- Getting Started
- Getting the Most out of PPM Pro
- Videos
- Admin Organization Hierarchy Overview
- Admin – Categories
- Admin – Data Import
- Admin – Lookup Lists
- All Active Projects Timeline Gantt Report
- Application Overview
- Capacity and Demand
- Capacity and Demand Crosstab Report
- Create a Dashboard
- Create a Project
- Create a Report
- Creating Filters
- GDPR
- Internal Rates and Effective Dating
- Manage a Project
- Navigate the Projects List View
- Navigate the Requests View
- Navigating the Grid and Entity Details
- Navigating the PPM Pro Header
- Permissions Overview
- Portfolio Project Status List Report
- Profile-Based Permissions Global Rule
- Profile-Based Permissions Overview
- Profile-Based Permissions Owner Rule
- Profile-Based Permissions Team Rule
- Project-Level Financial Entries Exercise
- Project-Level Financial Entries Overview
- Project Health Pie Chart Report
- Project Health Portfolio Dashboard
- Publish a Dashboard
- Requests Overview
- Resource Workbench Allocation
- Resource Workbench Find Demand
- Resource Workbench Navigation
- Task Dependencies
- Timesheet Entry
- Using Filters
- 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 tab
- 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
- Using the Spreadsheet-Style Task Editor
- 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
- Issues
- 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
- Requests (legacy)
- About Requests
- Request Notes
- Lifecycle of a Request
- Working with the (Legacy) Requests List page
- Creating and Submitting Requests
- Editing and Deleting Requests
- Request Attachments
- Managing and Approving Requests
- Creating Requested Items
- Scoring a request
- Request Alerts
- Request Basic Info tab
- Request Status tab
- Request Info tab
- Printing the Requests List Page
- Alerts, Attachments, and Notes
- Time and Expense Management
- PPM Pro for Mobile
- 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
- Finance Reports
- Example Report Output Types
- Capacity and Demand Report Examples
- KPI Trend Reports
- Reporting on Calendar Events
- Dashboards
- 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, Exporting Data (Beta)
- Using the Report Designer
- Viewing Report Output (Beta)
- Project Staffing
- 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)
- Project Financial Summary
- 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 Entity Ownership
- Importing Entity Data
- Issues
- Portfolios and Assets
- Projects
- Project Financial Entries
- Requests
- Request Field Mapping (legacy)
- Request Gates (legacy)
- Request Types (legacy): Getting Started
- Tasks
- Managing Lookup Lists and Status Lists
- Setting up Managed Staffing
- Creating Calculated Fields
- Creating and Mapping Health Profiles
- Creating Scoring Profiles
- Integration
- Reference
- Default Entity Fields
- Multi-Currency Support
- Unreferenced topics
- Release Information
- New Features and Release Notes
- New Features and Release Notes - 2017 Archive
- Original WSDL vs Updated WSDL
- Release Notes Archive 2018
- 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
- Newsletters and Announcements
- Planview PPM Pro Customer Webinars
- New Features and Release Notes
- Community Discussions
