Setting up the Project Financial Summary (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
- 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
- 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
- Reporting on Calendar Events
- Dashboards (Legacy)
- Reports (Legacy)
- Project Staffing
- 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 (Beta)
- 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
- 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
- Projects
- Requests
- 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
- PPM Pro Training Center
- Videos
