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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
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
Baselines
Financial Entries
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
Task Schedules and Estimates
Task Costs, Revenue, and Budgets
Dates
Dependencies
Constraints
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)
