Best Practices
This guide contains a repository of all Planview Enterprise One - Portfolio and Resource Management Best Practices. Most of these articles require a PRISMS subscription to view.
#
A
- Addressing Management Concerns about Agile
- Allocating High-Level Budgets to Strategies
- Analyzing Ideas
- Analyzing, Balancing, and Approving Investments
- Application Change Management
- Application Lifecycle Management (ALM)
- Application of Standard Work and Reserves
- Application Portfolio Analysis
- Application Portfolio Data Collection
- Application Standards Management
- Avoiding Process Creep
B
C
- Calculation Details for Financial Metrics (NPV, ROI, IRR)
- Calculation Details for Financial Metrics (NPV, ROI, IRR), E1
- Clearly State Benefits in the Business Case
- CMMI and Planview Enterprise
- Collecting Asset Data
- Collecting Ideas
- Commitment to Achieving Benefits
- Creating and Managing Service Catalogs
- Creating Financial Targets and Scenarios
- Creating Investment and Capacity Planning Portfolios
- Critical Path Method (CPM)
- Cultural Adoption Fundamentals
D
- Deactivating a Planview User
- Define Application Portfolio Views
- Define Data Collection Methodology
- Define Project Scope and Requirements
- Define Standards for Initial Project Estimates
- Define the Asset Model Structure
- Defining and Measuring Value
- Defining Asset Properties and KPDs
- Defining the Asset Hierarchy
- Determine Project Duration
- Develop an Effective Work Breakdown Structure
- Develop Project Charter
- Developing an Effective Marketing Plan
E
- Earned Value Management and Planview Enterprise
- Enter Remaining Estimated Work Effort or Completion
- Establish APM Governance Structure
- Establishing a Management Integration Center (MIC)
- Establishing Governance and Planning Boards and Committees
- Evaluate Resource Performance, Devise Professional Development Plan
F
G
I
- Identify Application Properties
- Impact of Change Management on Benefit Realization
- Implementation Issues with Resource and Project Management
- Implementing Agile in Planview Enterprise
- Improving Project Communications
- Initiating a New Investment - Attributes to Consider
- Innovation Management Maturity Model
- Issue Management
K
L
M
- Maintaining Your Resource Information
- Manage Resource Changes
- Manage Resources in a Matrix Organization
- Managing Agile Projects
- Managing Asset and Service Changes
- Managing Change Requests
- Managing Construction Projects in Planview
- Managing Labor Rates and Contracts
- Managing Product Portfolios and Releases
- Managing Product Release Roadmaps
- Managing Project Requirements - Best Practices
- Managing Service and Asset Portfolios
- Managing Service Work
- Managing Stage Gates
- Managing Troubled Projects
- Managing Your Workload
- Maturing and Structuring Ideas
- Measure Current Resource Utilization by Work Type
- Measuring Product Performance
- Milestones
- Monitor Current Assignments
- Monitor Work in Progress
- Moving from Authorizations to Allocations
O
P
- Participation in Work Estimating
- Periodic Application Assessment
- PERT
- Planview and Six Sigma
- Planview Enterprise and Critical Chain
- PMBOK and Planview Enterprise
- Precise Planning for Parts of your Organization (Out of Portfolio)
- Prepare Project Control Deliverables
- Process Metrics, KPIs, and Measures
- Product Portfolio Management Breakthrough Insights from Benchmark Research
- Production Turnover
- Professional Services Performance Metrics
- Program Benefits Communication and Collaboration
- Project Baseline Best Practices
- Project Collaboration
- Project Estimation and Budgeting
- Project Schedule Business Rules
- Propose Project Budget
- Providing Feedback and Applying Lessons Learned
Q
R
- Recommended Resource Planning and Assignment Horizons
- Reconsidering the Project Manager Role in Agile Projects
- Report Resource Progress Via Timesheets
- Report Status
- Report Time
- Request Management
- Resolve Competing Priorities and Resource Issues
- Retiring Assets and Services
- Review and Disapprove Time
- Risk Management
- Role of the Process Manager
- Running Effective Stage Gate Meetings
S
T
- The Integrated Work Financial Plan: In Depth
- The Value of PPM Software for Product Development Organizations
- Tile Performance Considerations
- Tracking Actuals and Forecast Financial Data via the Financial Plan
- Tracking Non-Project Work via Standard Activities and Annual Bucket Projects
- Troubled Investments and Non-delivery of Benefits
U
- Understanding Capacity and Demand
- Understanding Risks vs. Issues
- Understanding the Annual Planning Process
- Understanding the Relationship Between Products, Projects, and Programs
- Using a Structured Ideation Process
- Using Requested Start and Finish Dates in Planview Enterprise
- Using Tiles vs. Dashboards for Reporting Analytics
V
W