Planview Portfolios
Administration
Lifecycles
Before Adding a Lifecycle Model

Before Adding a Lifecycle Model

Last updated

Mar 11, 2024
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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

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