Job Aids
This page contains all Planview Enterprise One - Process and Portfolio Management Job Aids. Job Aids are handouts that are useful for users to remind them of processes or product usage tips. We welcome suggestions for additional topics to cover. If you've made a handout that you want to share with the Planview Enterprise One user community, we can make it generic and share with others. Leave us a feedback at the bottom of the page, and we'll get back to you.
ctice for Monthly Updates (Instead of Major Releases)
Access a Resource Portfolio and Review Portfolio Tiles
Access a Timesheet and Add Activities
Approve or Disapprove Time for a Team Member
Changes, Risks, and Issues
Inter-Project Relationships
Navigate a Timesheet and Enter Time
Navigate a Timesheet and Enter Time (Weekly Option)
Project Financial Planning Detail
Project Milestones
Project/Work Portfolio View
Review Monthly Timesheet Summary Data
Review Status of Team Member Timesheets
Summarize Data in a Project/Work Portfolio
Work View
Working with Tiles
Access a Resource Portfolio and Review Portfolio Tiles
Access a Timesheet and Add Activities
Approve or Disapprove Time for a Team Member
Changes, Risks, and Issues
Inter-Project Relationships
Navigate a Timesheet and Enter Time
Navigate a Timesheet and Enter Time (Weekly Option)
Project Financial Planning Detail
Project Milestones
Project/Work Portfolio View
Review Monthly Timesheet Summary Data
Review Status of Team Member Timesheets
Summarize Data in a Project/Work Portfolio
Work View
Working with Tiles