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Planview Customer Success Center

Fundamentals

Here's where your journey begins! Learn how to get around in Planview Portfolios, and explore fundamental concepts of integrated portfolio management.

This section will guide you toward an understanding of basic navigation in the application, as well as how to use menus, ribbons, and tiles; portfolios; lifecycles; and more.

Also, check out our Glossary of Common Terms. Click glossary icon at the top of any page to access the glossary.

Get the most out of your Success Center experience! In each main topic, start with the overview subtopic and then progress through the other subtopics in that area. Or use the Search bar to search for what you're looking for.

           

TIP

Use quotation marks for an exact match on all words.

           

Once you've learned the basics, where you go next will depend on your role:

  • Project managers: View the Projects and Work section, where you'll learn about the intake of requests, adding projects, maintaining project schedules, project execution, and more. The Resources section has information about assigning resources to your projects. 
  • Resource managers: Visit the Resources section to learn how "people" resources are assigned and managed in Planview Portfolios. Learn how resources are set up, how to assign named resources to fill project resource requirements, how to approve resource assignments, and more.
  • Portfolio and Resource Management (anyone who reports time) resources: Once you learn basic navigation in this section, check out the Time Reporting section for information on entering time via your computer or mobile device.

 

Time to get started! Explore the topics below: