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Planview Portfolios Glossary

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You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

Click a glossary term to show or hide its definition. To jump to a specific letter, click a letter in the following alphabet.



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accepted demand

The sum of the demand from all investments with a status of Accept.



access rights

Ability to control which users can access a file and which actions can be performed (for instance, view or copy); Access rights can be set for each specific file or folder in Content Management.



active plan scenario

Scenario within a given portfolio that is considered the plan for that portfolio; compared to the baseline scenario to measure performance and capture trends.



Actual/Schedule Start/Finish

The actual start/end date of a work item when it is available. If the actual dates are not available, the schedule start/finish date are displayed.



Actual Start/Finish

Historical dates that represent when actual work began and was completed. These dates can be automatically populated based on time entries or manually updated by the work manager.



Ad-hoc Analysis

Allows your organization to perform interactive analysis on strategy, work, and outcome data. The online analytical process (OLAP) views, Key Performance Indicators (KPIs), and highly interactive navigation capabilities of Insight Analytics allow you to easily understand current and trend-based business performance. Referred to as Insight Analytics in Planview Enterprise 11.5 and prior versions.



Agile development

Software methodology that promotes developing code in iterations and a collaborative environment in which changes are accepted as a natural course of the development process. This method uses short iterations to execute the full development of a product (including planning, requirement analysis, coding, unit testing, quality assurance, and documentation) in order to create a working product that can be demonstrated to customers.



allocated effort

The sum of effort for allocations associated with a reserve for a specific time period.




The assignment of work to a specific resource for a specific duration of time and amount of effort.



allocation sequence

The date order in which resources are allocated to work items.




Additional item that is to be routed to payroll along with your timesheet.



alternate structure

Attribute that groups data according to defined categories. For example, you might want to categorize work by status or resources by skills. Alternate structures are displayed in the application's screens as fields or columns with selectable values.



application portfolio optimization (APO)

APO allows organizations to create Assets and route them through a detailed workflow, capturing all the necessary data to make a determination of their value to the business. An APO process will drive the collection of data on things like business value, status, technical value, etc., and potentially lead to discussions around which applications and hardware are most appropriate for the organization to continue to enhance, maintain, retire, etc. (Be aware of other names you might hear for APO including Application Rationalization and Application Inventory.) Planview considers it "Optimization" because it is an iterative process that needs to continually be updated and refreshed to ensure the information is accurate.



associated work

Projects, requests, products, and releases assigned (associated with) a contract to define how they will be billed.

Projects are related to products in order to be able to plot them on a roadmap and perform bottom-up and top-down financial planning.



assumed complete

The work item’s allocated hours have reached zero and the system assumes no further work needs to be done.




Information used to further define primary entities (work, strategies, products, resources, and so on) and secondary entities (changes, risks, contracts, cost centers, and so on). The primary types of attributes are alternate structures, custom fields, and financial attributes. Attributes can be used in filters, custom calculations, analytics, and in column sets.




Gives a resource permission to report time to a work item without defining specific duration or effort. Authorizations can be created at any level of the work breakdown structure and at any level of the organization breakdown structure.




The process by which the system includes specific work items to current or future timesheets, if the resource is allocated or authorized to them.



available capacity

Capacity that exists for the given planning exercise. This is the total capacity minus any capacity dedicated to either standard activities (non-project work), or other investments not in the current portfolio. When this applies to specific resources, the calendar for that resource is used as the basis; otherwise, the standard calendar is used.



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A snapshot of a project’s start and finish schedule dates as they exist at a given point in time; used for future measurement or comparison. A project may have multiple baselines, but only one can be active at a time.



baseline scenario

Scenario within a given portfolio that is considered the desired plan for the portfolio; Often the baseline is set at the end of the planning cycle. It can then be compared to the active plan scenario over time to identify performance and performance trends.



Baseline Start/Finish

A snapshot of dates that are used for tracking performance versus each baseline that has been taken or updated.



billing rates

Numbers associated with resources that are used to determine how the resource’s time and costs will be billed for each project.



budget model

Parameters that define how a financial will be managed in the application, including the configuration rules governing its use (such as time periods) and various financial dimensions.



budget version

One of several possible sets of data that are stored within a financial model; These data sets represent either successive revisions to the financial or comparison data of some other type such as actuals, revised forecasts, or last year’s financials.



business capabilities

A business capability is something a company must be able to do to be competitive in its chosen market. Business capabilities describe what a business does, but they don't define how the company does it.

Even though there are lots of business capabilities a company must have, most companies choose only one or two to excel at to distinguish themselves from their competition and achieve market dominance. For example, a retail company might choose supply chain management as the company's core business capability to become the number one retail store in the nation. To increase sales in this example, the company could favor child capabilities of supply chain management (such as purchasing, inventory tracking, and sales monitoring to allow real-time management of supplying customer demands).



business service

Each business unit (BU) within an organization relies on the IT department to provide the technology and support it needs to be successful. IT provides this support in the form of services it delivers to the BUs. Examples of these services might include maintenance and enhancements to a web site, maintenance of a point-of-sale application, or provision of equipment for new employees, such as computers and phones.



business unit (BU)

All parts of the organization that require support from IT or provide the funding, or budget, to support IT; the "customer."



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A general term used to define the supply of a given type of resource. This can be defined in terms of either effort or currency.



capacity approval

A specific investment status that is directly tied to the Planning menu. This handles the shared approval functionality within Capacity Planning.



capacity planning

Evaluating resource utilization based on the organization’s demand and resource capacity over time in order to properly align the allocation of resources with strategic and organizational priorities.



capacity planning level

The level of the Capacity Planning structure that is used to define capacity. For cost center-based capacity planning, this is always the lowest level of the Cost Center structure. For top-down capacity planning, this can be Strategy, Work, or Product.



capacity source

Depending on the use-case, the capacity source can be one or more cost centers, strategies, higher level of the WBS, or higher levels of the Product structure that defines the capacity for a given entity.



change management

The practice of evaluating, controlling, and approving important changes made during the project and ensuring that all project stakeholders are aware of the changes that affect them; At the most basic level, change management refers to any event that will cause a change to a project’s scope. This could be a change to the cost of the project or the schedule of the project, or a change in scope such as a new module added. Important information to understand about this change would be the financial and schedule impact of the change, the benefit the change will bring, approvals, and any concerns with the change.




Modifications made to the cost, schedule, or scope of a project.



child entity

An entity in the structure that is dependent on and subordinate to another.



column set

Data in many screens appears in a grid format of rows and columns. Each row represents an item, such as a product or strategy, and each column represents an attribute about the item, such as a status or cost. Column sets let you focus the data that displays in the grid for your purposes. For example, for financial planning, you can create one set of columns relevant to breaking down costs by type and another that focuses on comparing return and cost versus benefit. Users can then switch quickly from viewing the cost breakdown to viewing the more investment-focused column set. For more information about column sets, see Configuring Column Sets (Introduction).



committed dates

Dates on a strategic entity indicating that portion of the strategy that has either already occurred or will occur, regardless of any future strategic planning decisions made; conceptually analogous to actual dates on projects.



conditional demand

A sum of the demand from all investments with an Investment Status of Conditional.



configurable chart

Lets users and administrators quickly and easily access charts with data relevant to them from the My Overview ribbon and some Portfolio View ribbons.



configurable table

Lets users and administrators quickly and easily access tables with data relevant to them from the My Overview ribbon and some Portfolio View ribbons. Unlike with customized tables, creating configurable tiles doesn't require experience with SQL queries.



configured screen

Interactive form an administrator configures to support your organization's defined processes. A configured screen's primary purpose is to provide users with information, request information from users, or do both of those things.



configured subscreen

A configured screen an administrator embeds on a Detail screen (such as, the Work Detail screen, Request Detail screen, Strategy Detail screen, or Outcome Detail screen).

Embedding a configured screen on a Detail screen can be based on any single-select alternate structure. To vary the presentation of configured subscreens, an administrator sets rules and maps configured subscreens by attribute or level as needed.




In Planview Portfolios, this is a date that limits a work item. The Constraint Types are as follows:

  • start no earlier than (SNET): the earliest date on which the item may begin
  • start no later than (SNLT): the latest date on which the item may begin
  • finish no earlier than (FNET): the earliest date on which the item may end
  • finish no later than (FNLT): the latest date on which the item may end
  • must start on (MSON): an absolute start date
  • must finish on (MFON): an absolute finish date
  • as soon as possible (ASAP)
  • as late as possible (ALAP)

In Strategic Management, this is a restriction on all possible optimization solutions, for example Total Cost can't exceed $1,000,000.



Cost Center structure

The structure the organization uses to organize and classify all of its resources. Nodes in the structure (Cost Centers) can incur cost, receive benefit, and sponsor (pay for or fund) work. For the purpose of Capacity Planning, the Cost Center structure can be used to specify the source of the organization's capacity. Optionally, Cost Center structures can be used to determine a resource's rates.



cost unit

The unit of time to which the variable cost type and value apply.




Changes, risks, and issues



critical path

A sequence of activities that forms the longest chain of durations in the project. Delaying the completion of any task on the critical path also delays the completion of the project (see also critical path method (CPM)).



critical path management (CPM) Scheduling Engine

Calculates a new schedule for work based on user-defined critical path elements (such as durations, milestones, constraints, and logical relationships).



critical path method

A technique for determining earliest and latest dates for scheduling work and for determining the float, positive or negative, for each work item.




An individual or organization for whom work will be performed; From the Contract module, this is the entity with which an organization enters into a contractual agreement. From Manage Work, this is the person or organization for which the work will be performed. This may or may not be the same as the customer associated with a contract.



custom field

See customizable field.



customizable field

A data element your organization defines to collect information about one of the primary entities (projects, resources, requests, outcomes, and so on).

A customizable field is either a custom field you create or a standard Planview Portfolios field that you may modify to some degree. The following types of customizable fields are supported: text, long text, date/time, currency, numeric, and URL. After the fields are defined, they can be used in reports, columns, configured screens, scripted dialogs, and so on.



customized table

Lets users and administrators access tables with data relevant to them via tiles on the My Overview ribbon and some Portfolio View ribbons.

Customized tables let administrators configure the column header and footer settings, SQL query, and table column settings for the tile. Administrators can also add technical notes to a customized table. Customized tables require more technical knowledge to create and modify than configurable tables because a customized table requires a database administrator or other technical person familiar with Planview databases to construct and insert the SQL query.




The event in the upgrade process when the production database is moved to the new version.



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Online performance-oriented graphics that enable users to quickly assess summary conditions of a portfolio or project.



Data Picker

The screen that displays options for selecting items from a hierarchy. For example, you use a Data Picker to select work items to include in a Work portfolio you are creating. You can navigate through the hierarchy, search for a particular item, or browse through previously marked favorite items.



data source

The mechanism that specifies from which source the data you use to build portlets comes. It contains the connection information about a specific set of data from the database, Data Mart, or an OLAP cube.




A set of data that is returned after running a query on an external data source. Datasets are used to construct portlets, and contain the fields for the data that you want to see.



default Enterprise and Fiscal Calendar

The Enterprise and Fiscal Calendar that Planview provides, which an administrator can modify to suit the needs of your organization. If you must use a different Enterprise and Fiscal Calendar as the default calendar, contact your Planview representative for help with consolidating multiple calendars. The default Enterprise and Fiscal Calendar The Enterprise and Fiscal Calendar that defines the time increments available for the periods used for sponsorship. The lowest level of periods defined in that calendar determines the periods referenced by some columns that display when an administrator configures investment and capacity planning alerts.​​​​​ 




A general term used to describe the impact of a given investment on capacity.



demand filtering

The ability to filter demand beyond the demand that impacts the given capacity source. For instance, you might set up a filter which shows only investments that impact the capacity source and have a Line of Business that is equal to Commercial.



demand planning level

The level of the Demand Planning structure evaluated as demand. The levels available depend on the Demand Planning structure:

  • Work ($Plan) - Must be PPL
  • Strategy - Level of the strategic structure, or PPL
  • Product - Lowest level of the Product structure, or PPL



Demand Planning structure

The structure that is used as a source of the organization's demand. This can be the Strategy structure, the Work structure, or the Product structure.




Decrease in value relevant to non-labor assets utilized to deliver a particular entity (such as a project, strategy, or product or other type of outcome.). The depreciation is derived from the costs in Capital Accounts, and the depreciation details are stored in Amortized Cost accounts.



detail resources

To define specific information about a resource, such as skills possessed, or the date on which the employee began work.



direct dependency

A connection that exists directly between two or more entities of the same type (products, projects, or strategies).


Entity A depends on entity B. You can only choose to pursue entity A if you also pursue entity B. Pursuing entity A without pursuing entity B creates a dependency conflict.




A user who receives requests and decides what to do with them. Dispatchers can review requests in the system, and organizations can have multiple dispatchers.

A dispatcher's main responsibility is to generate one or more entities (such as primary work, outcomes, and strategies) from a request to satisfy that request. Dispatchers can make other decisions as well. They might reassign the request to another dispatcher, change a request's status (refusing or deferring it), or modify a lifecycle to route a request through further review or justification before dispatching it.



drivers of brand choice

The attributes that customers consider when evaluating and choosing products and brands. In any product or service category, these attributes define the characteristics of the ideal brand, product, or customer experience as perceived by customers in each market segment. Each driver of brand choice embodies a customer benefit or requirement on which customers compare and differentiate brands when making a purchase decision.




In a project, the period of time between a start date and a finish date of a work item.



dynamic chart

HTML5-based portlets that can incorporate motion and slicers in the charts.



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earned value

A calculated measurement that tracks progress on a project.



edit work

To break a project into manageable components (phases, tasks, etc.) and assign dates, resource requirements, resource assignments, relationships, constraints, etc. (see scope).



efficient frontier

Optimization problem that generates solutions over a variable constraint, e.g. what can be achieved with Total Cost of $200K, $400K and $600K.




The number of hours that a resource is expected to spend on a work item in order to complete it (duration x %). Effort can also encompass requirements, reserves, and allocations which aren't directly associated to a resource.



Enterprise and Fiscal Calendar

Available if an administrator configures the system for Financial Management, the Enterprise and Fiscal Calendar defines the time periods in which financial data can be captured for financial planning and investment and capacity planning. The calendar's default information is automatically generated by the database when Planview Portfolios is installed.




To notify a person about an impending risk or change that may affect or impact the project.



exit dialog

Connection of a scripted dialog to a configured screen that allows an administrator to have dynamic checks and/or actions performed (by a scripted dialog) at the completion of a configured screen by an end user.



An exit dialog is kicked off automatically every time the relevant configured screen is saved.





A specific expense that is attached to a project or task. Expenditures integrate non-labor planning and tracking into Project Execution, thereby enabling the Project Manager to simultaneously manage both the labor and the non-labor elements of the project.



expired effort

Unused effort prior to Time Now that has been set to be removed when the Progressing Engine is run, rather than moved to a future period. The following attributes control how effort prior to Time Now is updated by the Progressing Engine: Progress Requirement Options, Progress Reserve Options, and Progress Tasks and Allocations.



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A permission that a user needs to view or use a specific part of the software. Administrators assign features to user roles to ensure that users with that role have the necessary access to perform their jobs.




A means of organizing the work and resources to which a user is granted access through selection of specific data from the database repository and limiting what will display within screens and Manage Work's Gantt and Profile views (for example, all open or active projects).



Financial Management

The oversight, control, and management of budgeted, forecasted, planned, and actual costs of an organization by project, strategy, organization, or product or other type of outcome. Within the system, Financial Management consists of financial planning to budget and forecast costs and benefits, and multi-currency to manage financials in a variety of currencies.



financial model

Parameters that define how financial data is managed in the system, including the configuration rules that govern its use (such as time periods) and various financial dimensions.



financial planning

Planning, estimating, and tracking the expected costs and benefits of a given entity, whether it is a project, strategy,  or outcome. It consolidates both budgeting and forecasting concepts into a periodic process of planning, estimating, tracking, and adjusting financial data.



financial version

One of several possible sets of data that are stored within a financial model. These data sets represent either successive revisions to the financial data or comparison data of some other type such as actuals, revised forecasts, or last year's financials.



focus controls

The area of the Financial Planning Detail screen that lets you change the order of the attributes displayed, as well as which attributes display concatenated on the lowest row in each branch, or as rows in the hierarchy . Attributes before the splitter bar display as rows, while attributes after the splitter bar display concatenated on the lowest row in each branch.



forecast period

Fiscal Calendar period that defines the start of forecast data in Financial Management. Periods prior to the forecast period are defined as actuals, while the periods starting on or after the forecast period are defined as forecast. This setting is used in financial planning subtotal columns (such as, the Limit to Actuals or Forecast Periods criteria) and also in the FastTrack Analytics.

The forecast period is typically the current month and should be updated each month as part of a monthly Financial Management process.



free float

The amount of time, based on the work entity's calendar, that a work entity can be delayed without affecting the start date of any of its successors (calculated as the minimum duration between the Schedule Finish date and the Early Start dates of all its immediate successors); associated with an individual item, not a path of work items.



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Gantt chart

A display of information in a graphical format, such as horizontal lines that represent work dates.




In Planview Enterprise One – PRM, grants are permissions that help ensure only appropriate users have access to data for a specific item (such as a work entity, resource, strategy, contract, product, or other type of business outcome).

Grants can be read-only or read/write. You can only include items to which you have either read/write or read-only grants in the portfolios you create. 



In Planview Portfolios, grants are called permissions.




Growth-Share Matrix

A visual tool that helps organizations to analyze the relative value of products for decision-making (including the allocation of financial and human resources). Products are plotted along a graph based on market growth and relative market share, and sized by market size to categorized product lines as "Stars","Cash Cows", "Question Marks", or "Dogs."



No entries available.


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indirect dependency

A connection that exists indirectly between two or more entities of the same type (products, projects, or strategies) via an intermediary entity.


Entity A depends on entity B, which depends on entity C. This means you must choose to pursue entity C in order to pursue entity B, and you must pursue entity B in order to pursue entity A. Therefore, indirectly, entity A depends on entity C.



integrate progress

To convert time-reported records from resources into actual effort and dates to show how much progress has been made on work items.



Internal Rate of Return (IRR)

Discount rate needed to make a project's Net Present Value (NPV) equal to 0.




A generic term used to describe an entity that has demand. Investments can be products, strategies, strategic entities (such as programs), or projects.



investment and capacity planning alerts

Special dynamic calculations an administrator can configure to help investment and capacity planning users resolve some issues as they make investment decisions. The Investment and Capacity Planning screen displays an alert when the results of its relevant calculation within an investment and capacity planning scenario impact capacity by the threshold the administrator specified for the alert.



investment and capacity planning scenarios

In essence, portfolio-specific staging areas that support defining an investment plan in a shared environment. These scenarios are a tool that lets users model different investment decisions and various approaches to balancing demand with capacity. By using multiple scenarios, users who have access to the scenario's relevant Planning portfolio can work in a what-if environment until it is determined that a particular scenario is ready to be shared with others as an organization's investment plan.

For more information, see shared scenario.



investment approval status

The structure that is used to represent approval within strategic management. The general concept of investment approval status allows for the following values:

  • Pending - Not ready to be considered
  • Analyze - Ready to be considered, but no decision has been mad
  • Conditional - An intermediate state where an investment is being considered for approval, but hasn't yet been accepted
  • Accept - A decision has been made, and the investment is approve
  • Refuse - A decision has been made, and the investment is denied
  • Resubmit - The investment was refused and has been resubmitted for consideration. This status is treated the same as Analyze

An organization can have one or more Investment Status structures to control a gated approval process (strategic approval, then capacity approval). Creating more Investment Status structures is referred to as cloning.



investment models

Provide the framework for investment approval in Strategic Management. Identifies the key performance indicators to evaluate, compare, plan and monitor strategies. Considers measurements and metrics such as cost, benefit, effort, and ROI, as well as factors such as strategic alignment, customer impact, and risk. Report on proposed business value and determine the method for scoring and prioritizing investments (projects/strategies).



investment optimization

The process of taking consolidated and summarized investment information and using it to recommend a set of investment decisions (for example, running a specified number of scenarios in order to recommend the optimal set of investments); These decisions will use the information to reach an "optimal" solution based on a set of user-defined inputs.



Investment Status (Wbs27)

A specific investment status structure. This, along with Capacity Approval, is currently available by default with all installations.




Associated to any level of a project, an issue tracks questions, comments, or facts that affect the schedule, cost, scope, or quality of a project and that should be documented and communicated.



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An instance of a specific type that can be used in a job stream. Examples include progressing, data mart updates, or financial plan loads.



job stream

A list of jobs that an administrator configures to run in a specific order and at a specific point in time.



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Key Performance Indicators

Measurements and metrics such as cost, benefit, effort, and return on investment (ROI). Also known as KPIs.



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lag time

In project management, designates how much time must elapse before a successor may begin.



lead time

In project management, designates how much time linked tasks can overlap.



leaf level

Items at the lowest level of a hierarchical structure, such as the Work structure (also referred to $Plan, the work breakdown structure, and WBS) or the Strategy structure ($Strategy).

Leaf-level items do not have any children; for example, work items that have no additional work items below them in the hierarchy are considered to be at the leaf level. 



lifecycle document

A copy of a document or folder content file available in the Template Content folder. Assigning a lifecycle that includes a step directing a user to create a document automatically adds a lifecycle document to Content Management.



logical relationship

Defines the dependencies between tasks. For example, you could establish logical relationships to indicate that a task to publish a report cannot be done until the task to generate the report is finished.



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Located at the top of the interface, menus are the main starting point for working in Planview Portfolios. 




A zero-effort, zero-duration schedule event. Resources may not be assigned to milestones; however, milestones help users define key dates and events in a schedule.




A predefined set of optimization options and parameters for generating solutions.



multi-select structure

A structure in which more than one answer or item can be chosen.

Administrators can make multi-select work, resource, outcome, and strategy structures available as columns; such columns are read-only and display the selected attributes as a comma-separated list. If there is a primary value, this will be displayed first with the other attributes alphabetized after it. 



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net asset value

The total dollar value of assets minus total liabilities.



net effort

A reserve or requirement's remaining effort minus its assigned effort within a specific time period.



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Supported in Planview Enterprise One release 16 – PRM, Optimization represents an algorithm available for you to run across a scenario to help achieve a better balance between demand and capacity. Optimization tries to find a maximum or minimum value of a function subject to a set of constraints while taking rank into consideration.

Optimization maximizes the use of available capacity and thereby fills gaps of unused capacity. Optimization also addresses occurrences of over utilization, which helps reduce or eliminate the red displayed in the Investment and Capacity Planning screen’s Profile pane. To ascertain which investments to optimize first, the algorithm uses investment ranking as it determines which investments should be delivered first.



organizational resource

Set of resources that share a common organizational planning level and a given resource attribute (as specified by the organization), such as role, skill, or location; used in resource management for resource requirements.




Outcomes include products, services, applications, technology, assets, facilities, and more. They are meant to represent any combination of these, each of which often have their own lifecycles and financials.



outside portfolio

The amount of demand by investments at the Demand Planning level that aren't included in the current capacity planning exercise. This occurs based upon demand filtering.




Any scheduled effort above the resource's normal available time for work (set by the calendar associated with that resource and any standard activities); An overload percentage can be set for each allocation. The resource scheduling engine, available in Manage Work, can be instructed to either use or not use the established overload percentages.



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parent/child relationship

The relationship between work or resource items in which like items (children) are grouped under a single heading (parent).



payroll code

When enabled, payroll codes (such as, standard time or overtime) let users indicate the type of time worked on a specific work item. These payroll codes can be configured to use rate multipliers used in the calculation of labor costs.



payroll code set

Allows an administrator to define a name for a set of payroll codes and their associated rate multipliers. Payroll code sets can be associated with rate sets, rate cards, rate lookups, and rate segments to provide flexibility in overtime costing.





pending effort

This is a reserve or requirement’s remaining effort minus its allocated effort, which can span multiple time periods. Specifically, when a reserve or requirement’s allocated effort exceeds its remaining effort within a specific time period, the excess amount is proportionally decremented from the full effort profile for that reserve or requirement. As a result, an over-allocation in one time period will be decremented from the pending effort in other time periods.



Pending effort can't be a negative value.




percent complete

For leaf work items (that is, work items with no children): If the enter status flag is set to Yes, the percent complete is a number between 0 and 100 entered by the project manager. If the enter status flag is set to No, the percent complete is calculated as the ratio of actual effort/total effort.

For parent work items (work items with children), Percent Complete is calculated level by level as the sum of the percent complete for each of the parent work item's immediate children multiplied by each child's Duration at Complete value. This figure is then divided by sum of the Duration at Complete values for all of the work item's children.

For example:

Parent Task P has child Task A and a child Task B.

  • Task A has a duration of 15 days and is 25% complete (0.25).
  • Task B has a duration of 8 days and is 75% complete (0.75).

Parent Task P’s percent complete is calculated as the following equation: 100*((0.25*15) + (0.75*8))/23, or 42% complete.



percent utilization

The percent utilization is effort divided by the calendar capacity (working time).

Effort is either the total effort for a requirement or the remaining effort for allocations and reserves.

For requirements, the calendar capacity for the period is determined by the associated work calendar. For allocations and reservers, the Calendar capacity is the amount of working time available on the resource’s calendar between the schedule start and schedule finish dates.




In Planview Portfolios, permissions help ensure only appropriate users have access to data for a specific item (such as a work entity, resource, strategy, contract, product, or other type of business outcome).

Permissions can be viewable (read-only) or editable (read/write). You can only include items to which you have either read/write or read-only permissions in portfolios you create. 



In Planview Enterprise One – PRM, permissions are called grants.




pivot view



Planview Turbo Enterprise Scheduling Engine

See Turbo Enterprise Scheduling Engine (TESE).




The application's portfolios are how users can group entities that they work with for analysis and review. They provide access to database information that you can view, manage, or edit. A portfolio lets you group information, based upon a set of specific attributes. Portfolios let you review or manage many single items in a collective manner. Depending on the portfolio, it provides a filtered view of work, resources, strategies, or outcomes.





primary planning level (PPL)

The level of the work structure at which planning will begin. This typically represents the project level but can also represent other types of work such as epics and maintenance work. This is also the level at which financials are captured and represents the highest level supporting time reporting and changes/risks/issues.



Process Delivery Center (PDC)

Planview Portfolios functionality that supports an administrator automating the flow of work from concept to completion based on the architecture of the business processes an administrator models, defines, and creates for an organization.

A Planview administrator typically performs tasks relevant to the PDC architecture. In some organizations,  however, a separate PDC Architect is the administrator responsible for tasks having to do with the PDC architecture.



Progressing Engine

The Progressing Engine is a system process that progresses unfinished work forward in the project schedule, and is one of the core Planview applications that is used by almost every customer at least once per week.



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The delivery of one or more products or projects to their consumer.



release date

The date one or more products or projects are delivered to their consumer.



remaining - assigned (remaining minus assigned)

The difference between the remaining effort for the time period and the assigned effort for the same time period. Written as an equation: Remaining - Assigned = Net Effort.

This value is focused on the effort within an effort profile time period and does not account for offsetting assignments. It's used to highlight when a resource is over- or under-assigned for a specific time period.





remaining - allocated (remaining minus allocated)

The difference between a reserve's remaining effort and its allocated effort within a specific time period.        



When the allocated effort exceeds the reserve effort for the time period, this value is displayed as a negative value to bring attention to the over-allocation within the time period.




remaining capacity

Resource time availability remaining after considering the impact of all Accepted Demand on Available Capacity.



remaining effort

The amount of effort for a reserve for a specific time period, not including any expired effort. If viewed within effort profile cells, remaining effort includes only the effort for that specific time period.



Report Definition Language (RDL)

This file type is used for Microsoft SQL Server Reporting Services (SSRS) reports. For more information, see Microsoft's documentation.



Requested Start/Finish

The ideal date when a work item should start or finish. Requested Start is used for planning a future start date (a date later than Time Now). Requested Finish operates like a "finish no later than" (FNLT) constraint on the work item and impacts the amount of float (i.e., slack) in the project schedule, and how much the tasks must overlap to meet the constraint. Therefore, the Requested Finish date should only be used for a hard deadline




Requirements are used to define resource demand on a project. A way to define a need on a project for a particular role or skill to perform the work. Often used to forecast a project's demand for planning purposes. A project manager would specify a requirement when they know what type of person or skill is required but they don't know who specifically can perform the work.




Reserves "soft book" a specific amount of resource effort during a particular period of time. You can reserve a single resource or multiple resources to a work item. Resource time can be reserved at a parent (phase) or child (activity).



resource detail

A way to track information about a resource, using attributes.



resource manager

A person in an organization responsible for assigning resources to work, controlling resource capacity, and managing other personnel issues.



resource overload

Assigning a resource more work than the resource has time available.



resource rate

The currency value per unit of time for the resource.




The people and other unique limited assets (such as computers or machinery) used to accomplish the goals of an organization.



return on investment (ROI)

Measurement representing the financial benefit received from an investment.




The horizontal user-interface element that is displayed below the Menu Bar on some screens. It contains tiles that provide easy access to chart or table data that is related to the current screen.




In project and resource management, a risk is an any event or condition that has the potential to impact a project's budget, schedule, or quality.



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scenario data

Varies depending on the type of scenario:

  • For an investment and capacity planning scenario, investment and summarized financial planning data relevant to that scenario.
  • For an investment analysis scenario, strategic and/or organizational information that has been summarized into a scenario within investment analysis; an investment analysis scenario’s data is a snapshot of summarized master data.



scenario promotion

Finalizing a set of investment decisions within an investment-analysis scenario and communicating them back to the central strategic and work master data.

Promoting an investment-analysis scenario updates the investment status, priority, and planned dates within the master data.



scenario publication

Updating relevant demand and capacity entities (strategies, projects, or products) and their financial plans with data from an investment and capacity planning scenario.




The application supports the following types of scenarios:

  • Investment and capacity planning scenario, a snapshot of the financial plan in a planning portfolio. Such scenarios can be used to represent baselines by being static and therefore never altered. Users can also make changes within investment and capacity planning scenarios to create a what-if environment. For more information on investment and capacity planning scenarios, see shared scenario.
  • Investment-analysis scenario, tool for modeling different sets of organizational planning or strategic planning decisions within investment analysis.



schedule bar

In a Gantt chart, a line representing the schedule dates of a work item.



schedule maturity index (SMI)

A number that is calculated for each work entity and rolled up to the parent levels to indicate the level of confidence in all levels of a schedule.



Scheduled Start/Finish

The date when current/remaining work is planned to begin. During initial planning, the schedule start date is driven by either Time Now or the Requested Start date, whichever is later.






Verb: To analyze the amount of effort, cost, and duration involved in completing project work.

Noun: The breadth of deliverables that make up a project or product.



scripted dialog

An interactive dialog an administrator configures. A scripted dialog is used in one of the following ways:

  • User facing

    In this method, a scripted dialog prompts a user with a question. Based on the answer to that question, the scripted dialog could lead to additional questions to determine what actions the dialog is to take.

  • Silent

    In this method, a scripted dialog operates behind the scenes and compares the minimum required information entered on a screen by a user to determine what actions the dialog is to take.

The following actions are supported for both methods described above:

  • Set values for fields or structures
  • Run calculations, such as risk scoring
  • Send custom notifications
  • Select workflow
  • Redirect workflow

(See also exit dialog.)



sequence ID

The system's internal structure code for an entity; for internal use only.



shared attribute

Financial-planning line attribute used in both the capacity and demand financial models for accounts in the category for which investment and capacity planning is displaying data.



shared scenario

Investment and capacity planning scenario that shares its data with the relevant Planning portfolio's financial plan. Each Planning portfolio has a shared scenario. It is a Planning portfolio's shared scenario's data that is displayed when that portfolio is accessed for the very first time in investment and capacity planning.



A shared scenario's financial data is saved to the financial plan's version. Changes made to investment approval status and priority values in the shared scenario must be published to update entities with those changes and thereby make them available to users who don't have access to investment and capacity planning.




single-select structure

A structure in which only one answer or item can be chosen.



Source database

This database is the one you most recently signed into before copying that database to another database from within the application. The Source database is typically the Production database, but the Source database can be a non-production database if the system supports multiple non-production databases and you want to use the application to copy between non-production databases.




A period of time during which an iteration of work is conducted to implement a story.

See story.




A person connected with an organization who stands to benefit or lose based on the outcome of a project.



standard activities

Non-project related effort and non-working time that reduces the capacity available for project work.




A description of a business need, preferably written from the user's perspective, used in the Agile development methodology to define a piece of work.



Strategic Management

Capability that allows you to align strategies with people and money across the organization.

Strategic Management lets you dynamically manage money and resources to support high value initiatives and make better decisions around investments, synchronize top-down strategic planning with bottom-up execution, and integrate portfolio decision making with strategic planning.



strategic planning

Top-down planning to drive high-level objectives and strategies into progressively more detailed components based on resource demands (labor and/or financial), dates, and the realization of benefits.



structure dependency

A relationship between two structures. They can be defined for the following primary structures or entities: Strategy, Work, Outcome, requests, and support tickets.

Each structure dependency consists of a controlling structure and a dependent structure. The selection of a controlling structure impacts which options or values can be used in the dependent structure. Two different dependent structures can depend on the same controlling structures. However, one dependent structure cannot be controlled by more than one controlling structure.

The application supports structure dependencies for the convenience of users, but the application does not use such dependencies for security purposes.




A work entity with a start or finish that is dependent on another task.



support ticket

Support tickets are one-task work items with a resolution (for example, a server maintenance request). The Support Ticket feature lets users capture detailed technical, resolution, or accounting information about unplanned work, after it has been performed.




A planning technique used to evaluate a product's Strengths, Weaknesses, Opportunities, and Threats.



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Target database

A database that the application is to overwrite as it copies information from the database you are signed into. A Target database should always be a non-production database.



threshold lines

Used on the Investment and Capacity Planning Rank view to indicate investments that help you identify when the target an administrator set for a financial-planning column is met. You can define up to three threshold lines for the Rank view. Threshold lines are drawn above the investment that exceeds the selected criteria.




The application can display information about products, work, requests, resources, strategies, and more in graphical and tabular formats. You can access this information through tiles, which appear on ribbons on some View screens, such as Work View.



time now

Time Now is a date value that represents the earliest date any work can be scheduled. The Time Now setting is a moment of time that separates the past and the future in Planview Portfolios. All actual data related to time prior to Time Now is processed by the Progressing Engine. Actual data for periods after Time Now are ignored. The selection of Time Now dates is limited by the ends of time-reporting periods.




Tolerance levels designate the amount of effort or duration (in percentage or days, respectively) an allocation can move beyond its approved reserve of resource effort or duration. When effort exceeds the Percentage tolerance level, or duration exceeds the Days tolerance level, a notification is sent to users who have resource grants to Approve Requests and have permission to allocate resources. The Days and Percentage values for tolerance can work independently of each other. For example, you can designate that a notification is triggered if the assignment tolerance moves beyond 10 days duration, or 5% effort.



total capacity

The total supply of a given resource. This is the total effort or currency that is available before considering the impact of any demand and any standard activities.



total float

The amount of time (based on the work entity calendar) that the work entity can be delayed without affecting the late finish date of the project.

The Total Float is calculated as Total Float = Late Finish - Schedule Finish.




A visual tool used to display detailed information about the relationships and patterns between objects, in a constrained space, such as a single screen. In Insight Analytics, the treemap helps you determine trends or patterns regarding projects, products, or other entities.



Turbo Enterprise Scheduling Engine (TESE)

A vital service that is used for various scheduling tasks. For performance reasons, it caches certain work and calendar data that doesn't frequently change.



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unavailable time

Time that a resource is scheduled for standard work (e.g., scheduled holidays, vacations, maintenance, etc.) or other planned work and isn't available for allocation.



unit hierarchy

The hierarchical structure with which budgets may be associated and the level within the structure at which a budget can be created.



unplanned capacity

The supply that remains after considering the impact of all Accepted and Conditional Demand on Capacity.




The process of applying the latest software maintenance release, such as updating Planview Enterprise 14.0 to Planview Enterprise 14.1.




The process of moving from one software version to a newer version, such as upgrading Planview Enterprise 14.x to Planview Enterprise One release 15 – PRM.



user role

Identifies a responsibility type in your organization, such as Strategy Manager, Resource Manager, Project Manager. User roles don't have pre-defined names, because organizations typically differ widely in the names that might be used for user roles.



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Different options for viewing data, used in work and resource management to see the schedule, assignments, and backlog; and in Investment and Capacity Planning to rank, analyze, balance, and compare investments.

See pivot view.




Graphical representation of complex data. Typically the graphic elements displayed on a visualization reveal underlying patterns and enables you to quickly access important information.



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A more generic term for projects.



working scenario

The scenario currently selected on the Investment and Capacity Planning screen. Your working scenario can be the shared scenario or any other scenario within the relevant Planning portfolio. A working scenario is always included in scenario comparisons you can make in investment and capacity planning.



working version

On a screen relevant to financial planning, the version currently selected on the screen's Version list. If your system is configured for investment and capacity planning and a scenario is selected on the list, the list's name is Scenario or Shared Scenario depending on whether the shared scenario is the one selected on the list.



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