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Aug 30, 2017
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Planview Portfolios

Fundamentals
- User Interface Basics
- Primary Navigation Bar Elements
- Banner Elements (Legacy UI)
- Using Planview.Me views in Planview Portfolios
- Ribbons and Tiles
- Portfolios
- Permissions
- Preferences
- Lifecycles
- Notifications
- Robotic Process Automation (RPA) Robot
- SharePoint
- Planview Portfolios Customer Care
Time Reporting
- Time Reporting Overview
- Manage Time Reporting and Timesheets
- Approving and Disapproving Time and Expenses (Overview)
Requests
- Managing Requests Overview
- Request Analytics and Reporting
Projects and Work
- Work Management Overview
- Using Work Management Screens Overview
- Creating Work
  - Creating Work
  - Creating the Work Schedule
- Plan and Schedule
- Work Financial Planning
- Execute and Track Progress
- Objectives and Key Results (OKRs) for Work
  - Objectives and Key Results Screen Basics for Work
- Sentiment Analysis
- Work Analytics and Reporting
  - Legacy Reports
Resources
- Resource Management Overview
- Assignments
- Resources Analytics and Reporting
Financial Management
- Financial Planning
- Financial Management Analytics and Reporting
- Business Rules of Financial Management and Financial Planning
Planning
- Planning Menu Basics
- Investment and Capacity Planning Concepts, Setup, and Tasks
- Scenarios
  - Managing Investment and Capacity Planning Scenarios
- Rank Investments
- Analyze Investments
  - Updating Investment Approval Status and Priority
    - Reviewing a Gantt Chart in Investment and Capacity Planning
    - Shifting Demand Financial Data
- Shift Investments
- Balance Investments
  - Updating Capacity and Demand Data in Investment and Capacity Planning
- Compare Investments
  - Comparing Multiple Scenarios
    - Comparing Planned Investments within Scenarios
    - Comparing Approval Decisions within Scenarios
  - Comparing a Plan to Its Work Plan Data
- Publish in Investment and Capacity Planning
- Preferences
  - Setting Investment and Capacity Planning Preferences
  - Setting Preferences for Financial and Investment and Capacity Planning
- Planning Analytics and Reporting
  - Understanding Impact Analysis Report Tiles
  - Create an Impact Analysis Report Tile
    - Export an Impact Analysis Report Tile
    - Understand: Impact Analysis Visual Out of Portfolio
Analytics and Reporting
- Ad-hoc Analysis
- Power BI
- FastTrack Analytics
- Enabling Support for Rich Text in Reports
- Microsoft Outlook Add-In
- Analyze Charts and Table Tiles
  - Planview Enterprise One Tiles
- OData Access for Planview Portfolios
- Tabular Models
Strategies
- Strategic Planning Overview
- Working with Strategic Entities
- Define a Strategic Plan's Schedule
- Strategy Baselines
  - Saving a Baseline for a Strategic Entity or Outcome in a Strategic Plan
  - Saving Baselines of All Strategic Entities in a Portfolio
- Strategic Financial Planning
- Strategic Entity Analytics and Reporting
  - Monitoring Strategic Baseline Performance
  - Balancing Investments
- Strategic Analytics and Reporting
- Objectives and Key Results (OKRs) for Strategies
  - Objectives and Key Results Screen Basics for Strategies
Outcomes
- Outcome Portfolio Management Overview
- Work with Outcomes
- Define the Outcome Plan's Schedule
- Outcome Baselines
- Request Management for Outcomes
- Outcome Analytics and Reporting
- Business Cases
Releases
- Release Management Screens
- Reviewing All Release Associations
- Reviewing Release Associations for an Outcome, Work Item, or Strategic Entity
- Setting a Release Date and Reviewing or Modifying Other Information for a Release
Content
- About Access Types
- About the Global Content and Template Content Folders
- Adding Content without Waiting for a Lifecycle Notification
- Checking In a Document or Undoing a Check Out
- Checking Out a Document
- Content Management Security
- Managing Content through the Review Content Screen
- Managing Content without Waiting for a Lifecycle Notification
- Opening the Review Content Screen
- Reviewing Content History
- Review Content Screen
- Searching for Content Files
- Setting Access Rights on Content Files
- Version Maintenance of Content
Contracts
- Creating New Contracts
- Associating Work with a Work Contract
Customers
- Defining a Profile for a New Customer
- Adding Contact Information to an Existing Customer Profile
- Associating Customers with Work
- Inactivating Customer and Contact Information Through the Customer Management Module
Administration
- Types of Administrators
  - Planview Administrator
  - Process Architect
  - Technical Administrators (On-Premises Customers)
- Administration Business Processes
  - Considerations for Usage and Performance
  - End-of-Year Administration Procedures
  - Sequence of Administration Tasks
- Administration Menu
- Users and Roles
  - Configuring Resources and Associated Users
    - General Data Protection Regulation (GDPR)
  - User Configuration
  - User Roles and Features
  - Allowing Planview Support Access to Your Environment
  - Giving Users Temporary Access to Your Environment
  - Managing OAuth Clients
    - Manage OAuth Clients Screen Basics
  - Notifying Users with Delinquent Timesheets
- Rates
  - Labor Costing
    - Cost Center Costing
    - Vendor Costing
  - Labor Rate Cards
  - Labor Rate Lookups
    - New Lookup Screen and Modify Lookup Screen Basics
  - Labor Rate Sets
  - Manage Payroll-code Sets
  - Managing Labor Rates
  - Overriding Rates
    - Rate Attribute Overrides
    - Rate Card Overrides
  - Project Rates and Project Rate Overrides
  - Rates Diagnostics Overview
  - Recoverable Labor Costs and Maximum Recoverable Hours
    - Recoverable Labor Costs and Maximum Recoverable Hours (Introduction)
      - Applying Maximum Recoverable Hours to a Resource
- Analytics and Reporting Administration
  - Configuring On-Demand Reports
    - Modifying the Default Location Where Client INI Files are Saved
  - Dataset Administration
    - Manage Datasets Screen Basics
  - Data Mart Administration
    - Configuring the Virtual Data Mart
  - Model Management
  - Reporting Content Management
  - Report Subscription Management
- Calendars
  - Associating Resources with Calendars
  - Creating Calendars
  - Managing the Standard Calendar and Alternate Calendars
  - Scheduling Standard Work
  - Setting Rules for the Standard Calendar
  - Update a Calendar Rule Screen
- Attributes - Financial Planning, Fields, and Alternate Structures
  - Attribute Best Practices
  - Manage Attributes Screen Basics
  - Editing Display Settings for an Attribute
  - Fields
  - Alternate Structures
  - Performing an IIS Reset
  - Calculation Details for Financial Metrics (NPV, ROI, IRR, Payback Period)
- Lifecycles
  - Before Adding a Lifecycle Model
  - Adding or Editing Lifecycle Models
  - Administer Lifecycles Screen Basics
  - CRI Lifecycle Models
    - Object and Action Types for Changes, Risks and Issues Lifecycle Models
    - Target Types for Changes, Risks and Issues Lifecycle Models
  - Designing a Process Flow
  - Lifecycle Steps, Actions, and Permissions
  - Outcome Lifecycle Models
    - Object and Action Types for Outcome Lifecycle Models
    - Target Types for Outcome Lifecycle Models
  - Requests Lifecycle Models
    - Object and Action Types for Requests Lifecycle Models
    - Target Types for Requests Lifecycle Models
  - Strategic Planning Lifecycle Models
    - Object and Action Types for Strategic Planning Lifecycle Models
    - Target Types for Strategic Planning Lifecycle Models
  - Support Ticket Lifecycle Models
    - Object and Action Types for Support Ticket Lifecycle Models
    - Target Types for Support Ticket Lifecycle Models
  - Work Lifecycle Models
  - z_Archive
- Menus, Tabs, and Ribbons
  - Configuring the Layout of Menus on the Menu Bar
  - Setting the Background Color of the Top of the Interface
  - Setting the Menu and Screen that are Displayed when Users Sign in to Planview Portfolios
  - Enabling or Disabling Menu Actions
  - Creating Default Ribbon Configurations
  - Adding Tabs to Entity View Screens
  - Configuring the Elements of the Plan Screen Based on User Role
  - Configuring the Elements of the Work and Assignments Screen Based on User Role
  - Enabling or Disabling Options on the Main Menu
  - Setting the Default Application Preferences
- Tile Management
  - Tile Management Screen Basics
  - Tile Management Screen Action Menu Options
  - Configuring a Tile to Appear on Specific Ribbons
  - Configuring Help Text for a Tile
  - Configuring the Metric Display on a Table Tile
  - Creating or Modifying a Customized Report Tile
  - Creating or Modifying a Customized Table Tile
  - Creating or Modifying a Power BI Premium Tile
  - Creating or Modifying a Shared Power BI Tile
    - New Power BI Tile Screen and Edit Power BI Tile Screen Elements
  - Enabling or Disabling a Tile
  - Enabling or Disabling Data Series for Configurable Charts
  - Enabling or Disabling the Analyze Tile
  - Setting and Removing the Required Feature to Use a Tile
  - Sharing and Unsharing Configurable Charts and Tables
- Structures
  - Primary Structures
- Configured Screens
  - Maintain Configured Screens - Screen Basics
  - Designing Configured Screens
  - Copying a Configured Screen
  - Creating a Configured Screen
  - Deleting a Configured Screen
  - Modifying a Configured Screen
  - Legacy Configured Screens
- Scripted Dialogs
  - About Combining Scripted Dialogs with Configured Screens
  - Adding or Modifying a Question and Question Responses
  - Adding or Modifying a Test and Test Values
  - Creating And-Or Environments
  - Creating a Scripted Dialog
  - Defining an Alternate Structure Action
  - Defining a Go To Action
  - Defining a Lifecycle Action
  - Defining a Numerical Accumulator Action
  - Defining a Text Buffer Action
  - Defining a Work Breakdown Structure Action
  - Modifying Scripted Dialogs
  - Key Functionality of Scripted Dialogs
  - Presentation of Scripted Dialogs
  - Preventing Changes to Alternate Structures from within the Work Detail Screen
  - Removing Items from a Scripted Dialog
- Columns and Column Sets
  - Adding Calculated Financial-Planning Columns
  - Adding Internal Rate of Return (IRR) Columns
  - Adding Payback Period Columns
  - Adding Subtotal Financial Planning Columns
  - Creating and Editing Column Sets
  - Defining Data Displayed in Subtotal Columns
  - Deleting Column Sets
  - Managing the Default Column Sets
- Configuration
  - Baseline Administration
    - Work Baseline Administration
    - Predefining Names of Project Baselines Through Master Baselines
    - Limiting Who Can Unlock a Project's Baselines
    - Predefining Names of Baselines through Baseline Types
    - Predefining Names of Work Baselines Through Baseline Types
  - Business Capabilities
    - Configuring the Product for Business Capabilities
  - Configurable Text
    - Showing or Hiding Configurable Text Keys on the Planview Portfolios Interface
    - Adding Keys and Values to the Edit Configurable Text Screen
    - Modifying Configurable Text Values
    - Exporting and Importing Configurable Text Keys and Values
    - Removing Values from the Edit Configurable Text Screen
  - Configuring Expenditures
  - Configuring Strategic Financial Management
  - Content Management Administration
    - Creating and Compressing the Content Management Search Index
    - Defining Content Management Rules
    - Working with Checked-Out Documents
  - Controlling Permissions Requirements for Associating Entities
  - Database Management
    - Requirements for Copying a Database
    - Database Management Screen Basics
    - Backing Up a Database or Deleting a Backup File
    - Copying a Database
  - Enabling the Strategic Management Options
    - Administer Organizational Resource Screen Elements
    - Enabling the Strategic Management Options
    - Making the Strategic Management Option Available
  - Global Options
    - Additional Functionality Global Options
    - Data Mart and Reporting Global Options
    - Dates Global Options
    - Expense Report Global Options
    - General Global Options
    - Lifecycles Global Options
    - Optional Products Global Options
    - Password Management Global Options
    - Planview Portfolios Add-In for Microsoft Project Global Options
    - Planview Shared Capabilities Global Options
    - Requests Global Options
    - Ribbon Options Global Options
    - Theme Global Options
    - Time and Billing Configuration Global Options
    - User Administration Global Options
    - Web Services Global Options
    - Work Archiving Global Options
    - Work Global Options
    - Work Management Global Options
  - Managing Settings for Objectives and Key Results (OKRs)
  - Mapping Fields for the Planview Portfolios Add-In for Microsoft Project
    - Planview Portfolios Add-In for Microsoft Project Mappings
  - Providing Access to the Mobile Site
  - Requests Administration Overview
    - Best Practices for Request Management
    - Enabling Request Management and Setting Request Global Options
    - Setting Up User Roles for Request Management
    - Setting Up a User to Use Requests
    - Dispatcher Administration
      - Defining the Request Dispatching Rules
      - Allowing Users to Manually Override the Automatic Assignment of a Dispatcher
    - Mapping Request Attributes to Structures and Fields
  - Running the CRI Escalation Process Immediately
  - Setting Up Investment and Capacity Planning as an Administrator
    - Loading, Scheduling, or Deleting Cost Center-Based Financial Plans
    - Configuring Investment and Capacity Planning Alerts
    - Understand Thresholds and Time Periods of Investment and Capacity Planning Alerts
    - Enabling the Use of Investment and Capacity Planning
  - Setting Up Self-Registration and Session Timeout
    - Setting the Session Timeout
    - Setting Up Self-Registration
  - Setting Up Strategic Planning
    - About the Administer Strategic Planning Options
    - Setting the Strategic Data Options
    - Setting the Minimum Strategy Scheduling Depth
  - System Options
    - Administer Time Periods System Options
      - Creating Time Periods
      - About Splitting Time Periods
      - Modifying Start and Finish Dates of Time Periods
    - Administer Gates System Options
    - Archive Work System Options
      - Setting Up Archive Work
      - Reviewing the Archive Transactions
      - Reviewing the Archived Work
      - Reloading a Project in Archive Work
    - Configuring Global Links
    - Configuring which Fields Display on the Screens Used to Create Work
    - Contract Rules System Options
    - CRI Subtype Administration
    - Customizable Fields System Options
    - Find and Replace Work Description Access System Option
    - Managing Filters on the Plan Screen
    - Managing Filters on the Work and Assignments Screen
    - Managing Filters on the Work and Resource Management Screen
    - Managing the List of Approved Websites
    - Notifications, Email Notifications, and Announcements System Options
      - Announcements
      - Setting Up Notification and Email Notifications
    - Quality Ranks System Options
    - Rate Options Screen Basics
    - SMI Factors System Options
    - Status Rules System Options
      - Setting Status Rules for Changes, Risks, and Issues
      - Setting Status Rules for Outcomes
      - Setting Status Rules for Primary Work
      - Setting Status Rules for Strategic Planning
      - Setting Status Rules for Support Tickets or Requests
    - Timesheet Setup System Options
      - Setting Standard Activity Restrictions
      - Setting Payroll-Code Restrictions
      - Creating Reason Codes
      - Configuring Timesheet Approval
      - Setting the Time-Reporting Unit
    - Time Log Setup System Options
      - About the Templates that Support the Time Log
      - Creating Templates for the Time Log
      - Setting the Order in which Days Display in the Time Log
    - Units System Options
  - Work Estimating
- Operational Administration
  - Calendar, Time, and the Planning Horizon
  - Configuration Migration
  - Data Mart
  - Displaying Custom Logos
  - Progressing Engine Administration
  - Refreshing the Turbo Enterprise Scheduling Engine Cache
  - Strategic Planning and Investment and Capacity Planning Differences
  - Work Estimating Administration
- Financial Management Administration
  - Administering Financial Management
  - Using Models and Versions in Financial Management
  - Setting Up Financial-Planning Accounts Overview
  - Financial Planning Configuration
  - Using Multiple Currencies in Financial Management
    - Using Multi-Currency Exchange Rates in Financial Management
  - About Calculating Depreciation
  - Working with Depreciation Templates
  - Associating Capital Accounts and Depreciation
    - Associating a Depreciation Account
    - Modifying or Removing Associations
- Job Stream Management
  - Creating and Managing a Job Stream
  - Running a Job Stream Now
  - Scheduling a Job Stream
  - Monitoring a Job Stream
  - Using a Log to Monitor Jobs in a Job Stream
  - Cancelling a Job Stream
  - Enabling Failure Notification Emails for a Job Stream
  - Job Stream Management Screen Basics
- Language Support
Portfolios Videos
- Action Item Tiles
- Add a Request (PRM)
- Add Work
- Admin - Configured Screens Before You Convert
- Admin - Configured Screens Configure Add New Work
- Admin - Configured Screens Converting and Activating Add New Work
- Admin - Configured Screens Smart Logic
- Admin - Overview of Alternative Structure Types
- Admin - Overview of Primary Structure Types
- Align Reserves with Work Dates
- Approve and Disapprove Timesheets as a Project Manager
- Approve and Disapprove Timesheets as a Resource Manager
- Approve Resource Assignment Requests
- Assign Multiple Reserves and Requirements
- Authorizations
- Backlog Management
- Backlog Management R16
- Create a Portfolio
- Create a Strategic Entity
- Create Requirements
- Creating Relationships between Work Items
- Critical Path Management and Scheduling
- Dispatch Requests
- Drag and Drop to Substitute Assignments
- Editable Strategy Portfolio Manager
- Edit the Work Schedule - Overview
- Enterprise Project and Resource Management and Projectplace - Connector
- Enterprise Project and Resource Management and Projectplace - Connector R16
- Enter Effort on a Timesheet
- Extend Task Dates without Impacting Allocation Dates
- Fill Requirements Directly
- Introduction to Logical Relationships
- Introduction to Reporting in Planview Enterprise One Portfolio and Resource Mgmt
- Investment and Capacity Planning - Shift View
- Manage Over and Under Utilized Resources
- Manage the Ribbon
- Manage Work Constraints
- My Overview Menu
- My Scheduled Assignments
- Navigate the Resource Management and Assignments Screen
- Navigate the Resource Management and Assignments Screen R17
- Navigate the Work and Assignments Screen
- Navigate the Work and Assignments Screen R17
- Navigate the Work Portfolio Manager
- Navigate the Work View
- Navigating Portfolio and Resource Management
- Navigating the Resource Management and Assignments Screen
- Overview of Assignment Types
- Overview of Financial Planning Detail Screen R16
- Overview of Investment and Capacity Planning
- Overview of Managing Portfolios
- Overview of Managing Resources
- Overview of Managing Work
- Overview of Strategic Planning
- Overview of the Portfolio and Resource Management Application
- Overview of the Portfolio and Resource Management Application R16
- Overview of Work Management
- Over Allocated Reserves
- Portfolios Overviews – User Experience Ease-of-Use Walkthrough
- Portfolio Timesheet Overview
- Reassign and Delegate Dispatch Responsibilities
- Removing Relationships between Work Items
- Resource Management and Assignments View - Single Resource
- Review Resource Utilization
- Role-based Billing Rate Override
- Standard Activities
- Strategic Portfolios - Group By
- Understanding Lifecycles
- Use and Edit Column Sets
- Use Payroll Codes
- Use the Remaining Planned and Revised Estimate Columns on a Timesheet
- Using a Mobile Device to Approve or Disapprove a Timesheet
- Using Menus
- Using Navigational Search
- Using the Data Picker
- Using Work Baselines
- Working with Grants
- Working with Preferences
- Work Management Overview
- Work with Requests (PRM)
Add-Ins
- Planview Portfolios Add-In for Microsoft Project
Connectors
- Planview Portfolios and AgilePlace Connector
- Planview Portfolios and ProjectPlace Connector
- Encrypting Sensitive Data
- Roles
- Planview Portfolios and IdeaPlace Connector
- Planview Portfolios and Planview Enterprise Architecture Connector Page
Integrations
- REST APIs
- SOAP Web Services
Installing Planview Portfolios
- Planview Enterprise One – PRM Pre-Installation Readiness
- Planview Enterprise One – PRM Installation Documents
Advanced Help Topics
- Design Approach for Configured Screens
- Enterprise and Fiscal Calendar Configuration Tips and Examples
- The Integrated Work Financial Plan: In Depth
- Tracking Actuals and Forecast Financial Data via the Financial Plan
- View Financial Version Baseline Together with Project Baselines
Best Practices
- Special Characters to Avoid
Technical Notes
- Legacy Compatibility Matrix for Planview Enterprise One
- Legacy Database Schema Documentation
Planview Portfolios Product Releases
- 2022
  - November 2022 Release Notes for Planview Portfolios
    - November 2022 Patch 1 Release Notes for Planview Portfolios
  - December 2022 Release Notes for Planview Portfolios
- 2023
- 2024
- 2025
- Planview Portfolios Known Issues and Usage Considerations
- Planview Portfolios New Feature Upgrade Guide
Tips and Tricks
Planview Portfolios Glossary

Baseline Administration
Business Capabilities
Explains what a business capability is and provides general information about configuring the system to support business capabilities.
- Configuring the Product for Business Capabilities
Configurable Text
Explains the purpose of configurable text, describes what configurable text keys and values are, gives an overview of the process of customizing configurable text, the screen administrators use to manage configurable text keys and values, and the tasks relevant to customizing configurable text.
Configuring Expenditures
Provides an overview of the tasks an administrator performs to configure the system for expenditures.
Configuring Strategic Financial Management
Discusses what strategic financial planning involves, describes the two approaches you can take to define financial plans for strategic planning purposes, and provides an overview of the steps administrators take to set up strategic Financial Management.
Content Management Administration
General information about the tasks administrators perform for Content Management.
Controlling Permissions Requirements for Associating Entities
Describes how administrators can control the types of permissions users need to be able to allocate or associate one type of entity with another type of entity in Planview Portfolios.
Database Management
Provides an overview of managing Planview Portfolios databases.
Enabling the Strategic Management Options
Global Options
Provides an overview of global options and links to each global option category. Global options are a separate category of system options.
Managing Settings for Objectives and Key Results (OKRs)
Mapping Fields for the Planview Portfolios Add-In for Microsoft Project
Explains how to create field mappings the add-in uses when transferring data between Planview Portfolios and Microsoft Project.
- Planview Portfolios Add-In for Microsoft Project Mappings
Providing Access to the Mobile Site
Describes providing access to the Planview Portfolios mobile site.
Requests Administration Overview
Includes general information about the tasks an administrator does to configure the product to support users managing requests
Running the CRI Escalation Process Immediately
Setting Up Investment and Capacity Planning as an Administrator
Outlines the tasks an administrator performs to set up investment and capacity planning.
Setting Up Self-Registration and Session Timeout
- Setting the Session Timeout
- Setting Up Self-Registration
Setting Up Strategic Planning
Overview of tasks an administrator performs to set up strategic planning.
System Options
Explains what system options are and how to access system options; includes brief descriptions of system options and provides links to other articles relevant to those options.
Work Estimating