigate Resource View for Resource Managers

This training video covers an overview of the Resource View in Planview Enterprise. The screens are very similar in Portfolio and Resource Management. Look for revised videos in the near future.


Key Concepts and Best Practices

The Resources menu, like the other menus that display when you select menu bar options relating to Portfolio and Resource Management entities, is divided into three sections: Show, Select, and Action.

  • The Show section lets you choose between working with portfolios or individual resources.
  • The Select section is where you select which resource to work with.
  • The Action section is where you choose what to do with your selected resource.

Defining the resource attributes that are important to your company is the first step to tracking the information and using it to forecast or define requirements. To ensure that the information is useful, it must be maintained. This means updating the data about skills, roles, and areas of interest on a regular basis so the information remains current. Where practical, skills should be further subclassified in a skills hierarchy, such as business skills (e.g., project management, business, business analysis, etc.), technical skills (e.g., Oracle, Java, etc.), and application or product knowledge specific to each organization. The master list of skills is maintained by your administrator.

If attributes are available to be split by percentage, the percentage must equal 100%. For example, a resource may be billed back 25% to one department and 75% to another department.

Managing this information can require some administrative overhead, the amount of which is determined by the number of resources being managed and the frequency with which the information changes. Planview recommends that resource managers update the attributes for their direct reports; however, the system can support allowing resources to update their own attributes, if needed. If this is necessary, talk with your administrator.

Your administrator may have marked history tracking on some attributes. The history button is available to see history regarding those attributes.

An overview of the Resource Portfolio View and Resource View is shown in Figure 1.


Figure 1: Resource Information Overview