Best Practices
This guide contains a repository of all Planview Portfolios best practices.
- Fundamentals
- User Interface Basics
- Screen Basics
- Data Picker
- Entering and Modifying URLs in Cells
- Navigating within a Screen
- Selecting Rows
- Sorting Rows
- Entering Data in Cells
- Resizing Columns
- Saving Changes in a Bottom Tray
- Canceling Changes in a Bottom Tray
- Splitter Bars
- Applying a Filter
- About the Portfolio Manager Tile
- Docking and Undocking a Screen
- Updating a Single Attribute’s Value on Multiple Rows
- Configured Screens
- Scripted Dialogs
- Column Sets
- Marking Portfolios and Entities as Favorites
- Exporting Information
- Using ProjectPlace Data
- Screen Basics
- Primary Navigation Bar Elements
- Banner Elements (Legacy UI)
- Using Planview.Me views in Planview Portfolios
- Ribbons and Tiles
- Configuring the Tile Layout on a Ribbon
- Manage Ribbon Tiles Screen Basics
- Tiles
- About the Analyze Tile
- Deleting a Tile
- Configurable Charts, Tables, and Visualizations
- Customized Reports
- Changing and Saving Parameters for a Customized Report Tile
- Viewing a Customized Report in an Email
- Configuring a Report Tile to Only Export Data
- Managing Subscriptions for Customized Reports
- Creating Standard Subscriptions to Email Customized Reports to Users
- Creating Standard Subscriptions to Save Customized Reports to a File Share
- Create Subscription Screen and Manage Subscription Screen Basics
- Creating Targeted Subscriptions for Customized Reports
- Create Targeted Subscription Screen and Manage Targeted Subscription Screen Basics
- Modifying Subscriptions for a Customized Report Tile
- Deleting Subscriptions for Customized Reports
- Predefined Charts and Tables
- About the Milestone Status – ProjectPlace Tile
- About the Portfolio Cost – ProjectPlace Tile
- About the Favorite Portfolio Analysis Table
- Using the Allocations at Risk Table
- About the Effort Overview Chart
- About the Milestones Table
- About the My Scheduled Assignments Graph
- Configuring Bubble Charts
- About the Portfolio Measurements Table
- About the Slipped Work Table
- About the Time Reported on Your Work Table
- About the Work Effort Table
- About the Not Staffed Work Table
- About the Growth-Share Matrix Tile and Product BCG Bubble Portlet
- Open Resource Requests
- Phase Effort
- Project Financial Plan Analysis
- Project Risks
- Sprint Burndown
- Sprint Velocity
- Timesheets Requiring Attention
- Requirements to Fill Tile
- Assignments Requested
- My Assignments Tile Screen Basics
- My Authorizations Tile Screen Basics
- My Support Tickets Tile Screen Basics
- Outcome Bubble
- Report Execution Data Screen Basics
- Sign-in Attempts Tile Screen Basics
- Private Power BI Tiles
- Portfolios
- Creating Portfolios
- Modifying a Portfolio Definition
- Extending Portfolio Invitations
- Joining a Portfolio
- Opening Portfolios
- Leaving a Portfolio
- Accessing Recently Visited Portfolios and Entities
- Working in Portfolio Summary Screens
- Managing Portfolio Membership Information
- Transferring Portfolio Ownership
- Deleting Portfolios
- Portfolio Community
- Creating a Discussion Group
- Subscribing to Discussion Groups
- Editing Discussion Groups
- Posting New Messages to a Discussion Group
- Responding to Posted Messages
- Posting Polls
- Participating in Polls
- Marking All Items in a Discussion Group as Read
- Deleting Messages or Polls from a Discussion Group
- Configuring Messages or Polls for Your Email Application
- Cancelling Discussion Group Subscriptions
- Closing and Reopening a Discussion Group
- Deleting Discussion Groups
- Using Messages in the Community
- Adding Messages to a Message Board
- Editing Messages Added to a Message Board
- Deleting Messages from a Message Board
- Permissions
- Preferences
- Lifecycles
- Working with Lifecycles
- About the Icons of Lifecycle Diagrams
- About the Lifecycle Action Menu
- Displaying a Lifecycle Diagram
- Displaying the Details of a Lifecycle Step
- Working with Lifecycle Status Changes
- Items on which Lifecycles Can Be Enabled
- Lifecycle Terminology
- Navigating a Lifecycle Diagram
- Working with Lifecycle Configured Screens
- Working with Lifecycle Scripted Dialogs
- Working with Support Ticket Assignments in a Lifecycle
- Responding to a Lifecycle Notification
- Delegating Lifecycle Steps to Another User
- Administering Lifecycles
- Working with Lifecycles
- Notifications
- Authentication Tokens
- SharePoint
- Planview Portfolios Customer Care
- User Interface Basics
- Time Reporting
- Time Reporting Overview
- Manage Time Reporting and Timesheets
- About Timesheets and Tracking Time
- About the Portfolio Timesheet's Action Menu Options
- About the Portfolio Timesheet's Autofill Function
- About the Timesheet Screen's Action Menu Options
- Adding or Removing Items on the Portfolio Timesheet
- Elements of the Portfolio Timesheet's Select Work Screen
- Identifying the Status of a Timesheet
- Marking Action Items as Being Completed on Your Timesheet
- Portfolio Timesheet Screen Basics
- Portfolio Timesheet Screen Elements
- Reporting Time for Yourself
- Adding or Removing Items on a Timesheet
- Making Time-Log Entries
- Signing a Timesheet with Zero Hours
- Entering Allowances in a Timesheet
- Select Work Screen Basics
- Setting Portfolio Timesheet Preferences
- Setting Timesheet Preferences
- Specifying Items to Use on Future Timesheets
- Timesheet Screen Basics
- Using Keyboard Shortcuts to Navigate the Portfolio Timesheet
- Using Keyboard Shortcuts to Navigate the Portfolio Timesheet’s Select Work Screen
- Using Keyboard Shortcuts When Reporting Time
- Accessing and Using the Mobile Site
- Approving and Disapproving Time as a Project Manager
- Business Rules for Overdue Timesheets
- Managing Timesheets and Time Reporting for Resource Managers
- Subscribing to Timesheet Approval Email Notifications
- About Timesheets and Tracking Time
- Approving and Disapproving Time and Expenses (Overview)
- Requests
- Managing Requests Overview
- Requests Menu Basics
- Request Portfolio View Screen Basics
- Creating Request Portfolios
- Request View Screen Basics
- Creating a Request
- Reviewing Requests and Modifying Request Attributes
- Viewing Request Reports
- Dispatching a Request
- Changing the Status of a Request
- Deleting a Request
- Closing or Denying a Request
- Request Analytics and Reporting
- Managing Requests Overview
- Projects and Work
- Work Management Overview
- Using Work Management Screens Overview
- Work Menu Basics
- Work Portfolio View Screen Basics
- Work View Screen Basics
- Plan Screen Basics
- About the Schedule View
- About the Schedule and Assignments View
- About the Backlog View
- About the Schedule and Backlog View
- About the Resources and Assignments View
- Setting Preferences for the Plan Screen
- Using Filters to Narrow Down Screen Content on the Plan Screen
- Copying, Cutting, Pasting, and Moving Items on the Plan Screen
- About the Task Information Screen or Tray
- Work and Assignments Screen Basics
- About the Schedule View
- About the Schedule and Assignments View
- About the Backlog View
- About the Schedule and Backlog View
- About the Resources and Assignments View
- Setting Preferences for the Work and Assignments Screen
- Using Filters to Narrow Down Screen Content on the Work and Assignments Screen
- Copying, Cutting, Pasting, and Moving Items on the Work and Assignments Screen
- About the Task Information Screen or Tray
- Work Detail Screen Basics
- Dependencies Screen Basics
- Dependency Management Screen Basics
- Managing a Work Item's Attributes and Other Details
- Gantt Chart
- Using Aggregate Functions
- Using Keyboard Shortcuts in Work Management
- Using Color Gradient Ranges to Show Resource Utilization
- Work and Resource Management Screen Basics
- Deleting Work
- Associated Requests Screen Basics for Work
- Key Results Screen Basics
- Logbook Screen Basics for Work
- Overview Screen Basics for Work Entities
- Overview Screen Basics for Work Portfolios
- Creating Work
- Plan and Schedule
- Managing Iterative Work
- Agile Development
- Action Items
- Action Items Tile Screen Elements
- Action Item Detail Screen Elements
- Creating an Action Item
- Deleting Action Items
- Grouping Action Items
- Managing Action Items
- Managing Resource Assignments for Action Items
- Managing Team Assignments for Action Items
- Modifying an Action Item
- My Action Items Tile Screen Elements
- New Action Item Screen Elements
- Ranking Action Items
- Team Action Items Tile Screen Elements
- Working with Action Items Assigned to You
- Action Items Overview and Use Cases
- Critical Path Management (CPM) Overview
- Investment Dependencies
- Associating Work with a Release
- Reviewing a Work Item's Release Association
- About the Paste Options Screen
- Estimates
- Managing Iterative Work
- Work Financial Planning
- Execute and Track Progress
- Reviewing and Monitoring Work
- Work Baselines
- Work Progress and Status
- Work Execution: Understanding the Progressing Engine
- Best Practices for Onboarding In-flight Projects
- Concept of Progressing Remaining Resource Assignments
- Duration vs. Effort
- Establishes ACTUAL FINISH DATES based on time reported or manual status of work items or progress as planned assumptions
- Establish ACTUAL START dates based on approved time or manual status of work items or progress as planned assumptions
- Impact of Maximum Utilization when projects are progressed
- Planning, Resource Management and Time Reporting Use Cases
- Process APPROVED TIME and convert it into ACTUAL EFFORT
- Progressing Engine Timesheet Entry and Generation Options
- Progressing Options for Allocations
- Progressing Options for Requirements
- Progressing Options for Reserves
- Progress Inputs - Timesheets, Manual Status and Progress as Planned
- RE-CALCULATES REMAINING effort values relevant to the assignment type and selected options
- RE-CALCULATES SCHEDULED DATES / DURATIONS relevant to the configured/selected options
- Review how the Progressing Engine and resource assignment types are used to support a series of use case scenarios
- Schedule vs. Actual Dates and Durations
- Time Now
- Use Case 1 - Project Stage and Milestone Date Tracking Only
- Use Case 2 - Actual Hours Time Tracking Only
- Use Case 3 - Project Stage and Milestone Date Tracking with Actual Hours Time Tracking
- Use Case 4 - Resource Demand and Assignment Tracking Only
- Use Case 5 - High Level Schedule, Resource Planning and Time Tracking
- Use Case 6 - High Level Schedule, Resource Budget Management and Time Tracking
- Use Case 7 - Mature Rolling Wave Activity Level Planning and Tracking
- Manually Entering the Progress of Work (Introduction)
- Work Execution: Understanding the Progressing Engine
- Changes, Risks, and Issues (CRIs)
- Creating a Change, Risk, or Issue (CRI)
- Viewing and Modifying Changes, Risks, and Issues (CRIs)
- Transferring Changes, Risks, and Issues (CRIs)
- Deleting Changes, Risks, or Issues (CRIs)
- Moving Changes, Risks, and Issues (CRIs)
- Change Detail Screen, Risk Detail Screen, and Issue Detail Screen Basics
- Changes Tab, Risks Tab, and Issues Tab Screen Basics
- CRI Summary Screen Basics
- New CRI Screen and Edit CRI Detail Screen Basics
- Your Changes Tile, Your Risks Tile, and Your Issues Tile Screen Basics
- Creating a Column Set for Changes, Risks, and Issues
- Changes, Risks, and Issues Summary Screen Basics
- Support Tickets
- Closing Work or Canceling Work
- Objectives and Key Results (OKRs) for Work
- Sentiment Analysis
- Work Analytics and Reporting
- Planview Connection Graph in Planview Portfolios
- Resources
- Resource Management Overview
- Resource Management Screens Overview
- Resource Portfolios Overview
- Monitoring and Managing Resource Information
- Creating and Utilizing Teams
- Assignments
- Resource Assignment Types Overview
- Requirements
- Approving or Denying Requested Assignments
- Decrementing Requirements (Introduction)
- Entering Additional Assignment Information as a Project Manager
- How Planview Portfolios Determines the Default Requirement
- Linking or Unlinking a Requirement and an Assignment
- Making Direct Assignments
- Modify Requirement Criteria Screen Basics
- Order in Which Requirements Are Listed in the Select Requirement Screen
- Filling Unfilled Requirements
- Updating Unfilled Requirements as a Resource Manager
- Fill Requirement Screen Elements for Resource Managers
- Fill Requirement Screen Elements for Project Managers
- Reviewing Unfilled Requirements as a Resource Manager
- Reviewing Unfilled Requirements as a Project Manager
- About the Unfilled Requirements Screens
- Understand How Resource Scores are Calculated
- About the Modify Requirement Screen
- Configuring the Requirement Attributes Screen
- Associating Resource Requirements with Alternate Structures or Custom Fields
- Specifying Criteria and Additional Attributes for a Resource Requirement
- Resource Available to Fill Requirement Screen Elements
- Reserves
- Allocations
- Authorizations
- Eliminating Resource Overload
- Standard Activities
- Managing Assignments
- Resource Utilization
- z_Archive
- Resources Analytics and Reporting
- Resource Management Overview
- Financial Management
- Financial Planning
- Financial Management Concepts
- Formatting Financial Planning Screens
- Defining the Financials Screen's Display and Layout
- Defining the Financial Planning Detail Screen's Display and Layout
- Changing the Timescale Used to Display Data Over Time in a Financial Plan
- Selecting Financial-Planning Set Preferences
- Setting Your User Preferences for the Financials Screen
- Setting Your User Preferences for the Financial Planning Detail Screen
- Defining a Financial Plan
- Comparing Financial Plans
- Exporting and Importing Financial Planning Data
- Summarizing, Rolling Up, or Spreading Values in a Financial Plan
- Sponsorship
- Financial Management Analytics and Reporting
- Business Rules of Financial Management and Financial Planning
- Financial Planning
- Planning
- Planning Menu Basics
- Investment and Capacity Planning Concepts, Setup, and Tasks
- Investment and Capacity Planning Overview
- Setting Up Investment and Capacity Planning as a User
- About Creating Planning Portfolios as a User
- Investment and Capacity Planning Screen Basics
- Updating Capacity and Demand Data in Investment and Capacity Planning
- Exporting from Investment and Capacity Planning
- Scenarios
- Managing Investment and Capacity Planning Scenarios
- Using Shared Scenarios within Investment and Capacity Planning
- Adding Investment and Capacity Planning Scenarios
- Editing an Investment and Capacity Planning Scenario's Properties
- Refreshing an Investment and Capacity Planning Scenario
- Clearing Investment Decisions
- Deleting an Investment and Capacity Planning Scenario
- Compare Financial Data Across Scenarios for One Investment
- Managing Investment and Capacity Planning Scenarios
- Rank Investments
- Analyze Investments
- Shift Investments
- Balance Investments
- Compare Investments
- Publish in Investment and Capacity Planning
- Preferences
- Planning Analytics and Reporting
- Analytics and Reporting
- Ad-hoc Analysis
- Power BI
- Using Power BI
- Power BI Dashboards
- Analytics and Reporting - Power BI
- FastTrack Power BI Showcase Dashboards
- Power BI - Creating Power BI Content
- Power BI Data Source Options
- Power BI Compatibility with Planview Enterprise One
- Power BI Security Setup
- z_Archive
- FastTrack Analytics
- Administration Analytics
- Moving from EFFORT01 to EFFORT01B Reports
- My Overview Analytics
- Outcome Analytics
- OUT01 - Outcome Portfolio Details
- OUT02 - Outcome Portfolio Balance
- OUT03 - Outcome Portfolio Prioritization Matrix
- OUT04 - Outcome Portfolio Financial Health
- OUT08 - Outcome Portfolio Associated Change Requests
- OUT09 - Outcome Portfolio Associated Risks
- OUT11 - Outcome Portfolio Associated Issues
- OUT31 - Outcome Portfolio Revenue and Cost Analysis
- OUT32 - Outcome Revenue/Cost Forecast Performance
- OUT33 - Outcome Portfolio Revenue Prioritization Bubble
- OUT34 - Outcome Portfolio Risk and Reward Matrix
- OUT35 - Milestone Trend Analysis
- OUT35 - Milestone Trend Analysis (Administration)
- OUT51 - Outcome Portfolio Associated Work Matrix
- OUT52 - Outcome Portfolio Associated Work Balance
- OUT53 - Outcome Portfolio Balance Dashboard
- OUT54 - Outcome Portfolio Dashboard
- Planning Analytics
- Investment Planning Analytics (Deprecated)
- PLN01 - Investment Planning Demand vs. Portfolio Targets
- PLN01 - Investment Planning Demand vs. Portfolio Targets (Administration)
- PLN32 - Planning Portfolio Financial Burndown Comparison
- PLN32 - Planning Portfolio Financial Burndown Comparison (Administration)
- Requests Analytics
- Resource Analytics
- RES01 - Resource Portfolio Analysis
- RES03 - Resource Portfolio Supply and Demand
- RES04 - Resource Portfolio Effort Analysis
- RES06 - Resource Management Health
- RES08 - Timesheet Compliance
- RES08 - Timesheet Compliance (Administration)
- RES10 - Resource Detail
- RES12 - Resource Pending Timesheets
- RES13 - Resource Attribute Effective Date Audit
- RES24 - Resource Scheduled Effort Detail
- RES25 - Resource Timesheet Monthly Summary
- RES26 - Resource Timesheet Weekly Detail
- RES27 - Resource Time Analysis
- RES28 - Resource Scheduled vs Actual Effort Analysis
- RES30 - Time Recharge Report
- RES30 - Time Recharge Report (Administration)
- RES53 - Resource Portfolio Balance Dashboard
- Strategic Analytics
- STR01 - Strategy/Program Portfolio Details
- STR02 - Strategic Portfolio Balance
- STR03 - Strategic Portfolio Prioritization
- STR04 - Strategy/Program Financial Health
- STR08 - Strategy Portfolio Associated Change Requests
- STR09 - Strategy Portfolio Associated Risk
- STR11 - Strategy Portfolio Associated Issues
- STR16 - Program Highlight Report
- STR31 - Strategic Portfolio Cost and Benefit Analysis
- STR32 - Strategic Portfolio Financial Performance
- STR33 - Strategic Initiative Pipeline Matrix
- STR34 - Strategic Portfolio Investment Risk and Reward
- STR35 - Milestone Trend Analysis
- STR35 - Milestone Trend Analysis (Administration)
- STR41 -Strategy Process Analysis - Lifecycle Stage
- STR42 - Strategy Process Analysis - Strategy Status
- STR43 - Strategy Process Analysis - Investment Approval
- STR51 - Strategy Portfolio Associated Work Matrix
- STR52 - Strategy Portfolio Associated Work Balance
- STR53 - Work Portfolio Balance Dashboard
- STR54 - Strategic Portfolio Dashboard
- Work and Project Analytics
- WRK01 - Project Pipeline Matrix
- WRK02 - Work Portfolio Balance
- WRK03 - Project Health Trend Analysis
- WRK04 – Project Financial Health
- WRK05 - Schedule and Effort Variance
- WRK06 - Work Effort Analysis (Scheduled and Actual)
- WRK08 - Change Request Matrix
- WRK09 - Risk Matrix
- WRK11 - Issue Matrix
- WRK12 - Project Health
- WRK13 - Project (and Portfolio) Business Case Report
- WRK14 - Project/Portfolio Highlight Report
- WRK14 - Project/Portfolio Highlight Report with Logbook
- WRK15 - Milestone Status
- WRK15 - Milestone Status (Administration)
- WRK16 - Project (and Portfolio) Status Report
- WRK17 - Portfolio Gantt Chart
- WRK18 - Project Timesheets for Approval
- WRK19 - Work Attribute Change History
- WRK20 - Expenditure Report
- WRK21 - Change Request History Analysis
- WRK22 - Risk History Analysis
- WRK23 - Issue History Analysis
- WRK24 - Project Scheduled Effort Detail
- WRK25 - Project Timesheets Monthly Summary
- WRK26 - Project Timesheets Weekly Detail
- WRK28 - Project/Portfolio Scheduled vs Actual Effort Analysis
- WRK28 - Project/Portfolio Scheduled vs Actual Effort Analysis (Administration)
- WRK29 - Resource Utilization
- WRK29 - Resource Utilization (Administration)
- WRK30 - Time Recharge Report
- WRK30 - Time Recharge Report (Administration)
- WRK31 - Work Portfolio Financial Analysis
- WRK32 - Project/Work Portfolio Financial Burndown Comparison
- WRK33 - Project Cost or Revenue/Benefit Bubble
- WRK34 - Work Portfolio Investment Balance Bubble
- WRK35 - Milestone Trend Analysis
- WRK35 - Milestone Trend Analysis (Administration)
- WRK41 - Project Process Analysis - Lifecycle Stage
- WRK41 - Project Process Analysis - Lifecycle Stage (Administration)
- WRK42 - Project Status Process Analysis
- WRK42 - Project Status Process Analysis (Administration)
- WRK43 - Project Investment Approval Process Analysis
- WRK43 - Project Investment Approval Process Analysis (Administration)
- WRK53 - Work Portfolio Balance Dashboard
- WRK54 - Work Portfolio Dashboard
- FastTrack Analytics Configuration
- FastTrack Analytics - Admin View Header
- FastTrack Analytics - Alternate Structures and Fields
- FastTrack Analytics - Attribute Details and Configuration Rules
- FastTrack Analytics - Attribute History Date and Duration Attributes
- FastTrack Analytics - Configuration Case Studies
- FastTrack Analytics - Configuration Principles
- FastTrack Analytics - Deployment Process
- FastTrack Analytics - Enhancements and Customizations
- FastTrack Analytics - Financial Management Attributes
- FastTrack Analytics - Global Defaults
- FastTrack Analytics - Highlight Reports Summary Section Configuration (WRK14/16 STR16)
- FastTrack Analytics - Investment Dependency Attributes
- FastTrack Analytics - Lifecycle Step Attributes
- FastTrack Analytics - Look and Feel Configuration
- FastTrack Analytics - Managing and Formatting Attributes
- FastTrack Analytics - Managing Chart and Attribute Colors in Reports
- FastTrack Analytics - Migrating from RPM Analytics v1 or v2.0 to v2.4.x
- FastTrack Analytics - Milestone Date Attributes
- FastTrack Analytics - On-Premises Installation
- FastTrack Analytics - Reporting Attributes
- FastTrack Analytics - Report Definition Files
- FastTrack Analytics - Report Logo Configuration
- FastTrack Analytics - Report Personas
- FastTrack Analytics - Report Printing and Exporting
- FastTrack Analytics - Report Troubleshooting
- FastTrack Analytics - Structures and Fields
- FastTrack Analytics - Testing New Version Reports During an Upgrade
- FastTrack Analytics - Upgrading from RPM Analytics v2.1 to the Latest Analytics
- FastTrack Analytics - Using Financial Management Data
- FastTrack Analytics - Using the Analytics
- FastTrack Analytics - Using the RPM Analytics in Other (Non-Production) Databases
- FastTrack Analytics - Versions & Editions
- FastTrack Analytics Version 16.0 Release Notes
- FastTrack Analytics Version 16.1 Release Notes
- FastTrack Analytics Version 16.2 Release Notes
- FastTrack Analytics Version 16.3 Release Notes
- FastTrack Analytics Version 16.4 Release Notes
- FastTrack Analytics Version 16.5 Release Notes
- FastTrack Analytics Version 16.6 Release Notes
- FastTrack Analytics Version 16.7 Release Notes
- FastTrack Analytics Version 17.0 Release Notes
- FastTrack Analytics Version 17.1 Release Notes
- FastTrack Analytics Version 3.0 Release Notes
- FastTrack Analytics Version 3.10 Release Notes
- FastTrack Analytics Version 3.1 Release Notes
- FastTrack Analytics Version 3.2 Release Notes
- FastTrack Analytics Version 3.3 Release Notes
- FastTrack Analytics Version 3.4 Release Notes
- FastTrack Analytics Version 3.5.1 Release Notes
- FastTrack Analytics Version 3.5 Release Notes
- FastTrack Analytics Version 3.6 Release Notes
- FastTrack Analytics Version 3.7 Release Notes
- FastTrack Analytics Version 3.8 Release Notes
- FastTrack Analytics Version 3.9 Release Notes
- RPM Analytics v2.2.1 Release Notes
- RPM Analytics v2.2.2 Release Notes
- RPM Analytics v2.2.4 Release Notes
- RPM Analytics v2.2.5 Release Notes
- RPM Analytics v2.2 Release Notes
- RPM Analytics Version 2.2.6 Release Notes
- RPM Analytics Version 2.3.1 Release Notes
- RPM Analytics Version 2.3.2 Release Notes
- RPM Analytics Version 2.3 Release Notes
- RPM Analytics Version 2.4.1 Release Notes
- RPM Analytics Version 2.4.2 Release Notes
- RPM Analytics Version 2.4 Release Notes
- RPM Analytics Version 2.5.1 Release Notes
- RPM Analytics Version 2.5.2 Release Notes
- RPM Analytics Version 2.5.3 Release Notes
- RPM Analytics Version 2.5.4 Release Notes
- RPM Analytics Version 2.5 Release Notes
- FastTrack Content Storage Page
- Archive
- RPM Analytics Catalog (Deprecated)
- FastTrack Analytics Catalog (deprecated)
- Assets and Applications
- AST01 - Application/Asset Portfolio Details
- AST02 – Application/Asset Portfolio Balance
- AST03 – Application Portfolio Prioritization Matrix
- AST04 - Assets Portfolio Financial Health
- AST31 – Application Portfolio Cost Analysis
- AST32 - Application Portfolio Cost Forecast Comparison
- AST33 - Application Portfolio Business Value Cost Matrix
- AST41 - Asset Process Analysis - Lifecycle Stage
- AST42 - Asset Process Analysis - Application Disposition
- AST53 - Asset Portfolio Balance Dashboard
- AST54 - Asset Portfolio Dashboard
- Product Analytics
- PRD01 - Product Portfolio Details
- PRD02 - Product Portfolio Balance
- PRD03 - Product Portfolio Prioritization Matrix
- PRD04 - Product Portfolio Financial Health
- PRD08 - Product Portfolio Associated Change Requests
- PRD09 - Product Portfolio Associated Risks
- PRD11 - Product Portfolio Associated Issues
- PRD31 - Product Portfolio Revenue and Cost Analysis
- PRD32 - Product Revenue/Cost Forecast Performance
- PRD33 - Product Portfolio Revenue Prioritization Bubble
- PRD34 - Product Portfolio Risk and Reward Matrix
- PRD41 - Product Process Analysis - Lifecycle Stage
- PRD42 - Product Process Analysis - Development Stage
- PRD43 - Product Process Analysis – Investment Approval
- PRD51 - Product Portfolio Associated Work Matrix
- PRD52 - Product Portfolio Associated Work Balance
- PRD53 - Product Portfolio Balance Dashboard
- PRD54 - Product Portfolio Dashboard
- Service Analytics
- SER01 - Service Portfolio Details
- SER02 - Service Portfolio Balance
- SER03 - Service Portfolio Prioritization Matrix
- SER04 - Service Financial Health
- SER31 - Service Portfolio Cost Analysis
- SER32 - Service Portfolio Cost Forecast Comparison
- SER33 - Service Portfolio Business Value Cost Matrix
- SER53 - Service Portfolio Balance Dashboard
- SER54 - Service Portfolio Dashboard
- Assets and Applications
- FastTrack Analytics Catalog (deprecated)
- RPM Analytics Catalog (Deprecated)
- Enabling Support for Rich Text in Reports
- Microsoft Outlook Add-In
- Analyze Charts and Table Tiles
- OData Service for Planview Portfolios
- Tabular Models
- Strategies
- Strategic Planning Overview
- Working with Strategic Entities
- Define a Strategic Plan's Schedule
- Strategy Baselines
- Strategic Financial Planning
- Strategic Entity Analytics and Reporting
- Strategic Analytics and Reporting
- Objectives and Key Results (OKRs) 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
- 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
- Customers
- Administration
- Types of Administrators
- Administration Business Processes
- Administration Menu
- Users and Roles
- Configuring Resources and Associated Users
- User Configuration
- User Roles and Features
- Allowing Planview Support Access to Your Environment
- Giving Users Temporary Access to Your Environment
- Managing OAuth Clients
- Notifying Users with Delinquent Timesheets
- Rates
- Labor Costing
- Labor Rate Cards
- Labor Rate Lookups
- Labor Rate Sets
- Manage Payroll-code Sets
- Managing Labor Rates
- Overriding Rates
- Project Rates and Project Rate Overrides
- About the Project Rates Screen
- About the Project Rate Overrides Screen
- About the Project Resource Rates Screen
- Adding, Modifying, and Deleting Role-Based Rate Overrides
- Adding a Rate Override
- Applying Role Rate Overrides Automatically
- Deleting a Rate Override
- Manage Role Rate Overrides Screen Elements
- Viewing Project Rates for a Resource
- Viewing Resources and Rates for a Work Item
- Rates Diagnostics Overview
- Recoverable Labor Costs and Maximum Recoverable Hours
- Analytics and Reporting Administration
- Configuring On-Demand Reports
- Dataset Administration
- Data Mart Administration
- Model Management
- Adding and Deleting User-Defined Measures for FastTrack Tabular Models and Column Set Models
- Create Column Set Model Screen Elements
- Creating Column Set Models
- Manage Connection Strings Screen Elements
- Managing Connections to OLAP Cubes and Tabular Models
- New Connection String and Edit Connection String Screen Elements
- Reporting Content Management
- Report Subscription Management
- Calendars
- Attributes - Financial Planning, Fields, and Alternate Structures
- Attribute Best Practices
- Manage Attributes Screen Basics
- Editing Display Settings for an Attribute
- Fields
- Alternate Structures
- Creating a Custom Alternate Structure
- Review Alternate Structures Screen Basics
- Defining the Levels and Values of Alternate Structures
- Modifying an Alternate Structure's Definition
- Deactivating or Reactivating an Alternate Structure Value
- Sharing an Alternate Structure Among Primary Structures
- Default Alternate Structures
- Letting Users Focus on Projects by Alternate Structures
- Planview-Defined Alternate Structures
- Alternate Structure Numbering
- Enabling or Disabling History Tracking on an Alternate Structure
- Setting Charting Options for Alternate Structures
- Letting Users Track Expenditures through Attributes
- Determining which Alternate Structures Are Marked as Primary
- Displaying Sequence IDs of Alternate Structure Values
- 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
- About the Details and Characteristics of Lifecycle Steps
- Adding and Removing Secondary Segments
- Adding Incremental Lifecycle Models
- Adding Lifecycle Steps
- Business Rules for Lifecycles
- Copying Lifecycle Models
- Editing, Moving, or Deleting Lifecycle Steps
- Ensuring Users are Listed on the Select User Screen
- Grouping or Ungrouping Lifecycle Steps
- Modifying Lifecycle Models
- Setting Up Initial Lifecycle Models
- Suspending a Lifecycle
- Administer Lifecycles Screen Basics
- CRI Lifecycle Models
- Designing a Process Flow
- Lifecycle Steps, Actions, and Permissions
- Outcome Lifecycle Models
- Requests Lifecycle Models
- Strategic Planning Lifecycle Models
- 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
- 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
- Defining the Levels and Values of a Structure
- Defining Structure Dependencies
- Business Capability Primary Structure and the Business Capabilities Alternate Structure
- Outcome Structure
- Strategy Structure
- Work Structure
- Resource Structure
- Standard Activity Structure
- Contract Structure
- Sprint Structure
- Expenditure Type Structure
- Lifecycle Roles Structure
- Organizational Resources Structure
- Payroll Structure
- Release Structure
- 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
- Configuration
- Baseline Administration
- Business Capabilities
- Configurable Text
- Configuring Expenditures
- Configuring Strategic Financial Management
- Content Management Administration
- Controlling Permissions Requirements for Associating Entities
- Database Management
- Enabling the Strategic Management Options
- 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
- Providing Access to the Mobile Site
- Requests Administration Overview
- Running the CRI Escalation Process Immediately
- Setting Up Investment and Capacity Planning as an Administrator
- Setting Up Self-Registration and Session Timeout
- Setting Up Strategic Planning
- System Options
- Administer Time Periods System Options
- Administer Gates System Options
- Archive Work System Options
- 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
- Quality Ranks System Options
- Rate Options Screen Basics
- SMI Factors System Options
- Status Rules System Options
- Timesheet Setup System Options
- Time Log Setup System Options
- Units System Options
- Work Estimating
- Operational Administration
- Calendar, Time, and the Planning Horizon
- Configuration Migration
- Comparing Configuration Items on the Source and Target Databases
- Configuration Migration Action Menus
- Configuration Migration Screen Basics
- Deleting Configuration Migration Mappings
- Manually Mapping a Configuration Item Between the Source and Target Databases
- Manually Mapping Structure Values for a Configuration Item Between the Source and Target Databases
- Migrate Screen Basics
- Migrating Configuration Items From One Database to Another
- Next Action Status Messages
- Resolving Database Differences for Configuration Items Before Migration
- Reviewing Details for Configuration Items
- Verifying Whether Configuration Items Are Configured Identically
- Viewing Component Dependencies for Configuration Items
- Viewing Configuration Migration Logs
- View Component Dependencies Screen Basics
- 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
- Enterprise and Fiscal Calendar Basics
- Modifying an Enterprise and Fiscal Calendar
- Splitting or Merging an Enterprise and Fiscal Calendar Period
- Creating an Enterprise and Fiscal Calendar
- Renaming an Enterprise and Fiscal Calendar
- Configuring Models if There Are Multiple Enterprise and Fiscal Calendars
- Defining the Structure of Your Financial Planning Accounts
- Deleting an Enterprise and Fiscal Calendar
- Setting Financial Management System Global Options
- Using Models and Versions in Financial Management
- Adding Financial Planning Models
- Adding Versions of Financial-Planning Models
- Copying Financial Planning Information as an Administrator
- Deleting Versions of a Financial Plan
- Editing a Financial Planning Version
- Editing Existing Financial Planning Models
- Configure Versions for Financial Planning Models Screen Basics
- Defining Period Display Rules in Financial Management
- Rolling Up a Version to Summarize Costs and Benefits
- Setting Up Financial-Planning Accounts Overview
- Financial Planning Configuration
- Using Multiple Currencies in Financial Management
- About Calculating Depreciation
- Working with Depreciation Templates
- Viewing Depreciation Templates
- Adding a Depreciation Template
- Modifying a Depreciation Template
- Copying a Depreciation Template
- Setting the Schedule for Expenditures in a Depreciation Template
- Modifying or Deleting the Schedule for Expenditures in a Depreciation Template
- Associating Depreciation Templates with Cost Centers
- Associating Capital Accounts and Depreciation
- Administering Financial Management
- Job Stream Management
- Creating and Managing a Job Stream
- Add Year to Financial Calendar Job Parameters
- Adjust Financial Periods Job Parameters
- Agile Costing Load Time Job Parameters
- Column Set Model Update Job Parameters
- Copy Financial Version Job Parameters
- Copy to Database Job Parameters
- CRI Escalation Job Parameters
- Cubes Update Job Parameters
- Daily Table Update Job Parameters
- Data Mart Update Job Parameters
- Email Notifications Job Parameters
- Financial Plan Load Job Parameters
- Integrations Job Parameters
- Jobs Relevant to the Financial Repository
- OData Power BI Report Refresh Job Parameters
- Portfolio Refresh Job Parameters
- Progression Job Parameters
- Rates Table Update Job Parameters
- Refresh Labor Cost Job Parameters
- Refresh Organizational Resources Job Parameters
- Rollup Financial Version Job Parameters
- Sentiment Analysis Update Job Parameters
- Targeted Subscriptions Job Parameters
- Update Baseline Job Parameters
- 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
- Creating and Managing a Job Stream
- Language Support
- Add-Ins
- Planview Portfolios Add-In for Microsoft Project
- Data Management and the Planview Portfolios Add-In for Microsoft Project
- Learn About the Loading of Calendars and the Planview Portfolios Add-In for Microsoft Project
- Understanding Resource Field Mappings and Business Rules
- Understanding Work-Related Field Mappings and Business Rules
- Understanding Time Reported Field Mappings and Business Rules
- Understanding Requirement Field Mappings and Business Rules
- Understanding Reserve Field Mappings and Business Rules
- Understanding Allocation Field Mappings and Business Rules
- Examples of the Add-In Managing Milestone Data
- Installing the Planview Portfolios Add-In for Microsoft Project
- Saving a Microsoft Project Plan to Planview Portfolios
- Working in the Planview Portfolios Add-In for Microsoft Project
- Adding Planview Portfolios Resources and Organizational Resources into Microsoft Project
- Configuring the Planview Portfolios Add-In for Microsoft Project
- Creating a New Microsoft Project Plan and Saving It as a Planview Portfolios Project
- Learn About the Messages the Planview Portfolios Add-In for Microsoft Project Displays
- Opening a Planview Portfolios Project through Microsoft Project
- Managing IDs after Copying and Pasting Rows in a Microsoft Project Plan
- Tips for Working in the Planview Portfolios Add-In for Microsoft Project
- Updating a Microsoft Project Plan with Planview Portfolios Data
- Viewing Mappings in the Planview Portfolios Add-In for Microsoft Project Uses
- Data Management and the Planview Portfolios Add-In for Microsoft Project
- Planview Portfolios Add-In for Microsoft Project
- Connectors
- Planview Portfolios and AgilePlace Connector
- Planview Portfolios and ProjectPlace Connector
- Getting Started
- Configuration
- Connected Projects and Workspaces
- Connected Tasks and Activities
- Connected Cards and Action Items
- Connected Resources
- Connected Templates
- Best Practices and Important Information
- Legacy Migration Process
- Managing Connected Plans in ProjectPlace
- Partial Plan (WBS) Synchronization
- Team Member FLEX Timesheet
- Encrypting Sensitive Data
- Roles
- Planview Portfolios and IdeaPlace Connector
- Planview Portfolios and Planview Enterprise Architecture Connector Page
- Integrations
- Installing Planview Portfolios
- Planview Enterprise One – PRM Pre-Installation Readiness
- Analytics and Reporting Server (Recommendations)
- Analytics and Reporting Server
- Analytics and Reporting Server
- Cloud Based Services for Product Help
- IaaS
- Database User for Web Query Services
- Firewall Port Considerations
- Microsoft Project Add-in
- MS SQL Database Engine
- MS SQL Database Engine
- Oracle Database Server
- Oracle Database Server
- Oracle Schema Creation
- Readiness Checklist
- Web Servers (Recommendations)
- Web Server
- Web Server
- Planview Enterprise One – PRM Installation Documents
- About the Functionality Validation
- Administration Tools Installation Results
- Analytics and Reporting Validation Checks
- Administration Tools Installation
- Application Server - Data Gateway Installation
- Application Server - Turbo Enterprise Scheduling Engine Installation
- Applying Updates and Patches
- Architecture Information
- Configuration in a Multiple Web Server Environment
- Configure Ad-Hoc Analysis
- Configuring the Analytics and Reporting Server
- Configuring PVLoader Options
- Connecting a Cube
- Connecting a Model
- Database Connectivity
- Database Maintenance Utililties
- Database Object Creation
- Data Gateway Installation Results
- Editing the RSPortal.exe.config file
- Editing the RSPowerBI.exe.config file
- Editing the RSReportServer.config file
- Editing the RSSrvPolicy.config file
- Editing the Web.config file
- Examples of Setting Parameters for PVLoader
- Finalizing Power BI Report Server custom authentication
- High Availability for Planview Enterprise One – PRM
- Hosted Installation
- Importing OLAP Cubes and Tabular Models
- Importing the Primary Web Server's Machine Key
- Installing Database Components
- Installing Financial Repository Components
- Installing Planview Enterprise One – PRM to a second Web Server
- Installing PVLoader
- Knowledge Assumptions
- Other PVLoader Resources
- Other Resources
- PBIRS Upload Utility
- Portfolio and Resource Management Job Execution Service Account
- Portfolio and Resource Management Web Application Service Account
- Portfolio and Resource Management/Administrative Validation Checks
- Analytic and Reporting Server Custom Authentication
- Prerequisties to Installing PVLoader
- PRM Analytics and Reporting Installation
- PRM Installation Next Steps
- Progressing Engine Installation
- Progressing Engine Installation Results
- Progressing Engine Validation Checks
- PVLoader Non-Web Server Installation
- Subscription Set Up
- SSL Configuration
- Turbo Enterprise Scheduling Engine Installation Results
- Type Parameter
- Upgrading or Creating the PRM Data Mart Database
- Upgrading or Creating the PRM Transactional Database
- Verifying the Installation
- Web Server - PVEConfig.exe
- Web Server - PVEConfig.exe (continued)
- Web Server - Setting Up a Single-Language User Interface
- Web Server Installation
- Web Server Installation Results
- What to Do Next
- Planview Enterprise One – PRM Pre-Installation Readiness
- Advanced Help Topics
- Best Practices
- Technical Notes
- Planview Portfolios Product Releases
- 2022
- 2023
- January 2023 Release Notes for Planview Portfolios
- February 2023 Release Notes for Planview Portfolios
- March 2023 Release Notes for Planview Portfolios
- April 2023 Release Notes for Planview Portfolios
- May 2023 Release Notes for Planview Portfolios
- June 2023 Release Notes for Planview Portfolios
- July 2023 Release Notes for Planview Portfolios
- August 2023 Release Notes for Planview Portfolios
- September 2023 Release Notes for Planview Portfolios
- October 2023 Release Notes for Planview Portfolios
- November 2023 Release Notes for Planview Portfolios
- December 2023 Release Notes for Planview Portfolios
- Notice to On-Premises Customers: Monthly Product Updates for Planview Enterprise One – PRM and Planview Portfolios Ending in April 2023
- Planview Portfolios Quick Reference: Updates to Menus and Navigation Administration Reference – October 2023
- Planview Portfolios Quick Reference: Updates to Menus and Navigation – October 2023
- 2024
- January 2024 Release Notes for Planview Portfolios
- February 2024 Release Notes for Planview Portfolios
- March 2024 Release Notes for Planview Portfolios
- April 2024 Release Notes for Planview Portfolios
- May 2024 Release Notes for Planview Portfolios
- June 2024 Release Notes for Planview Portfolios
- July 2024 Release Notes for Planview Portfolios
- August 2024 Release Notes for Planview Portfolios
- September 2024 Release Notes for Planview Portfolios
- October 2024 Release Notes for Planview Portfolios
- November 2024 Release Notes for Planview Portfolios
- December 2024 Release Notes for Planview Portfolios
- 2025
- February 2025 Release Notes for Planview Portfolios
- March 2025 Release Notes for Planview Portfolios
- April 2025 Release Notes for Planview Portfolios
- May 2025 Release Notes for Planview Portfolios
- June 2025 Release Notes for Planview Portfolios
- July 2025 Release Notes for Planview Portfolios
- August 2025 Release Notes for Planview Portfolios
- September 2025 Release Notes for Planview Portfolios
- October 2025 Release Notes for Planview Portfolios
- November 2025 Release Notes for Planview Portfolios
- December 2025 Release Notes for Planview Portfolios
- 2026
- Planview Portfolios Known Issues and Usage Considerations
- Planview Portfolios New Feature Upgrade Guide
- Tips and Tricks
- Planview Portfolios Glossary
