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Videos

New Feature Spotlight | Getting Started | Permissions | Projects | Resources | Reports | Dashboards

 

New Feature Spotlight

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Internal Rates and Effective Dating

Demonstrates the ability to apply effective dates to internal rates. Watch this video for an overview and examples! 
Duration: 5.5 min.

Task Dependencies

Demonstrates the use of
intra-project and cross-project dependencies.
Duration: 7 min.

See About Cross-Project Dependencies article for more information.

GDPR

Overview of how PPM Pro can assist with anonymizing personal data stored in PPM Pro to
support compliance with the 
GDPR regulation.
Duration: 6 min.

 


Getting Started

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Application Overview

This video provides an overview
of the Planview PPM Pro application. Duration: 8 min.

Navigating PPM Pro

This video provides an overview of navigating the PPM Pro header. Duration: 6 min.

Navigating the Grid and Entity Details

This video provides an overview of system navigation in the grid and entity details views.
Duration: 7 min.

Using Filters

This video provides an overview of using filters. Duration 2.5 min.

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Creating Filters

This video demonstrates how to
create filters.
Duration 6 min.

Timesheet Entry

This video provides an overview of Timesheet Entry including navigation of the timesheet facility and additional
timesheet features.
Duration 7 min.

Capacity and Demand

This video demonstrates how to track capacity and demand. These screens allow you to view your resource pools’ availability, and the projects they’re working on over a given duration.
Duration 4.5 min.

 

Permissions

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Permissions Overview

This video provides an overview of each permission type. 
Duration: 5 min.

 

 

 

 

Projects

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Navigate the
Projects List View

This video demonstrates how to navigate the Projects list view. Duration: 4.5 min.

Create a Project

This video demonstrates how to create a project. 
Duration: 6.5 min.

Manage a Project

This video demonstrates how to manage a project. Duration: 7 min.

 


Resources

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Resource Workbench Navigation

This video demonstrates how to navigate the Resource Workbench. Duration: 6 min.

Resource Workbench Allocation

This video demonstrates Resource Workbench allocation. 
Duration: 4.5 min.

Resource Workbench Find Demand

This video demonstrates Resource Workbench Find Demand. Duration: 5 min.

 


Reports

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Creating a Report

This video demonstrates how to
create a report. Duration 6 min.

Exercise:
Capacity and Demand
Crosstab Report

This video provides an exercise on how to build a capacity and demand Crosstab Report.
Duration 3.5 min.

Exercise:
All Active Projects Timeline
Gantt Report

This video provides an exercise on how to build an all active projects timeline Gantt Report.
Duration 4.5 min.

Exercise:
Project Health
Pie Chart

This video provides an exercise on how to build a pie chart report that displays the overall health of all open projects.
Duration 4 min.

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Exercise:
Portfolio Project Status List Report

This video provides an exercise on how to build a list report that displays the status of projects by portfolio.
Duration 5.5 min.

 

   


Dashboards

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Create a Dashboard

This video demonstrates how to create a dashboard. 
Duration: 6 min.

Publish a Dashboard

This video demonstrates how to publish a dashboard. (updated from August 2018 release)
Duration: 7 min.

 

Exercise: Project Health Portfolio Dashboard

This video provides an exercise on how to create a project health portfolio dashboard. 
Duration: 6 min.