Financial Management
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- Fundamentals
- User Interface Basics
- Primary Navigation Bar Elements
- Banner Elements (Legacy UI)
- Using Planview.Me views in Planview Portfolios
- Ribbons and Tiles
- Portfolios
- Creating Portfolios
- Modifying a Portfolio Definition
- Extending Portfolio Invitations
- Joining a Portfolio
- Opening Portfolios
- Leaving a Portfolio
- Accessing Recently Visited Portfolios and Entities
- Working in Portfolio Summary Screens
- Managing Portfolio Membership Information
- Transferring Portfolio Ownership
- Deleting Portfolios
- Portfolio Community
- Permissions
- Preferences
- Lifecycles
- Notifications
- Robotic Process Automation (RPA) Robot
- SharePoint
- Planview Portfolios Customer Care
- Time Reporting
- Requests
- Managing Requests Overview
- Requests Menu Basics
- Request Portfolio View Screen Basics
- Creating Request Portfolios
- Request View Screen Basics
- Creating a Request
- Reviewing Requests and Modifying Request Attributes
- Viewing Request Reports
- Dispatching a Request
- Changing the Status of a Request
- Deleting a Request
- Closing or Denying a Request
- Request Analytics and Reporting
- Managing Requests Overview
- Projects and Work
- Work Management Overview
- Using Work Management Screens Overview
- Work Menu Basics
- Work Portfolio View Screen Basics
- Work View Screen Basics
- Plan Screen Basics
- Work and Assignments Screen Basics
- Work Detail Screen Basics
- Dependencies Screen Basics
- Dependency Management Screen Basics
- Managing a Work Item's Attributes and Other Details
- Gantt Chart
- Using Aggregate Functions
- Using Keyboard Shortcuts in Work Management
- Using Color Gradient Ranges to Show Resource Utilization
- Work and Resource Management Screen Basics
- Deleting Work
- Associated Requests Screen Basics for Work
- Key Results Screen Basics
- Logbook Screen Basics for Work
- Overview Screen Basics for Work Entities
- Overview Screen Basics for Work Portfolios
- Creating Work
- Plan and Schedule
- Work Financial Planning
- Execute and Track Progress
- Objectives and Key Results (OKRs) for Work
- Sentiment Analysis
- Work Analytics and Reporting
- Resources
- Financial Management
- Planning
- Planning Menu Basics
- Investment and Capacity Planning Concepts, Setup, and Tasks
- Investment and Capacity Planning Overview
- Setting Up Investment and Capacity Planning as a User
- About Creating Planning Portfolios as a User
- Investment and Capacity Planning Screen Basics
- Updating Capacity and Demand Data in Investment and Capacity Planning
- Exporting from Investment and Capacity Planning
- Scenarios
- Rank Investments
- Analyze Investments
- Shift Investments
- Balance Investments
- Compare Investments
- Publish in Investment and Capacity Planning
- Preferences
- Planning Analytics and Reporting
- Analytics and Reporting
- Strategies
- Outcomes
- Releases
- Content
- About Access Types
- About the Global Content and Template Content Folders
- Adding Content without Waiting for a Lifecycle Notification
- Checking In a Document or Undoing a Check Out
- Checking Out a Document
- Content Management Security
- Managing Content through the Review Content Screen
- Managing Content without Waiting for a Lifecycle Notification
- Opening the Review Content Screen
- Reviewing Content History
- Review Content Screen
- Searching for Content Files
- Setting Access Rights on Content Files
- Version Maintenance of Content
- Contracts
- Customers
- Administration
- Types of Administrators
- Administration Business Processes
- Administration Menu
- Users and Roles
- Rates
- Analytics and Reporting Administration
- Calendars
- Attributes - Financial Planning, Fields, and Alternate Structures
- Lifecycles
- Before Adding a Lifecycle Model
- Adding or Editing Lifecycle Models
- Administer Lifecycles Screen Basics
- CRI Lifecycle Models
- Designing a Process Flow
- Lifecycle Steps, Actions, and Permissions
- Outcome Lifecycle Models
- Requests Lifecycle Models
- Strategic Planning Lifecycle Models
- Support Ticket Lifecycle Models
- Work Lifecycle Models
- z_Archive
- Menus, Tabs, and Ribbons
- Configuring the Layout of Menus on the Menu Bar
- Setting the Background Color of the Top of the Interface
- Setting the Menu and Screen that are Displayed when Users Sign in to Planview Portfolios
- Enabling or Disabling Menu Actions
- Creating Default Ribbon Configurations
- Adding Tabs to Entity View Screens
- Configuring the Elements of the Plan Screen Based on User Role
- Configuring the Elements of the Work and Assignments Screen Based on User Role
- Enabling or Disabling Options on the Main Menu
- Setting the Default Application Preferences
- Tile Management
- Tile Management Screen Basics
- Tile Management Screen Action Menu Options
- Configuring a Tile to Appear on Specific Ribbons
- Configuring Help Text for a Tile
- Configuring the Metric Display on a Table Tile
- Creating or Modifying a Customized Report Tile
- Creating or Modifying a Customized Table Tile
- Creating or Modifying a Power BI Premium Tile
- Creating or Modifying a Shared Power BI 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
- Structures
- Configured Screens
- Scripted Dialogs
- About Combining Scripted Dialogs with Configured Screens
- Adding or Modifying a Question and Question Responses
- Adding or Modifying a Test and Test Values
- 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
- Modifying 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
- Configuration
- Baseline Administration
- Business Capabilities
- Configurable Text
- Configuring Expenditures
- Configuring Strategic Financial Management
- Content Management Administration
- Controlling Permissions Requirements for Associating Entities
- Database Management
- Enabling the Strategic Management Options
- Global Options
- Managing Settings for Objectives and Key Results (OKRs)
- Mapping Fields for the Planview Portfolios Add-In for Microsoft Project
- Providing Access to the Mobile Site
- Requests Administration Overview
- Running the CRI Escalation Process Immediately
- Setting Up Investment and Capacity Planning as an Administrator
- Setting Up Self-Registration and Session Timeout
- Setting Up Strategic Planning
- System Options
- Work Estimating
- Operational Administration
- Financial Management Administration
- Administering Financial Management
- Using Models and Versions in Financial Management
- Setting Up Financial-Planning Accounts Overview
- Financial Planning Configuration
- Using Multiple Currencies in Financial Management
- About Calculating Depreciation
- Working with Depreciation Templates
- Associating Capital Accounts and Depreciation
- Job Stream Management
- Language Support
- Portfolios Videos
- Action Item Tiles
- Add a Request (PRM)
- Add Work
- Admin - Configured Screens Before You Convert
- Admin - Configured Screens Configure Add New Work
- Admin - Configured Screens Converting and Activating Add New Work
- Admin - Configured Screens Smart Logic
- Admin - Overview of Alternative Structure Types
- Admin - Overview of Primary Structure Types
- Align Reserves with Work Dates
- Approve and Disapprove Timesheets as a Project Manager
- Approve and Disapprove Timesheets as a Resource Manager
- Approve Resource Assignment Requests
- Assign Multiple Reserves and Requirements
- Authorizations
- Backlog Management
- Backlog Management R16
- Create a Portfolio
- Create a Strategic Entity
- Create Requirements
- Creating Relationships between Work Items
- Critical Path Management and Scheduling
- Dispatch Requests
- Drag and Drop to Substitute Assignments
- Editable Strategy Portfolio Manager
- Edit the Work Schedule - Overview
- Enterprise Project and Resource Management and Projectplace - Connector
- Enterprise Project and Resource Management and Projectplace - Connector R16
- Enter Effort on a Timesheet
- Extend Task Dates without Impacting Allocation Dates
- Fill Requirements Directly
- Introduction to Logical Relationships
- Introduction to Reporting in Planview Enterprise One Portfolio and Resource Mgmt
- Investment and Capacity Planning - Shift View
- Manage Over and Under Utilized Resources
- Manage the Ribbon
- Manage Work Constraints
- My Overview Menu
- My Scheduled Assignments
- Navigate the Resource Management and Assignments Screen
- Navigate the Resource Management and Assignments Screen R17
- Navigate the Work and Assignments Screen
- Navigate the Work and Assignments Screen R17
- Navigate the Work Portfolio Manager
- Navigate the Work View
- Navigating Portfolio and Resource Management
- Navigating the Resource Management and Assignments Screen
- Overview of Assignment Types
- Overview of Financial Planning Detail Screen R16
- Overview of Investment and Capacity Planning
- Overview of Managing Portfolios
- Overview of Managing Resources
- Overview of Managing Work
- Overview of Strategic Planning
- Overview of the Portfolio and Resource Management Application
- Overview of the Portfolio and Resource Management Application R16
- Overview of Work Management
- Over Allocated Reserves
- Portfolios Overviews – User Experience Ease-of-Use Walkthrough
- Portfolio Timesheet Overview
- Reassign and Delegate Dispatch Responsibilities
- Removing Relationships between Work Items
- Resource Management and Assignments View - Single Resource
- Review Resource Utilization
- Role-based Billing Rate Override
- Standard Activities
- Strategic Portfolios - Group By
- Understanding Lifecycles
- Use and Edit Column Sets
- Use Payroll Codes
- Use the Remaining Planned and Revised Estimate Columns on a Timesheet
- Using a Mobile Device to Approve or Disapprove a Timesheet
- Using Menus
- Using Navigational Search
- Using the Data Picker
- Using Work Baselines
- Working with Grants
- Working with Preferences
- Work Management Overview
- Work with Requests (PRM)
- Add-Ins
- Connectors
- Planview Portfolios and AgilePlace Connector
- Planview Portfolios and ProjectPlace Connector
- Getting Started
- Configuration
- Connected Projects and Workspaces
- Connected Tasks and Activities
- Connected Cards and Action Items
- Connected Resources
- Connected Templates
- Best Practices and Important Information
- Legacy Migration Process
- Managing Connected Plans in ProjectPlace
- Partial Plan (WBS) Synchronization
- Team Member FLEX Timesheet
- Encrypting Sensitive Data
- Roles
- Planview Portfolios and IdeaPlace Connector
- Planview Portfolios and Planview Enterprise Architecture Connector Page
- Integrations
- Installing Planview Portfolios
- Planview Enterprise One – PRM Pre-Installation Readiness
- Analytics and Reporting Server (Recommendations)
- Analytics and Reporting Server
- Analytics and Reporting Server
- Cloud Based Services for Product Help
- IaaS
- Database User for Web Query Services
- Firewall Port Considerations
- Microsoft Project Add-in
- MS SQL Database Engine
- MS SQL Database Engine
- Oracle Database Server
- Oracle Database Server
- Oracle Schema Creation
- Readiness Checklist
- Web Servers (Recommendations)
- Web Server
- Web Server
- Planview Enterprise One – PRM Installation Documents
- About the Functionality Validation
- Administration Tools Installation Results
- Analytics and Reporting Validation Checks
- Administration Tools Installation
- Application Server - Data Gateway Installation
- Application Server - Turbo Enterprise Scheduling Engine Installation
- Applying Updates and Patches
- Architecture Information
- Configuration in a Multiple Web Server Environment
- Configure Ad-Hoc Analysis
- Configuring the Analytics and Reporting Server
- Configuring PVLoader Options
- Connecting a Cube
- Connecting a Model
- Database Connectivity
- Database Maintenance Utililties
- Database Object Creation
- Data Gateway Installation Results
- Editing the RSPortal.exe.config file
- Editing the RSPowerBI.exe.config file
- Editing the RSReportServer.config file
- Editing the RSSrvPolicy.config file
- Editing the Web.config file
- Examples of Setting Parameters for PVLoader
- Finalizing Power BI Report Server custom authentication
- High Availability for Planview Enterprise One – PRM
- Hosted Installation
- Importing OLAP Cubes and Tabular Models
- Importing the Primary Web Server's Machine Key
- Installing Database Components
- Installing Financial Repository Components
- Installing Planview Enterprise One – PRM to a second Web Server
- Installing PVLoader
- Knowledge Assumptions
- Other PVLoader Resources
- Other Resources
- PBIRS Upload Utility
- Portfolio and Resource Management Job Execution Service Account
- Portfolio and Resource Management Web Application Service Account
- Portfolio and Resource Management/Administrative Validation Checks
- Analytic and Reporting Server Custom Authentication
- Prerequisties to Installing PVLoader
- PRM Analytics and Reporting Installation
- PRM Installation Next Steps
- Progressing Engine Installation
- Progressing Engine Installation Results
- Progressing Engine Validation Checks
- PVLoader Non-Web Server Installation
- Subscription Set Up
- SSL Configuration
- Turbo Enterprise Scheduling Engine Installation Results
- Type Parameter
- Upgrading or Creating the PRM Data Mart Database
- Upgrading or Creating the PRM Transactional Database
- Verifying the Installation
- Web Server - PVEConfig.exe
- Web Server - PVEConfig.exe (continued)
- Web Server - Setting Up a Single-Language User Interface
- Web Server Installation
- Web Server Installation Results
- What to Do Next
- Planview Enterprise One – PRM Pre-Installation Readiness
- Advanced Help Topics
- Best Practices
- Technical Notes
- Planview Portfolios Product Releases
- 2022
- 2023
- January 2023 Release Notes for Planview Portfolios
- February 2023 Release Notes for Planview Portfolios
- March 2023 Release Notes for Planview Portfolios
- April 2023 Release Notes for Planview Portfolios
- May 2023 Release Notes for Planview Portfolios
- June 2023 Release Notes for Planview Portfolios
- July 2023 Release Notes for Planview Portfolios
- August 2023 Release Notes for Planview Portfolios
- September 2023 Release Notes for Planview Portfolios
- October 2023 Release Notes for Planview Portfolios
- November 2023 Release Notes for Planview Portfolios
- December 2023 Release Notes for Planview Portfolios
- Notice to On-Premises Customers: Monthly Product Updates for Planview Enterprise One – PRM and Planview Portfolios Ending in April 2023
- Planview Portfolios Quick Reference: Updates to Menus and Navigation Administration Reference – October 2023
- Planview Portfolios Quick Reference: Updates to Menus and Navigation – October 2023
- 2024
- January 2024 Release Notes for Planview Portfolios
- February 2024 Release Notes for Planview Portfolios
- March 2024 Release Notes for Planview Portfolios
- April 2024 Release Notes for Planview Portfolios
- May 2024 Release Notes for Planview Portfolios
- June 2024 Release Notes for Planview Portfolios
- July 2024 Release Notes for Planview Portfolios
- August 2024 Release Notes for Planview Portfolios
- September 2024 Release Notes for Planview Portfolios
- October 2024 Release Notes for Planview Portfolios
- November 2024 Release Notes for Planview Portfolios
- December 2024 Release Notes for Planview Portfolios
- 2025
- Planview Portfolios Known Issues and Usage Considerations
- Planview Portfolios New Feature Upgrade Guide
- Administration - Architecture Enhancements
- Administration - Attribute Management Enhancements
- Administration - Configured Screens
- Administration - Database Management Enhancements
- Administration - Financial Management Enhancements
- Administration - Lifecycles
- Administration - Menu, Ribbon and Tile Enhancements
- Administration - Organizational Resources Enhancements
- Administration - Rate Administration Enhancements
- Administration - System Configuration Enhancements
- Administration - User / Resource Administration Enhancements
- Analytics and Reporting - Data Source Enhancements
- Analytics and Reporting - FastTrack Analytics Enhancements
- Analytics and Reporting - Power BI Enhancements
- Analytics and Reporting - Report Tiles (SSRS) Enhancements
- Changes, Risks and Issues (CRI) Enhancements
- Dependency Management
- Financial Planning - Excel Download / Import Enhancements
- Financial Planning - Expenditure Enhancements
- Financial Planning - Financial Administration Enhancements
- Financial Planning - Financial Column Enhancements
- Financial Planning - Financial Planning Detail Enhancements
- General / Navigational Enhancements
- Connectors and Integrations Enhancements
- Investment and Capacity Planning - Financial Planning Enhancements
- Investment and Capacity Planning - General / Navigational Enhancements
- Investment and Capacity Planning - Planning Views and Column Set Enhancements
- Investment and Capacity Planning - Reporting Enhancements
- Investment and Capacity Planning - Scenario Planning Enhancements
- Investment Dependencies
- Outcomes - General / Navigational Enhancements
- Outcomes - Portfolio View and Column Set Enhancements
- Outcomes - Roadmap Enhancements
- Outcomes - Screens
- Progressing Engine Enhancements
- Requests Enhancements
- Resources
- Resource Management and Assignments - Assignment Management Enhancements
- Resource Management and Assignments - Column Set Enhancements
- Resource Management and Assignments - Effort Profile Enhancements
- Resource Management and Assignments - General / Navigational Enhancements
- Resource Management and Assignments - Reporting Enhancements
- Strategy - General / Navigational Enhancements
- Strategy - Portfolio View and Column Set Enhancements
- Strategy - Roadmap Enhancements
- Strategy - Screens
- Time Reporting Enhancements
- Web Services Enhancements
- Work - Screens
- Work and Assignments - Action Item Enhancements
- Work and Assignments - Assignment Management Enhancements
- Work and Assignments - Baseline Management Enhancements
- Work and Assignments - Column Set Enhancements
- Work and Assignments - General / Navigational Enhancements
- Work Delivery Enhancements
- Work Portfolio View
- Tips and Tricks
- Planview Portfolios Glossary
