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Use a Mobile Device to Delegate a Lifecycle Step to Another User

Summary

This article provides information on delegating lifecycle steps nvia mobile devices.

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You are viewing content for Planview® Enterprise One release – Portfolio and Resource Management.

As a project or resource manager, you can use mobile devices to delegate a lifecycle step to a more appropriate user.

To delegate a lifecycle step to another user on mobile devices:

  1. Sign in to the Portfolio and Resource Management mobile site as described in Sign In to the Portfolio and Resource Management Mobile Site.

  2.  Tap mobile_lifecycle.png  mobile-lifecycle17.png Lifecycles. The Lifecycles screen is displayed.

  3.  On the lifecycle entity for which you want to approve or disapprove a step, tap  mobile_arrow.png. mobile-select17.png.

  4.   Tap  Delegate.

  5. Tap the name of the user to whom you want to delegate the step. The Delegate Lifecycle screen is displayed..

  6. Tap Delegate.

 Tip

If the name of the user you want is not in view, you can locate it by scrolling or typing all or part of the user name in the text box displayed in the upper portion of the screen.

delegate_mobile17.png

Figure 1: Delegate Lifecycle Step