Operational Administration
These articles are mainly on advanced administration topics usually performed by Planview consultants.
- Overview
- Administration Functions
- Administer Rates and Daily Tables (Introduction)
- Administrator Functions (Overview)
- Allowing Users to Narrow Down Screen Content on the Work and Assignments Screen (Introduction)
- Allowing Users to Narrow Down Screen Content on the Work and Resource Management Screen (Introduction)
- Data Mart Administration (Overview)
- Global Options Administration (Overview)
- Labor Costing Administration (Overview)
- PDC Architecture (Overview)
- Setting Up Strategic Management (Overview)
- Strategic Management Administration (Overview)
- System Options Administration (Overview)
- User Administration (Overview)
- Administration Functions
- Users and Resources
- Configuring Resources and Associated Users
- Defining User Roles
- Inviting Users for Timed Access
- Notifying Users with Delinquent Timesheets
- User Configuration
- User Role Features
- Description of Features (Introduction)
- Architecture and Administration Features
- Process Delivery Center (PDC) Foundation Features
- Project and Resource Management Features
- Strategic Management Features
- Custom Features
- Outcome Portfolio Management Features
- Capability and Technology Management Features
- Other Planview Products Features
- Rates
- Labor Rate Cards
- Labor Rate Costing
- Labor Rate Lookups
- Labor Rate Sets
- Adding a Labor Rate Set
- Labor Rate Sets (Introduction)
- Setting an Additional Required Feature for Labor Rate Sets
- Displaying Rates on the Task Information Screen or Tray
- Copying a Labor Rate Set
- Deleting a Labor Rate Set
- Manage Labor Rate Sets Screen Basics
- Modifying a Labor Rate Set
- Recalculating Rates for a Labor Rate Set
- Managing Labor Rates
- Overriding Rates
- Payroll-Code Sets
- Project Rates and Project Rate Overrides
- About the Project Rates Screen
- About the Project Rate Overrides Screen
- About the Project Resource Rates Screen
- Adding, Modifying, and Deleting Role-Based Rate Overrides
- Adding a Rate Override
- Project Rates and Project Rate Overrides (Overview)
- Applying Role Rate Overrides Automatically
- Deleting a Rate Override
- Manage Role Rate Overrides Screen Elements
- Viewing Project Rates for a Resource
- Viewing Resources and Rates for a Work Item
- Rates Diagnostics
- Recoverable Labor Costs and Maximum Recoverable Hours
- Analytics and Reporting Administration
- Calendars
- Manage Attributes, Financial Columns, Fields, and Alternate Structures
- Attributes
- Fields
- Configuring the Lifecycle Administrator Field
- Creating Custom Fields
- Creating Fields from Primary Structure Levels
- Enabling Financial Columns for Configured Screens and Scripted Dialogs
- Modifying Customizable Fields
- Customizable Fields
- Reviewing Customizable Fields
- Setting Display Ranges for Numeric Fields
- Job Streams
- Configuring the Parameters of Jobs Within a Job Stream
- Configuring the Parameters of Jobs within a Job Stream (Introduction)
- Configuring Integrations Job Parameters
- Configuring Progression Job Parameters
- Configuring Rates Table Update Job Parameters
- Configuring Financial Plan Load Job Parameters
- Configuring Daily Table Update Job Parameters
- Configuring Cubes Update Job Parameters
- Configuring Data Mart Update Job Parameters
- Configuring CRI Escalation Job Parameters
- Configuring Email Notifications Job Parameters
- Configuring Column Set Model Update Job Parameters
- Configuring Copy Financial Version Job Parameters
- Configuring Copy to Database Job Parameters
- Jobs Relevant to the Financial Repository
- Configuring Odata Power BI Report Refresh Job Parameters
- Configuring Refresh Labor Cost Job Parameters
- Configuring Rollup Financial Version Job Parameters
- Configuring Update Baseline Job Parameters
- Managing Job Streams
- Configuring the Parameters of Jobs Within a Job Stream
- Lifecycles
- Before Adding a Lifecycle Model
- Why Is a Lifecycle Model Important
- Primary and Secondary Segments
- Defining Lifecycle Roles
- Building the Lifecycle Foundation Components
- When to Implement a Lifecycle Step as a Scripted Dialog or Configured Screen
- Configured Screens for Lifecycles
- Creating Columns from Lifecycle Roles
- Before Adding a Lifecycle Model (Introduction)
- Setting Up Lifecycles
- Adding or Editing Lifecycle Models
- Adding or Editing Lifecycle Models (Introduction)
- About the Details and Characteristics of Lifecycle Steps
- Adding and Removing Secondary Segments
- Adding Incremental Lifecycle Models
- Adding Lifecycle Steps
- Business Rules for Lifecycles
- Copying Lifecycle Models
- Editing, Moving, or Deleting Lifecycle Steps
- Ensuring Users are Listed on the Select User Screen
- Grouping or Ungrouping Lifecycle Steps
- Modifying Lifecycle Models
- Setting Up Initial Lifecycle Models
- Suspending a Lifecycle
- CRI Lifecycle Models
- Designing a Process Flow
- Lifecycle Steps, Actions, and Permissions
- Lifecycle Actions
- Lifecycle Steps, Actions, and Permissions (Introduction)
- Permissions Required to Complete Actions for Work Entities
- Permissions Required to Complete Actions for Requests
- Permissions Required to Complete Actions for Strategic Entities
- Permissions Required to Complete Actions for Outcomes
- Manage Lifecycles and Lifecycle Models
- Outcome Lifecycle Models
- Requests Lifecycle Models
- Strategic Planning Lifecycle Models
- Support Ticket Lifecycle Models
- Work Lifecycle Models
- Before Adding a Lifecycle Model
- Menus, Ribbons, and Tiles
- Configuring Menus, Tabs, and Ribbons
- Configuring Menus, Tabs, and Ribbons (Overview)
- Configuring Entity View Tabs and Configured Screens
- Configuring the Layout of Menus on the Menu Bar
- Creating Default Ribbon Configurations
- Enabling or Disabling Action Options
- Enabling or Disabling Menus on the Menu Bar
- Setting the Color Scheme of the Banner and Menu Bar
- Setting the Menu and Screen that are Displayed when Users Sign in to the System
- Tile Administration
- Tile Administration (Overview)
- About the Tile Management Screen (Introduction)
- Configuring a Tile to Appear on Specific Ribbons
- Configuring Help Text for a Tile
- Configuring the Metric Display on a Table Tile
- Enabling or Disabling a Tile
- Enabling or Disabling Data Series for Configurable Charts
- Enabling or Disabling the Analyze Tile
- Setting and Removing the Required Feature to Use a Tile
- Sharing and Unsharing Configurable Charts and Tables
- Tile Management Screen Action Menu Options
- Configurable Table Tiles
- Customized Report Tiles
- Create Subscription Screen and Manage Subscription Screen Elements
- Creating or Modifying a Customized Report Tile
- Creating Report Subscriptions to Email Customized Reports to Users
- Creating Report Subscriptions to Save Customized Reports to a File Share
- Deleting Report Subscriptions
- Managing Report Subscriptions for Customized Report Tiles
- Modifying Report Subscriptions for a Customized Report Tile
- New Report Tile Screen and Edit Report Tile Screen Elements
- Customized Table Tiles
- Creating or Modifying a Customized Table Tile (Introduction)
- Creating a Customized Table Tile
- Configuring the General Settings for a Customized Table Tile
- Configuring the SQL Query for a Customized Table Tile
- Business Rules for SQL Statements Used to Build Customized Table Tiles
- Formatting a Customized Table
- Shared Power BI Tiles
- Using Tiles
- Configuring Menus, Tabs, and Ribbons
- Structures
- About Structures
- Types of Structures
- Business Capability Structure and Business Capabilities
- Outcome Structure
- Strategy Structure
- Work Structure
- Resource Structure
- Standard Activity Structure
- Contract Structure
- Sprint Structure
- Expenditure Type Structure
- Lifecycle Roles Structure
- Organizational Resources Structure
- Payroll Structure
- Release Structure
- Defining Alternate Structures
- About Planview Prisms Structures
- About the Investment Approval Alternate Structure
- Creating a Custom Alternate Structure
- About the Request Status Alternate Structure and Reporting
- About the Customer Alternate Structure
- About the Lifecycle Stage Alternate Structure
- About the Resource Type Alternate Structure
- About Agile Development Alternate Structures
- Manage Architecture
- Manage Primary Structures
- Configured Screens and Scripted Dialogs
- Advanced - Managing Attributes and Column Sets
- Configured Screens
- About the Format of Embedded URLs
- Adding and Arranging Configured Screen Elements
- Adding a Configured Screen
- Before You Add a Configured Screen
- Mapping Configured Subscreens by Attribute or Level
- Example of an Embedded Configured Subscreen
- Example of a Configured Screen
- Configured Screens (Overview)
- Modifying, Copying, or Removing a Configured Screen
- Setting Configured Screen Rules
- Manage Fields
- Managing Attributes and Column Sets
- Scripted Dialogs
- Scripted Dialogs (Overview)
- About Combining Scripted Dialogs with Configured Screens
- Adding a Question
- Adding a Test
- Creating And-Or Environments
- Creating a Scripted Dialog
- Defining an Alternate Structure Action
- Defining a Go To Action
- Defining a Lifecycle Action
- Defining a Numerical Accumulator Action
- Defining a Text Buffer Action
- Defining a Work Breakdown Structure Action
- Maintain Scripted Dialogs
- Key Functionality of Scripted Dialogs
- Presentation of Scripted Dialogs
- Preventing Changes to Alternate Structures from within the Work Detail Screen
- Removing Items from a Scripted Dialog
- Columns and Column Sets
- Configuring Column Sets
- Adding Payback Period Columns
- Column Sets Introduction for Administrators
- Creating and Editing Column Sets
- Adding Subtotal Financial Planning Columns
- Defining Data Displayed in Subtotal Columns
- Adding Calculated Financial-Planning Columns
- Adding Internal Rate of Return (IRR) Columns
- Managing the Default Column Sets
- Deleting Column Sets
- Configuring Column Sets
- Configuration
- Additional Global Options
- Additional Functionality Global Options
- Dates Global Options
- Expense Report Global Options
- General Global Options
- Lifecycles Global Options
- Optional Products Global Options
- Password Management Global Options
- Planview Enterprise One Add-In for Microsoft Project Global Options
- Requests Global Options
- Ribbon Options Global Options
- Time and Billing Configuration Global Options
- Web Services Global Options
- Work Archiving Global Options
- Work Global Options
- Work Management Global Options
- Additional System Options
- Administer Gates System Options
- Configuring Global Links
- Configuring the Fields Displayed on the New Work Screen
- Contract Rules System Options
- CRI Subtype Administration
- Customizable Fields System Options
- Find and Replace Work Description Access System Options
- Managing Filters on the Work and Assignments Screen
- Managing Filters on the Work and Resource Management Screen
- Managing the URL Whitelist
- Quality Ranks System Options
- Rate Options Screen Basics
- SMI Factors System Options
- Units System Options
- Administer Rates and Daily Tables
- Administer Time Periods System Options
- Archive Work System Options
- Baseline Administration
- Business Capabilities
- Configurable Text
- Configurable Text (Introduction)
- Finding and Entering Configurable Text Keys
- Modifying Configurable Text Values
- Exporting and Importing Configurable Text Keys and Values
- Changing Languages While Modifying Configurable Text
- Viewing Configurable Text Keys in the Planview Enterprise One – Portfolio and Resource Management Interface
- Configure Rates — Rate Overrides
- Configure Rates—Basic
- Add and Delete Rates using Manage Rate Profile
- Add a Labor Rate Card
- Add a Labor Rate Lookup on a Generic Rate Card
- Add a Labor Rate Lookup on a Resource Rate Card
- Add a Labor Rate Set
- Enable Role-Based Rate Overrides
- Modify, Copy, or Delete a Labor Rate Card
- Modify, Copy, or Delete a Labor Rate Set
- Modify or Delete a Labor Rate Lookup on a Generic Rate Card
- Modify or Delete a Labor Rate Lookup on a Resource Rate Card
- Modify or Delete a Labor Rate Profile
- Recalculate Rates for a Labor Rate Set
- Schedule Rates and Daily Tables Refresh
- Understand Costing with Resource Attributes
- Understand Labor Rate Infrastructure
- Understand the Basics of Labor Costing
- Configure Rates—Cost-Center-Based Costing
- Configure Rates—Costing by Payroll Code
- Configure Rates—Differentiating Recoverable and Non-recoverable Hours
- Configure Rates—Rate Overrides
- Configure Rates—Vendor-Based Costing
- Configure Request Functionality
- Configure System Options
- Configure Access to Find/Replace Work Description
- Configure Contract Rules
- Configure Notification Settings
- Configure Payroll-Code Restrictions
- Key Global Options
- Restrict the Amount of Time Resources Can Charge on Timesheets
- Set Global Options
- Set Up Administer Gates
- Set Up Automatic Timesheet Approval
- Set Up a New Currency
- Set Up Key Timesheet Functionality
- Set Up Quality Ranks
- Set Up Reason Codes
- Set Up Standard Activity Restrictions
- Set Up Status Rules
- Set Up Time-Reporting Units
- Set Up Time-Reporting Units (Set Default)
- Set Up Units
- Configuring Expenditures
- Configuring On-Demand Reports
- Configuring Strategic Financial Management
- Content Management Administration
- Controlling Grant Requirements for Associating Entities
- Database Management
- Data Mart and Reporting
- Defining Alternate Structures
- Letting Users Focus on Projects by Alternate Structures
- Modifying an Alternate Structure's Definition
- Alternate Structures (Introduction)
- Planview-Defined Alternate Structures
- Alternate Structure Numbering
- Enabling or Disabling History Tracking on an Alternate Structure
- Defining the Levels and Values of Alternate Structures
- Setting Charting Options for Alternate Structures
- Using Shared Alternate Structures among Structures
- Letting Users Track Expenditures through Attributes
- Determining which Alternate Structures Are Marked as Primary
- Displaying Sequence IDs of Alternate Structure Values
- Enabling the Strategic Management Options
- Mapping Fields for the Planview Enterprise One Add-In for Microsoft Project
- Notifications and Email Notifications System Options
- Prerequisites
- Running the CRI Escalation Process Immediately
- Setting Up Investment and Capacity Planning as an Administrator
- Loading, Scheduling, or Deleting Cost-Center Based Financial Plans
- Configuring Investment and Capacity Planning Alerts
- Understand Thresholds and Time Periods of Investment and Capacity Planning Alerts
- Enabling the Use of Investment and Capacity Planning
- Setting Up Investment and Capacity Planning as an Administrator
- Setting Up Self-Registration and Session Timeout
- Setting Up Strategic Planning
- Set Up Mobile Timesheets
- Status Rules System Options
- Timesheet Setup System Options
- Time Log Setup System Options
- Work Estimating
- Additional Global Options
- Operational Administration
- Administer Data Mart and Reports
- Calendar, Time, and the Planning Horizon
- Configurable Text
- Configuration Migration
- Comparing Configuration Items on the Source and Target Databases
- Configuration Migration
- Configuration Migration Action Menus
- Configuration Migration Screen Basics
- Configuration Migration Screen Elements
- Deleting Configuration Migration Mappings
- Manually Mapping a Configuration Item Between the Source and Target Databases
- Manually Mapping Structure Values for a Configuration Item Between the Source and Target Databases
- Migrate Screen Basics
- Migrate Screen Elements
- Migrating Configuration Items From One Database to Another
- Next Action Status Messages
- Resolving Database Differences for Configuration Items Before Migration
- Reviewing Details for Configuration Items
- Verifying Whether Configuration Items Are Configured Identically
- Viewing Component Dependencies for Configuration Items
- Viewing Configuration Migration Logs
- View Component Dependencies Screen Basics
- View Component Dependencies Screen Elements
- Content Management - Administration
- Content Management Administration
- Data Mart
- Display Custom Logos
- Initial Investment and Capacity Planning Setup
- Access and View Capacity Financial Planning
- Clear the Use Enterprise Investment Models Strategic Management Option
- Enable the Use of Investment Planning
- Enable the Use Planview Enterprise 12 Financial Planning Detail Global Option
- Set Default Status for Investment Approval Structure
- Set Publishing Features on Roles
- Initial Investment Planning Setup
- Investment Planning Administration Overview
- On-Demand Reports Administration
- Progressing Engine Administration
- Refreshing the Turbo Enterprise Scheduling Engine Cache
- Requests Administration
- Set Up Agile Functionality
- Set Up Investment Planning Data
- Strategic Management Modules
- Work Estimating Administration
- Financial Management Administration
- Administering Financial Management
- Enterprise and Fiscal Calendar Basics
- Modifying an Enterprise and Fiscal Calendar
- Splitting or Merging an Enterprise and Fiscal Calendar Period
- Creating an Enterprise and Fiscal Calendar
- Renaming an Enterprise and Fiscal Calendar
- Configuring Models if There Are Multiple Enterprise and Fiscal Calendars
- Defining the Structure of Your Financial Planning Accounts
- Deleting an Enterprise and Fiscal Calendar
- Administering Financial Management (Overview)
- Setting Financial Management System Global Options
- Using Models and Versions in Financial Management
- Adding Financial Planning Models
- Adding Versions of Financial-Planning Models
- Copying Financial Planning Information as an Administrator
- Deleting Versions of a Financial Plan
- Editing a Financial-Planning Version
- Editing Existing Financial Planning Models
- About Models and Versions in Financial Management
- Configure Versions for Financial Planning Models Screen Basics
- Defining Period Display Rules in Financial Management
- Rolling Up a Version to Summarize Costs and Benefits
- Setting Up Financial Planning Accounts
- Configuring the System for Financial Planning
- Using Multiple Currencies in Financial Management
- About Calculating Depreciation
- Working with Depreciation Templates
- Working with Depreciation Templates (Introduction)
- Viewing Depreciation Templates
- Adding a Depreciation Template
- Modifying a Depreciation Template
- Copying a Depreciation Template
- Setting the Schedule for Expenditures in a Depreciation Template
- Modifying or Deleting the Schedule for Expenditures in a Depreciation Template
- Associating Depreciation Templates with Cost Centers
- About Associating Capital Accounts and Depreciation
- Configure Financial Management
- Maintain Financial Management
- Maintain the Expenditures Configuration
- Administering Financial Management
