Rolling Up Child Values in a Financial Plan
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- 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
