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Planview PPM Pro
Getting Started
Getting Started
New to PPM Pro? Read This First...
Online Help
System Requirements
PPM Pro Customer Care
Browsers and Multiple Users, Zooming
Changing your password
Setting User Preferences
Uploading Resource Photo
About the ID Inspector
Legacy Training Videos
Task Scheduling View: Editing Task Details and Adding Resources
Getting around the PPM Pro User Interface
PPM Pro Header
Navigation Toolbar
The Main Content Area (Grid)
Bookmarks and Favorites
Printing Entity List Pages
Tips for Working With PPM Pro Fields
Copying URLs and Rows
Changing Page Layout
Viewing Change History
Searching in PPM Pro
About PPM Pro Home
Entering Project Time Tutorial
Welcome
Open a Timesheet
Add an Entry to the Timesheet
Select a Category
Navigating Around the Timesheet
Choose a Project
Select a Task
Enter Time
Add a Note
Submit your timesheet
What's next?
Responding Quickly in Times of Change
Ensure Work Delivery Aligns to Strategy as Projects and Priorities Shift
Adjusting PPM Pro Project and Task Work
Accounting for Changes to People Resource Availability
Managing Financial Changes
Reprioritizing and Re-planning New and Existing Work
Visualizing the Impacts of Change in PPM Pro
Getting the Most out of PPM Pro
What's Cookin'?
Calculated Fields Cookbook
Dashboards Cookbook
Financial Summary: Cookbook
Reports Cookbook
Request Gate Approval Cookbook
Strategies
PPM Pro Business Value
Savvy PMO Guides
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 Reports and Dashboards
Stepping into Permissions Management
Reducing Workload through Integrations
FAQs
Got Questions?
Calendars, Dates
Capacity, Hours
Dashboards, Reports
Divisions, Departments
Field Formatting
Groups
Hierarchy, Units
Permissions FAQ
Projects, Tasks FAQ
Requests FAQ
Timesheets FAQ
Users, Resources
User Interface
Tips & Timesavers
How to Get Help
Admin
General UI
Projects, Tasks, Issues
Reports, Dashboards, and Filters
Resources
Time
PPM Pro Entities
General
Associating Selected Tasks/Issues
Changing Entity Owners
Customizing the Entity List by Category
Printing the Entity List
Tips for Working with PPM Pro Fields
Working with the Card View
Organization
About the Organization
PPM Pro Entity Hierarchy
Detailed Hierarchy
Creating Divisions (was Business Unit)
About Divisions
Creating Divisions
Editing Divisions
Creating Division Teams
Creating Departments (was Program)
About Departments
Creating Departments
Creating Department (Program) Teams
Department Rights
Department Info tab
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
Stepping Into Resource Management
Working with the Resources List page
Assigning or Changing Organization Roles
Filling Out a Skills Profile
Using the Resource Workbench
About the Resource Workbench
Resource Workbench Tips
Configuring the Resource Workbench
Using the Workbench Filters
Creating Staffing Entries
Finding Eligible Demand
Assets
About Assets
Working with the Asset List page
Printing the Assets List
Creating an Asset
Projects
Encouraging Adoption by Project Managers, Resource Managers, and Others
Project FAQs
About Projects
Working with the Project List page
Printing the Projects List
Using the Project Gantt Chart
Status Comments
Project Basics
Working with the Project View
Project Settings
How to Control Project Time Entry
Resource Planning Mode (project vs task)
Creating Projects
Creating a Project Template
Creating Projects from a Template
Editing and Deleting Projects
Bulk Editing
Copying a Project
Deactivating Project Templates
Creating Project Teams
Adding a Portfolio to a Project
Identifying roles on a projects
Associating Projects
Creating Soft Project Dependencies
Baselines
About Baselines
Creating, Editing, and Deleting Project Baselines
Comparing Staffing Baselines to Current Resource Staffing
Creating a Project Baseline Report
Financial Entries
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
Rollups and Reports
Tasks
About Tasks
Using Tasks for Iterative Work
Working with the Task List
Using the Spreadsheet-Style Task Editor
Using the Task Gantt Chart
Using the Task Timeline
Calculating Project and Task % Complete
Managing Tasks with PPM Pro for Mobile
Task Basics
Working with Tasks (Create, Edit...)
Copying and Moving Tasks
Setting a task to inactive
Task Modes
Task Billing Types
Creating alerts
Critical Path
Running task reports
Associating Entities
Keyboard Shortcuts
Printing the Entity List
Task Schedules and Estimates
Overview - Task Schedules
Creating Task Schedules
Using the Inline (Quick) Scheduler
Creating Task Time Estimates
Task Costs, Revenue, and Budgets
About Capital Costs
Creating Task Budgets
Fixed Bid Revenue Allotments
About Allotments
Creating Allotments
Editing and Deleting Allotments
Managing Fixed Bid Invoices
Dates
About Dates and Rollups
Scheduling Tasks on Weekends
Setting Task Duration/Milestones
Shifting Task Dates
Task Complete Date and HTC
Dependencies
About Dependencies
Dependency Lag & Lead
Creating Soft-Project Dependencies
Creating Dependencies
About Cross-Project Dependencies
Creating Cross-Project Dependencies
Resolving Conflicts
Constraints
Changing Constraint Types and Dates
Task Constraint Types
Project Logs/Issues
About Project Logs/Issues
Working with the Project Logs List page
Printing the Project Log/Issues List
Creating Project Logs/Issues
Copying or Moving Issues Between Projects
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 Entities
Creating New Entities From Requests
Request Notes and Attachments
Scoring Requests
Alerts, Attachments, and Notes
About Alerts
Configuring your alert inbox
Editing Alerts
About Attachments
Adding Threaded Notes to an Entity
Attaching Files and URL Links to an Entity
Notifications (Planview Admin)
Time Management
Timesheets FAQ
Improving Adoption by Time User and Timesheet Approvers
Entering Time
Timesheet Overview
Working with Timesheets
Timesheet Tips
Entering Time
Pre-loading Timesheet Entries (Pinning)
Submitting Timesheets
Timesheet Notes
Timesheet History
Timesheet Guidelines
About HTC
Approving Time
Working with Timesheet Approvals
Configuring Timesheet Approvers
Approving Timesheets
Managing Resource Time - Time Admin
Reversing Timesheet Approval
Managing Rates
Timesheet Reporting
Timesheet Reports Overview and Examples
Using PPM Pro for Mobile for Entering and Approving Time
Using PPM Pro For Mobile
Configuring Preferences
Entering Time
Pre-loading Timesheet Entries (Pinning)
Timesheet Notes
Timesheet Guidelines
Approving Timesheets for Mobile
Send Reminder to PM Approver
PPM Pro for Mobile
Using PPM Pro for Mobile
Using PPM Pro for Mobile
Configuring Preferences
Entering Time
Pre-loading Timesheet Entries (Pinning)
Approving Timesheets for Mobile
Managing Tasks
Timesheet Notes
Timesheet Guidelines
Send Reminder to PM Approver
Reports
Getting Started with Reports
Reports - Transition Topics
FAQs Reports
Reporting - Then and Now
Transitioning to New Reports
Report Basics
Reports Overview
Report Teams and Permissions
Working with the Reports List (Grid) Page
Creating, Editing, Deleting Reports
Running and Viewing Reports
Exporting and Printing Reports and Dashboards
Using the Report Designer
General Tab
Data Tab
Understanding the Field Path
Field-Level Filters
Configuring Conditional Background Colors
Display Tab
Formatting List Reports
Formatting Column Values
Grouping and Sorting List Reports
Creating Stacked List Reports
Creating Drill Down Links
Formatting Gantt Reports
Variable Settings Tab
Team Tab
Speciality Reports
Permissions
Scoring Reports
Time Series Reports
Capacity and Demand Reporting
Reports Cookbook
Actual Hours by Project Category for Past 3 Months
Allocated Cost by Role
Allocated Hours by Project
Allocated Hours by Project Category for Next 3 Months
Applications by DBMS
Capacity and Demand Project-Role-Resource
Capacity and Demand Resource-Project-Role
Capacity and Demand Role-Project
Capacity vs. Project Allocations vs. Timesheet Hours
Financial Entries by Category
Financial Summary Full Structure
Financial Summary Top-Level Structure Only
Group Membership
Intake Pipeline
Intake Request Risk vs. Value
Permission Profiles allowing Create Project
Planned versus Actuals
Portfolio Budget and Projects
Portfolio Costs Over Time
Portfolio Hierarchy with Project Details Considering % to Include
Portfolio Project Status
Portfolio Roadmap
Projects by Category with Priority Stacks
Projects by Priority and Status
Project % Complete
Project Actuals vs Estimated Hours
Project Financials by Business Objective for a Portfolio
Project Financial Entries
Project Logs
Project Overview
Project Permissions
Project Scores by Scoring Category
Project Scores with Details
Project Staffing
Request Associated Projects with Project Status
Request Average Days at Gates
Request Gate Actions
Resources - Allocated vs Capacity Hours Time Series
Resource Average Days at Request Gate
Resource Average Days per Request Action
Resource Permissions
Resource Roles and Allocations
Resource Workbench Allocations aka Bottom Half of Home/Resources View
Resource Workbench Utilization aka Top Half of Home/Resources View
Role - Allocated vs Capacity Hours Time Series
Simple Project Financials Comparison
Simple Project Time Series
Task Hierarchy
Tiles
Timesheets for this Week
Timesheet Entries by Project-Task-Resource
Timesheet Entries for a Resource by Category and Entry Type
Timesheet Entries for this Week
Timesheet Entries Totaled by Project and Resource
Total Cost of Ownership
Total Forecasts and Actuals
Unit Hierarchy
User Login Information
Dashboards
Dashboards - Transition Topics
Dashboards - Then and Now
FAQs Dashboards
Setting Up Overview Dashboards
Dashboard Basics
About Dashboards
Dashboard Teams and Permissions
Working with the Dashboards List (Grid) Page
Creating, Editing, Deleting Dashboards
Running and Viewing Dashboards
Printing and Exporting Dashboards and Reports
Using the Dashboard Designer
General Tab
Content Tab
Display Tab
Scope Tab
Team Tab
Editing Report Components in Dashboards
Dashboards Cookbook
Application Portfolio Management Dashboard
Demand Management Dashboard
Executive Overview Dashboard
Portfolio Overview Dashboard
Project Status Dashboard
Resource Management Dashboard
OData Setup (R2D2)
Published Dashboards
Overview of Published Dashboards
How to Publish Dashboards
Schedules and Notifications
Published Dashboard Authentication and IP Restrictions
Viewing Published (and Previously Published) Dashboards
Filters
About Filters
Ad-Hoc Filters
Creating Filters
Working with Filters
Sharing Filters
Reports and Dashboards (Legacy)
Reports (Legacy)
About Reports (Legacy)
Reports and Permissions/Viewing Rights
Working with the Reports List page
Reporting Against Projects Included in Multiple Portfolios
Reporting On Associated Entities
OData Setup (Legacy)
Creating and editing reports
Overview of report creation
About the Report wizard
Choosing the report source
Primary and related entities
Specifying the basic report details
Defining output options
Drilldown links
Configuring report output
Bubble charts
Column charts
Crosstab List reports
Gantt charts
Hierarchical List reports
Multi-column List Reports
List reports
Pie charts
List/Chart options
Filters and reports
Sharing Reports and Dashboards (Visibility)
Saving and running reports
Overview of running reports
Running Reports
About runtime filters
Setting the Frequency of Resource Planning Reports
Saving Report Outputs
Viewing report results
The Report History page
Using the report viewer
Printing reports
Exporting report data
Audit History Report
Configuring Audit History Reports
Field Descriptions Report
Field Descriptions
Documenting the User Interface
Example Report Output Types
Example Pie Chart
Example Bubble Chart
Example Column Charts
Example Crosstab Report
Example Hierarchical Report
Example Gantt Report
Capacity and Demand Report Examples
KPI Trend Reports
Configure Key Performance Indicator (KPI) Trend Reports
How to Set Up KPI Trend Fields for Data Collection
Reporting on Calendar Events
Reporting on Calendar Events
Dashboards (Legacy)
About Dashboards
Working with the Dashboards List page
Creating dashboards
Overview of dashboard creation
About the Dashboard wizard
Specifying the basic dashboard details
Laying out the dashboard
Configuring dashboard components
Viewing and Publishing Dashboards
Saving and viewing dashboards
Exporting Dashboards to Excel
Linking to dashboards
Printing dashboards
Publishing Dashboards
Project Staffing
Direct Project Resource Planning
About Project-Level Resource Planning
Resource Planning Terms and Influences
Creating Allocations
Staffing Screen Quick Tour
Expressing Demand - Allocation Units
Configuring the Staffing Screen Display
Allocating Resources to Projects
Allocating Roles to Projects
Using Advanced Search Options
How to Evaluate Resource/Role Availability
Contouring Allocations
Shifting and Extending Allocations
Deleting/Replacing/Unstaffing Allocations
Viewing Allocation History
Changing Resource Planning Mode
Synchronizing Allocations After Updating the Calendar
Bulk Deleting Allocations from a Project
Billing Rates
Global Project Changes - Re-plan Wizard
Shift/Extend Examples
Example: Custom Contours based on Hours
Example: Custom Contours based on Monthly Headcount
Example: Custom Contours Based on Weekly Headcount
Overview
Scheduling Resources to Tasks
Bulk Scheduling Resources to a Task
Shift/Extend Examples
Example: Automatic Contours Based on Headcount
Example: Automatic Contours based on Hours
Managed Project Resource Staffing
About Managed Resource Staffing
How to Request Staffing
Working with the Managed Project Staffing Screen
Staffing Status Definitions
Creating Resource Staffing Requests
Proposing Staffing Assignments
Cancelling a Staffing Request
Directly Staffing Allocations
Change Requests
Change History
How to Fullfill Staffing
Working with the Resource Staffing Screen
Using Edit/Staff Resource dialog
Fullfilling Staffing Requests
Partially Fullfilling Staffing Requests
Routing Requests to Another Staffer
Declining Staffing Requests
Task Resource Planning
Task Estimates & Schedules
Project Financials
Setting Up Permissions for Project Financials
Using Project Financial Entries
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
Using the Financial Summary
About the Financial Summary
Working with the Financial Summary
Replacing Existing Financial Summary Structures
Checking the Numbers
Financial Summary PMI Metrics
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
Financial Summary Overview for Administrators
Setting Up Data Streams, Calculation Details for Financial Metrics
Creating Fields for the Financial Summary
Working with the Summary View
Calendars
About Calendars
About Project calendars
About Resource calendars
Base calendars
Changing a base calendar
Using effective dates for base calendars
About Events and Working Hours
Creating events
Resource Capacity Planning
Capacity, Staffing & Demand
About Capacity and Demand
What-If Planning
About the What If Scenario Workbench
Working with the What If Scenarios list page
Creating a scenario
Using the What If workbench
Manipulating data in scenarios
Setting scenario visibility
Scoring Projects and Requests
Overview
About scoring
Scoring roles
Project Scoring
Project Scoring Permissions
Assigning a scoring profile to a project
Scoring a Project
Locking project scores
Viewing project scores
Synchronizing criteria that are tied to lookup lists
Request Scoring
Request Scoring Permissions
Assigning a scoring profile to a request category
Scoring Requests
Locking request scores
Viewing request scores
Predictive Portfolio Analysis (PPA)
PPA
PPA FAQs
Predictive Portfolio Analysis
Setting up the PPA environment
Interpreting Capacity
Working with Scenarios List page
Creating a Scenario
Understanding Scenario Output
Comparing Scenarios
Impact Analysis
Impact Analysis
About Impact Analysis
Using Impact Analysis
Planview Solution Integrations (Flex)
PPM Pro and AgilePlace Integration (v1)
Setting up the PPM Pro - AgilePlace Integration (Phase 1)
Using PPM Pro and AgilePlace (Phase 1)
PPM Pro and AgilePlace Integration (v2)
Setting up the PPM Pro - AgilePlace Integration (v2)
Using PPM Pro and AgilePlace Integration (v2)
FAQ: PPM Pro -> AgilePlace V2 Integration
PPM Pro and ProjectPlace Integration (v1)
PPM Pro and ProjectPlace FAQs
Before You Begin - PPM Pro and ProjectPlace
Setting up the PPM Pro - ProjectPlace Integration
Using PPM Pro and ProjectPlace
PPM Pro and Projectplace Integration (v2)
PPM Pro and ProjectPlace FAQs
Before You Begin - PPM Pro and ProjectPlace
Configure the PPM Pro - ProjectPlace Integration
Using PPM Pro and ProjectPlace
PPM Pro Administrator Documentation
Overview
About Admin
System Settings
System Requirements
Authentication
IP Restrictions
Setting Up or Editing Passwords
Localization Support
Scheduled Jobs
Set Up Data Collection for Trend Fields
Organization setup
Adjusting System Colors
Configuring Organization-Wide Settings
General Data Protection Regulation (GDPR)
Configuring Global Resource Settings
Set Up Offices and Regions
Creating Organization Calendars
About Organization calendars
Working with the Organization calendars list page
Creating and editing Organization calendars
About Events and Working Hours
Base Calendars
Configuring Calendar Update Alerts
Setting working hours
Viewing Organization Calendar References
Resources
About Resources
Resources: Out-of-the-Box Fields
Resource Info
Creating, Deleting, and Terminating Resources
Creating a Resource Skills Profile
Organizing Resources
About the Organization hierarchy
Working with the Organization Hierarchy
Creating/Deleting Units
Users
Adding A User to One or More Groups
Creating or Editing Passwords
Creating Users
Editing and Deactivating Users
User Rights
Roles
About Roles
Creating Organization Roles
Creating Organization Role Groups
Creating/Populating Org Hierarchy
Tools for Importing the Hierarchy
Adding Resources to Units
Transferring Resources between Units
Viewing and Editing Unit Details
Giving Users Special Access to a Unit
Associating Units with Portfolios or Projects
Controlling Access: Groups, Teams, and Profile-Based Permissions
Stepping Into Permissions Management
Permissions Overview
User Types/Permissions
Confidential Projects
Granting Administrative Privileges
Report Source Authorization
Reporting on Permissions
Groups
About Groups
Out-of-the Box (Standard) Groups
Adding Users To Groups
Creating User-Defined Groups and Adding Group Members
Creating Filter-Based Groups
What Groups/Teams Am I On?
Profile-Based Permissions
About Profile-Based Permissions
Out-of-the Box Permission Profiles
Implied Permissions for Entity Owners
Working with Permission Profiles
Creating Permission Profiles
Bulk Sharing Permissions
Using the Permissions Explorer
Issue/Project Log Permissions
Profile-Based Permissions for Issues/Project Logs
Project Permissions
Overview: Profile-Based Permissions for Projects
Setting a Default Profile
Who Has Permissions on my Project?
Project Permissions Examples Cookbook
How Do I Grant Units Access to Specific Projects
Request Permissions
Profile-Based Permissions for Requests
Staffing Permissions
About Staffing Permissions
Creating Staffing Permission Profiles
Task Permissions
Profile-Based Permissions for Tasks
Entity Team Permissions
Creating Permissions-Based Entity Teams
About Entity Team Permissions
Adding Members to Profile-Based Teams
Timesheet Administration
About Timesheet Administration
Configuring Timesheet Rules and Settings
Activating/Generating/Deleting Timesheets
Automatic Timesheet Approval
Normalizing costs
Configuring Timesheet Alerts
Overview of Timesheet Alerts
Working with Timesheet Alerts
Creating a Timesheet Alert
Default Timesheet Alerts
Setting Up Internal Rates
About Rates
Finance Settings
How Costs Are Calculated
Project-Level Finance Settings
Viewing Rate Values on Project Staffing Grid
Setting Up Internal Rate Tables
Finance Permissions
Fiscal Year and Finance Month
One Rate vs Two Rates
Creating Internal Rate Tables
Effective Dates
Custom Rates
Assigning Rates to Roles and Resources
Assigning Rates
Viewing Rate History
Who Is a Rate Assigned To?
Importing 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
Importing Data
Importing/exporting tasks
Microsoft Project (MSP) and PPM Pro
Parent Entity IDs
Card View Setup
Project Logs/Issues
Creating Categories for Project Logs/Issues
Configuring Available Fields
Designing the Details Page
Project Logs/Issues: Out of the Box Fields
Laying Out the Grid Columns
Portfolios and Assets
Creating Classes for Assets and Portfolios
Creating Categories for Assets
Creating Categories for Portfolios
Configuring Available Fields
Creating Field Restrictions
Designing the Details Page
Portfolios: Out of the Box Fields
Designing the Finances Panel
Laying Out the Grid Columns
Laying Out the Grid Fields
Projects
Creating Categories for Projects
Configuring Available Fields
Creating Field Restrictions
Designing the Details Page
Projects: Out of the Box Fields
Designing the 'Additional Details' Page
Designing the Project Settings page
Laying Out the Grid Columns
Health Profiles
Mapping Health Profiles
About PMO Locking
Requests
Request FAQs - Admin, Setup
Requests Overview for Administrators
Permissions for Requests
Requests: Out of the Box Fields
Creating Categories for Requests
Configuring Available Fields for Requests
Creating Field Restrictions for Requests
Creating Custom Fields for Requests
Mapping Request Fields to Fields in Associated Entities
Designing Request Forms (Details)
Designing Cards for Requests
Configuring Request Notifications
Laying Out the Grid Columns for Requests
Gates
Creating and Deleting Gates
Configuring Gate Fields/Show on New
Configuring Gate Approvers
Configuring Gate Flow
Gate Approval Cookbook, Videos
Gate Approval Example - Screenshots
Gate Skipping Examples
Configuring Searchable Fields
API and Data Import for Requests
Setting Up Request Scoring
Tasks
Creating Categories for Tasks
Configuring Available Fields
Creating Field Restrictions
Designing the Details Page
Tasks: Out of the Box Fields
Laying Out the Grid Columns
Managing Lookup Lists and Status Lists
About Lookup Lists and Status Lists
Creating a Lookup List
Adjusting System Colors
Setting up Managed Staffing
Administering Managed Staffing
Staffing Routing
About Staffing Routing Alerts
Configuring Staffing Routing Alerts
Assigning Designated Staffers
Creating Calculated Fields
About calculated fields
Working with the Calculated Fields list page
Supported Data and Display Types
Supported Color Keywords
Functions
Calculated Fields Cookbook
Creating calculated fields
Overview of creating calculated fields
Specifying basic details for calculated fields
Using the formula editor
Example: Using AND and OR
Working with Health Profiles
About Health Profiles
Creating, Editing, Deleting Health Profiles
Applying Health Profiles
Creating Scoring Profiles
Setting up scoring components
Creating scoring categories
Creating scoring criteria
Categories for Scoring
Creating a scoring profile
Creating scoring profiles
Specifying weights for criteria and categories
Assigning a scoring profile to a project or request type (legacy
Deactivating a scoring profile
Scoring and filter teams (legacy requests)
Adding users to a scoring team
Creating and editing scoring filters
Adding users to a scoring filter team
Integration
Integrating with PPM Pro
About Web Services
Getting Started with WS API
Best Practices and Other Basics
Tips for finding IDs
Field Types and IDs
Subtype IDs
Examples
Login
Get Available Fields for a Simple Entity
Get Available Fields for a Complex Entity
Get Specified Field Values for an Instance of an Entity
Return a List of Specified Field Values for All Entities of a Certain Type
Create a New Entity (API)
Create a User for a Resource (API)
Scheduling a Task
Creating a Request Using the API
Update a PPM Pro Entity
Reference
Computed Fields
Default Entity Fields
Task
Multi-Currency Support
Multi-Currency: Getting Started
Multi-Currency Overview
Currency Permissions
Effective Dates for Currency Exchange Rates
Creating Currency Tables
Assigning a Currency to a Project
Assigning a Currency to a Request
Assigning a Currency to Roles and Resources
Multi-Currency and Reports, Dashboards and Filters
Product Releases
New Features and Release Notes
2022 Release Notes Archive
What's New - April 2022
What's New - August 2022
What's New - December 2022
What's New - February 2022
What's New - January 2022
What's New - July 2022
What's New - June 2022
What's New - March 2022
What's New - May 2022
What's New - November 2022
What's New - October 2022
What's New - September 2022
2017 Release Notes Archive
July 2017 Patch # 1
June 19, 2017 - Patch 3
June 30, 2017 - Patch 4
May 19, 2017 - Patch #2
Release Notes - March 17, 2017
What's New - April 21, 2017
What's New - August 2017
August 2017 Patch - Friday August 25, 2017 10PM PST
August 2017 Patch - Friday Sept 1, 2017 10PM PST
What's New - December 2017
What's New - July 2017
What's New - June 16, 2017
What's New - March 17, 2017
What's New - May 19, 2017
What's New - November 2017
What's New - October 2017
What's New - September 2017
2018 Release Notes Archive
What's New - April 2018
What's New - August 2018
What's New - December 2018
What's New - February 2018
What's New - January 2018
What's New - July 2018
What's New - June 2018
What's New - March 2018
What's New - May 2018
What's New - November 2018
2019 Release Notes Archive
Original WSDL vs Updated WSDL
What's New - April 2019
What's New - August 2019
What's New - December 2019
What's New - February 2019
What's New - January 2019
What's New - July 2019
What's New - June 2019
What's New - March 2019
What's New - May 2019
What's New - November 2019
What's New - October 2018
What's New - October 2019
What's New - September 2018
What's New - September 2019
2020 Release Notes Archive
What's New - April 2020
What's New - August 2020
What's New - December 2020
What's New - February 2020
What's New - January 2020
What's New - July 2020
What's New - June 2020
What's New - March 2020
What's New - May 2020
What's New - November 2020
What's New - October 2020
What's New - September 2020
2021 Release Notes Archive
What's New - August 2021
What's New - December 2021
What's New - January 2021
What's New - July 2021
What's New - November 2021
What's New - April 2021
What's New - February 2021
What's New - June 2021
What's New - March 2021
What's New - May 2021
What's New - October 2021
What's New - September 2021
2023 Release Notes Archive
What's New - April 2023
What's New - August 2023
What's New - December 2023
What's New - February 2023
What's New - January 2023
What's New - July 2023
What's New - June 2023
What's New - March 2023
What's New - May 2023
What's New - November 2023
What's New - October 2023
What's New - September 2023
2024 Release Notes
What's New - January 2024
What's New - February 2024
What's New - March 2024
What's New - April 2024
What's New - May 2024
What's New - August 2024
What's New - July 2024
What's New - June 2024
What's New - November 2024
What's New - October 2024
What's New - September 2024
Newsletters and Announcements
Planview PPM Pro Newsletters
PPM Pro Release Process
Announcements
Archived Announcements
Announcement: Changes to How Users Are Added to Groups Targeted for June Release
Announcement: Move to Parature
Announcement: PPM Pro Inner Circles
Announcement: Strict XSS Protection
Cutover to DNS Subdomains
Planview Innotas is now Planview PPM Pro!
Planview Investment in PPM Pro Infrastructure
TLS 1.0 End of Life
Upcoming API Changes: Custom Date-Time Fields and Timezones
WS API Endpoint Change Required by March 23, 2018
Archived Articles
API Updates for Customers Using Profile-based Permissions for Projects
August 28 Permissions Webinar - Recording and PPT Slides
Creating a Cross-Project Dependency
Improved Lookup List Admin Facility
Internal Rates - July Update
Life After 190 Standard Reports - Or, How I Learned to Love Timesheet Alerts
Profile-Based Permissions for Projects: Additional Features/Updates with July Release
Profile-Based Permissions for Projects: Additional Features/Updates with June Release
Project Permissions Migration Guide
Quarterly Interval Display for Staffing and Resource Availability Contours
September 25 Project Permissions Webinar
Winter is Coming - Protect the Wall! Migrate (Your Project Permissions) to Safety!
Calculated Fields: Do the Right Thing!!!
PPM Pro Domain Name Change FAQs
PPM Pro Renewal Process
Planview PPM Pro Customer Webinars
2020 QandAs
PPM Pro August 2020 release: Q&A Transcript
PPM Pro July 2020 release: Q&A Transcript
PPM Pro November 2020 Release: Q&A Transcript
PPM Pro October 2020 Release: Q&A Transcript
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 the April 15 2020 Release
PPM Pro Q1 2020 Roadmap Q&As
PPM Pro Q2 2020 Roadmap Q&As
PPM Pro Q3 2020 Roadmap Q&As
PPM Pro September 2020 Release: Q&A Transcript
2021 QandAs
PPM Pro Q&As from April 2021 Release Webinar
PPM Pro Q&As from August 2021 Release Webinar
PPM Pro Q&As from February 2021 Release Webinar
PPM Pro Q&As from January 13 2021 Release Webinar
PPM Pro Q&As from July 2021 Release Webinar
PPM Pro Q&As from June 2021 Release Webinar
PPM Pro Q&As from March 2021 Release Webinar
PPM Pro Q&As from May 2021 Release Webinar
PPM Pro Q&As from November 2021 Release Webinar
PPM Pro Q&As from October 2021 Release Webinar
PPM Pro Q&As from September 2021 Release Webinar
2022 QandAs
Maximizing Value from PPM Pro: Customizing with Calculated Fields
PPM Pro April 2024 Q&A
PPM Pro August 2024 Q&A
PPM Pro February 2024 Q&A
PPM Pro June 2024 Q&A
PPM Pro March 2024 Q&A
PPM Pro May 2024 Q&A
PPM Pro October 2024 Q&A
PPM Pro Q&As from April 13 2022 Release Webinar
PPM Pro Q&As from February 16 2022 Release Webinar
PPM Pro Q&As from February 23 2022 Q1 Roadmap Webinar
PPM Pro Q&As from January 19 2022 Release Webinar
PPM Pro Q&As from June 15th Release Webinar
PPM Pro Q&As from March 16 2022 Release Webinar
PPM Pro Q&As from May 18 2022 Release Webinar
PPM Pro Q&As from October Release Webinar
PPM Pro Q&As from September Release Webinar
PPM Pro QAs from August Release Webinar
PPM Pro QAs from July Release Webinar
PPM Pro QAs from November Release Webinar
PPM Pro QAs from Q3 RoadmapWebinar
PPM Pro September 2024 Q&A
PPM Pro Q&As from November 13 2019 Release Webinar
PPM Pro Q&As from October 16 2019 Release Webinar
Requests End-To-End Webinar Q&As - December 4, 2019
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