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Planview Customer Success Center

Videos

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.

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Using Filters

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

Creating Filters

This video demonstrates how to
create filters. 
(recently updated from July release) 
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.

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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.

 

 


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.

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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.

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. Duration: 5 min.

 

Exercise: Project Health Portfolio Dashboard

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