Getting Started
Logging In to Planview
- Getting Started
- Responding Quickly in Times of Change
- Getting the Most out of PPM Pro
- FAQs
- Strategies
- PPM Pro Business Value
- Encouraging Adoption by Project Managers, Resource Managers, and Others
- Encouraging Adoption by Time Users and Timesheet Approvers
- Stepping into Centralized Project Management
- Stepping into Portfolio Management
- Stepping into Resource Management
- Stepping into Work Intake and Requests Management
- Stepping into Permissions Management
- Reducing Workload through Integrations
- Tips & Timesavers
- PPM Pro Entities
- General
- Organization
- Creating Divisions (was Business Unit)
- Creating Departments (was Program)
- Portfolios and Applications
- Stepping Into Portfolio Management
- About Portfolios
- About Applications
- Working with the Portfolios List page
- Printing the Portfolios List
- Creating Portfolios
- Editing and Deleting Portfolios
- Portfolio Finances
- Adding an Asset to a Portfolio
- Associating Portfolios to Projects and Hierarchy Units
- Creating and Moving Sub-Portfolios
- Reporting Against Projects Included in Multiple Portfolios
- Resources
- Assets
- Projects
- Tasks
- About Tasks
- Working with the Task List
- Task Details
- Using the Spreadsheet-Style Task Editor
- Managing Tasks with PPM Pro for Mobile
- Task Schedules
- Concurrent Task Editing
- Using the Task Gantt Chart
- Task Basics
- Printing the Entity List
- Keyboard Shortcuts
- About Task Dates and Percent Complete
- Calculating Project and Task % Complete
- Dependencies
- Task Constraint Types
- Changing Constraint Types and Dates
- Task Modes
- Creating Task Budgets
- Task Billing Types
- Managing Fixed Bid Invoices
- Creating Task Time Estimates
- About Capital Costs
- Fixed Bid Revenue Allotments
- Project Logs/Issues
- Requests
- Key Differences Between Legacy and New Requests
- Transitioning from Legacy to New Requests
- Request FAQs - End User
- About Requests
- Managing Requests (Workflow)
- Working with the Requests List
- Working with the Card View
- Creating, Editing, and Deleting Requests
- Copying Requests
- Tracking the Progress of a Request
- Associating Requests and Creating New Entities
- Request Notes and Attachments
- Request Reporting
- Scoring Requests
- Alerts, Attachments, and Notes
- Time Management
- PPM Pro for Mobile
- Reporting Revamp (Beta)
- Known Issues - Reporting (Beta)
- FAQs Reports (Beta)
- Reporting - Then and Now
- Reports Overview (Beta)
- Report Teams and Permissions (Beta)
- Working with the Reports List (Grid) Page (Beta)
- Creating, Editing, Deleting Reports (Beta)
- Running Reports, Working with Report Output (Beta)
- Reports (Beta) Cookbook
- Reports (Beta) Treasure Map
- Reports, Dashboards, and Filters
- Filters
- Reports
- About Reports
- Reports and Permissions/Viewing Rights
- Working with the Reports List page
- Reporting Against Projects Included in Multiple Portfolios
- Reporting On Associated Entities
- OData Setup
- Creating and editing reports
- Configuring report output
- Saving and running reports
- Viewing report results
- Audit History Report
- Field Descriptions Report
- Example Report Output Types
- Capacity and Demand Report Examples
- KPI Trend Reports
- Reporting on Calendar Events
- Dashboards
- Project Staffing
- Project Financials
- Using Project Financial Entries
- Transitioning from Task to Project Level Expenses
- About Financial Entries
- Working with the Financial Entries Grid
- Creating Forecasts and Entering Actuals
- Entering and Distributing Values
- Associating Financial Entries with Tasks
- Notes and Attachments
- Financial Entry Reports
- Financial Reporting Fields
- Financial Rollups (Computed Fields)
- Using the Financial Summary (Beta)
- Setting Up Permissions for Project Financials
- Setting Up Project Financial Entries
- Transitioning from Task-Level to Project-Level Expenses
- Financial Entries Overview for Administrators
- Finance Settings
- Creating Categories for Financial Entries
- Configuring Available Fields for Financial Entries
- Creating Custom Fields for Financial Entries
- Creating Field Restrictions for Financial Entries
- Designing Details - Forecast and Actuals
- Financial Entries: Out of the Box Fields
- Laying Out the Grid Columns for Financial Entries
- Configuring Searchable Fields
- API and Data Import for Financial Entries
- Setting up the Project Financial Summary (Beta)
- Using Project Financial Entries
- Calendars
- Resource Capacity Planning
- Scoring Projects and Requests
- Predictive Portfolio Analysis (PPA)
- Impact Analysis
- PPM Pro Administrator Documentation
- Overview
- System Settings
- Organization setup
- Controlling Access: Groups, Teams, and Profile-Based Permissions
- Timesheet Administration
- Setting Up Internal Rates
- Setting Up Entities
- Self-Service Administration (SSA)
- Self-Serve Admin Workflow
- Determining Field Values: Order of Precedence
- Required vs Mandatory Fields
- Configure Searchable Fields
- Changing Filter, Report, and Dashboard Ownership
- Importing Entity Data
- Project Logs/Issues
- Portfolios and Assets
- Projects
- Requests
- Request Field Mapping (legacy)
- Tasks
- Managing Lookup Lists and Status Lists
- Setting up Managed Staffing
- Creating Calculated Fields
- Working with Health Profiles
- Creating Scoring Profiles
- Integration
- Reference
- Default Entity Fields
- Multi-Currency Support
- Product Releases
- New Features and Release Notes
- Newsletters and Announcements
- Planview PPM Pro Customer Webinars
- PPM Pro Q&As from the April 15 2020 Release
- PPM Pro Q&As from February 19 2020 Release Webinar
- PPM Pro Q&As from January 15 2020 Release Webinar
- PPM Pro Q&As from March 18 2020 Release Webinar
- PPM Pro Q&As from November 13 2019 Release Webinar
- PPM Pro Q&As from October 16 2019 Release Webinar
- PPM Pro Q1 2020 Roadmap Q&As
- PPM Pro Q2 2020 Roadmap Q&As
- Requests End-To-End Webinar Q&As - December 4, 2019
- Release Notes Archive 2018
- Community Discussions
- PPM Pro Training Center
