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Videos

Getting Started | Admin | Permissions | Requests Projects & Tasks | Financials | Resources | Reports | Dashboards

 

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.

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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Creating Filters

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

Using Filters

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

 

 

 

Admin

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Admin – Organization Hierarchy Overview

This video provides an overview
of the organization hierarchy. 
Duration: 7 min.

Admin – Lookup Lists

This video provides an overview of Lookup Lists.
Duration: 7.5 min.

Admin – Data Import

This video demonstrates how to use the Data Import feature. 
Duration: 9 min.

Admin – Categories

This video demonstrates how to setup entity categories. 
Duration: 6.5 min.

 

Permissions

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Permissions Overview

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

Profile-Based Permissions
Overview

This video provides an overview of profile-based permissions.
Duration: 5 min.

Profile-Based Permissions
Global Rule

This video provides an overview of the profile-based permissions global rule. 
Duration: 6 min.

Profile-Based Permissions
Team Rule

This video provides an overview of the profile-based permissions team rule. 
Duration: 6.5 min.

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Profile-Based Permissions
Owner Rule

This video provides an overview of the profile-based permissions owner rule. 
Duration: 6 min.

     

 

Requests

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Requests Overview

This video provides an overview
of requests. 
Duration: 7 min.

Navigate the Requests
View

This video demonstrates how
to navigate the request list
and card views. 
Duration: 7.5 min.

   

 

Projects & Tasks

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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.

Task Dependencies

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

See About Cross-Project Dependencies article for more information.

 

Financials

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Project-Level Financial Entries Overview

This video provides an overview of project-level financial entries. 
Duration: 6 min.

Project-Level Financial Entries Exercise

This exercise video demonstrates the use of project-level financial entries. Duration: 6 min.

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.

 

 

 

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.

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.

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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.

     


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.