Dashboard Basics
Dashboard Teams and Permissions (Beta)
- Getting Started
- Responding Quickly in Times of Change
- Getting the Most out of PPM Pro
- What's Cookin'?
- 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
- 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
- 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
- Whiteboards
- 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
- 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
- Time Management
- PPM Pro for Mobile
- Reports
- Getting Started with Reports
- Reports - Transition Topics
- Report Basics
- Using the Report Designer
- Speciality Reports
- 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
- 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
- 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 (Legacy)
- Reports (Legacy)
- 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
- Scheduling Resources to Tasks
- Shift/Extend Examples
- Managed Project Resource Staffing
- Task Resource Planning
- Direct Project Resource Planning
- Project Financials
- Setting Up Permissions for Project Financials
- Using Project Financial Entries
- Using the Financial Summary
- 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
- Calendars
- Resource Capacity Planning
- Scoring Projects and Requests
- Predictive Portfolio Analysis (PPA)
- Impact Analysis
- Planview Solution Integrations (Flex)
- PPM Pro Administrator Documentation
- Overview
- System Settings
- Organization setup
- 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
- 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
- Project Permissions
- Request Permissions
- Staffing Permissions
- Task Permissions
- Entity Team 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
- Card View Setup
- Project Logs/Issues
- 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
- Configuring Searchable Fields
- API and Data Import for Requests
- Setting Up Request Scoring
- Tasks
- Managing Lookup Lists and Status Lists
- Setting up Managed Staffing
- Creating Calculated Fields
- Working with Health Profiles
- Creating Scoring Profiles
- 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
- Default Entity Fields
- 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
- 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
- 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
- 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
- 2021 Release Notes Archive
- 2023 Release Notes Archive
- 2024 Release Notes
- 2025 Release Notes
- Releases Summary - 2025
- What's New - January 2025
- What's New - February 2025
- What's New - March 2025
- What's New - April 2025
- What's New - May 2025
- What's New - June 2025
- What's New - July 2025
- What's New - August 2025
- What's New - September 2025
- What's New - October 2025
- What's New - November 2025
- What's New - December 2025
- 2026 Release Notes
- 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!
- Archived Announcements
- 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
- 2020 QandAs
- New Features and Release Notes
- PPM Pro Videos
