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Planview PortfoliosGlossary
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Planview Portfolios
Fundamentals
User Interface Basics
Screen Basics
Configured Screens
Scripted Dialogs
Column Sets
Marking Portfolios and Entities as Favorites
Exporting Information
Using ProjectPlace Data
Primary Navigation Bar Elements
Menu Basics
My Overview
The New Menu
Searching for Information
User Menu
Finding Your Product Release Number
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
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
Permissions
Adding Permissions
Reviewing Your Permissions
Reviewing Permissions You Have Given to Others
Updating Permissions
Removing Permissions
Preferences
Setting General Preferences
Setting Financial and Investment and Capacity Planning Preferences
Changing or Resetting Your Password
Personalizing the Color Scheme
Setting a Default Sign-In Menu and Screen
Lifecycles
Working with Lifecycles
Responding to a Lifecycle Notification
Delegating Lifecycle Steps to Another User
Administering Lifecycles
Notifications
Viewing and Responding to Notifications
Controlling the Display of Notifications
Notification Action Categories
Configuring Timesheet Email Notification Settings
Robotic Process Automation (RPA) Robot
SharePoint
Planview Portfolios Customer Care
Time Reporting
Time Reporting Overview
Manage Time Reporting and Timesheets
About Timesheets and Tracking 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
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
Delegating Dispatch Responsibilities to Other Users
Changing the Status of a Request
Deleting a Request
Request Analytics and Reporting
Projects and Work
Work Management Overview
About Scoping Work
Creating Work Portfolios
Finding and Replacing Work Descriptions
Using Work Management Screens Overview
Work Menu Basics
Work Portfolio View Screen Basics
Work View Screen Basics
Plan Screen Basics
Work and Assignments Screen Basics
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
Creating Work
Creating the Work Schedule
Plan and Schedule
Managing Iterative Work
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
Work Financial Planning
Comparing Financial Plans
Expenditures
Expenses
Analyzing Financial-Management Data for Projects
Execute and Track Progress
Reviewing and Monitoring Work
Work Baselines
Work Progress and Status
Changes, Risks, and Issues (CRIs)
Support Tickets
Closing Work or Canceling Work
Objectives and Key Results (OKRs) for Work
Objectives and Key Results Screen Basics for Work
Sentiment Analysis
Work Analytics and Reporting
Legacy Reports
Resources
Resource Management Overview
Resource Management Screens Overview
Resource Portfolios Overview
Monitoring and Managing Resource Information
Creating and Utilizing Teams
Assignments
Resource Assignment Types Overview
Requirements
Reserves
Allocations
Authorizations
Eliminating Resource Overload
Standard Activities
Managing Assignments
Resource Utilization
z_Archive
Resources Analytics and Reporting
Financial Management
Financial Planning
Financial Management Concepts
Formatting Financial Planning Screens
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
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
Rank Investments
Ranking Investments
Alerts
Investment Dependencies
Analyze Investments
Updating Investment Approval Status and Priority
Shift Investments
Data Display and Layout of the Shift View
Shifting Investments to Resolve Capacity Issues
Grouping Hierarchy by Program or Outcome
Using Milestones on the Shift View
Optimizing a Scenario
Balance Investments
Updating Capacity and Demand Data in Investment and Capacity Planning
Compare Investments
Comparing Multiple Scenarios
Comparing a Plan to Its Work Plan Data
Publish in Investment and Capacity Planning
Publishing the Current Version of an Investment Plan as the Official Plan
Publishing a Scenario in Investment and Capacity Planning
About Lifecycles and the Publication of the Shared Scenario
Allowing Users to View Published Investment Ranking Details
Preferences
Setting Investment and Capacity Planning Preferences
Setting Preferences for Financial and Investment and Capacity Planning
Planning Analytics and Reporting
Understanding Impact Analysis Report Tiles
Create an Impact Analysis Report Tile
Analytics and Reporting
Ad-hoc Analysis
OLAP Analysis
Using Cube and Model Data in Microsoft Excel
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
Planning Analytics
Requests Analytics
Resource Analytics
Strategic Analytics
Work and Project Analytics
FastTrack Analytics Configuration
FastTrack Content Storage Page
Enabling Support for Rich Text in Reports
Microsoft Outlook Add-In
Enabling the Microsoft Outlook Add-In
Removing the Microsoft Outlook Add-In
Installing the Microsoft Outlook Add-In
Using Planview Portfolios Tiles in Microsoft Outlook
Analyze Charts and Table Tiles
Planview Enterprise One Tiles
OData Access for Planview Portfolios
Accessing Planview Portfolios Data with OData
Best Practices for Reporting Services Datasets for OData
OData Datasets
OData Dataset Naming Convention Changes
Tabular Models
Tabular Models Tips and Data Security Best Practices
Investment Capacity Planning Tabular Model
Building SSRS/Report Builder Reports Using Tabular Models
E1-LeanKit Tabular Model
Tabular Models Units of Measure
Strategies
Strategic Planning Overview
Strategic Planning Screens Overview
Strategy Portfolios
Strategy Roadmap
Working with Strategic Entities
Creating a Strategic Entity
Reviewing or Modifying a Strategic Entity's Details
Deleting a Strategic Entity
Strategic Investment Dependencies
Associations of Strategy Entities
Define a Strategic Plan's Schedule
Schedule Screen Basics for a Strategic Entity
Changing Scheduling Dates of a Strategic Entity
Strategic Milestones
Strategy Releases
Strategy Baselines
Saving a Baseline for a Strategic Entity or Outcome in a Strategic Plan
Saving Baselines of All Strategic Entities in a Portfolio
Strategic Financial Planning
About Strategy Financial Loads
Summarizing Financial-Planning Data on the Strategy Portfolio View Screen
Rolling Up Child Values in a Strategic Financial Plan
Spreading Down Data by Percentage to Children in a Strategic Financial Plan
Strategic Entity Analytics and Reporting
Monitoring Strategic Baseline Performance
Balancing Investments
Strategic Analytics and Reporting
Objectives and Key Results (OKRs) for Strategies
Objectives and Key Results Screen Basics for Strategies
Outcomes
Outcome Portfolio Management Overview
Outcome Portfolio Management Screens Overview
Outcome Portfolios
Outcome Roadmap
Work with Outcomes
Creating an Outcome
Reviewing or Modifying an Outcome's Details
Associations of Outcomes
Deleting an Outcome
Outcome Investment Dependencies
Providing Access to Outcome-related Images and URLs
Define the Outcome Plan's Schedule
Schedule Screen Basics for an Outcome
Changing Target Dates of an Outcome
Outcome Milestones
Setting Outcome-Stage Finish Dates
Outcome Releases
Outcome Baselines
Saving a Baseline of All Outcomes in a Portfolio
Comparing a Baseline's Dates to the Current Dates of an Outcome Plan
Comparing Dates of Two Outcome Baselines
Request Management for Outcomes
Outcome Analytics and Reporting
Business Cases
Business Cases Screen Basics
Publishing Business Case Data
Setting Business Cases Screen Preferences
Using Business Case Scenarios
Using Formula Functions with the Formula Calculator
Releases
Release Management Screens
Reviewing All Release Associations
Reviewing Release Associations for an Outcome, Work Item, or Strategic Entity
Setting a Release Date and Reviewing or Modifying Other Information for a Release
Content
About Access Types
About the Global Content and Template Content Folders
Adding Content without Waiting for a Lifecycle Notification
Checking In a Document or Undoing a Check Out
Checking Out a Document
Content Management Security
Managing Content through the Review Content Screen
Managing Content without Waiting for a Lifecycle Notification
Opening the Review Content Screen
Reviewing Content History
Review Content Screen
Searching for Content Files
Setting Access Rights on Content Files
Version Maintenance of Content
Contracts
Creating New Contracts
Associating Work with a Work Contract
Customers
Defining a Profile for a New Customer
Adding Contact Information to an Existing Customer Profile
Associating Customers with Work
Inactivating Customer and Contact Information Through the Customer Management Module
Administration
Types of Administrators
Planview Administrator
Process Architect
Technical Administrators (On-Premises Customers)
Administration Business Processes
Considerations for Usage and Performance
End-of-Year Administration Procedures
Sequence of Administration Tasks
Administration Menu
Users and Roles
Configuring Resources and Associated Users
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
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
Reporting Content Management
Report Subscription Management
Work Status Reports Administration
Calendars
Associating Resources with Calendars
Creating Calendars
Managing the Standard Calendar and Alternate Calendars
Scheduling Standard Work
Setting Rules for the Standard Calendar
Update a Calendar Rule Screen
Attributes - Financial Planning, Fields, and Alternate Structures
Attribute Best Practices
Manage Attributes Screen Basics
Editing Display Settings for an Attribute
Fields
Alternate Structures
Performing an IIS Reset
Calculation Details for Financial Metrics (NPV, ROI, IRR, Payback Period)
Lifecycles
Before Adding a Lifecycle Model
Adding or Editing Lifecycle Models
Administer Lifecycles Screen Basics
CRI Lifecycle Models
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
Configured Screens
Maintain Configured Screens - Screen Basics
Designing Configured Screens
Copying a Configured Screen
Creating a Configured Screen
Deleting a Configured Screen
Modifying a Configured Screen
Legacy Configured Screens
Scripted Dialogs
About Combining Scripted Dialogs with Configured Screens
Adding or Modifying a Question and Question Responses
Adding or Modifying a Test and Test Values
Creating And-Or Environments
Creating a Scripted Dialog
Defining an Alternate Structure Action
Defining a Go To Action
Defining a Lifecycle Action
Defining a Numerical Accumulator Action
Defining a Text Buffer Action
Defining a Work Breakdown Structure Action
Modifying Scripted Dialogs
Key Functionality of Scripted Dialogs
Presentation of Scripted Dialogs
Preventing Changes to Alternate Structures from within the Work Detail Screen
Removing Items from a Scripted Dialog
Columns and Column Sets
Adding Calculated Financial-Planning Columns
Adding Internal Rate of Return (IRR) Columns
Adding Payback Period Columns
Adding Subtotal Financial Planning Columns
Creating and Editing Column Sets
Defining Data Displayed in Subtotal Columns
Deleting Column Sets
Managing the Default Column Sets
Configuration
Baseline Administration
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
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
Work Estimating
Operational Administration
Calendar, Time, and the Planning Horizon
Configuration Migration
Data Mart
Displaying Custom Logos
Progressing Engine Administration
Refreshing the Turbo Enterprise Scheduling Engine Cache
Strategic Planning and Investment and Capacity Planning Differences
Work Estimating Administration
Financial Management Administration
Administering Financial Management
Using Models and Versions in Financial Management
Setting Up Financial-Planning Accounts Overview
Financial Planning Configuration
Using Multiple Currencies in Financial Management
About Calculating Depreciation
Working with Depreciation Templates
Associating Capital Accounts and Depreciation
Job Stream Management
Creating and Managing a Job Stream
Running a Job Stream Now
Scheduling a Job Stream
Monitoring a Job Stream
Using a Log to Monitor Jobs in a Job Stream
Cancelling a Job Stream
Enabling Failure Notification Emails for a Job Stream
Job Stream Management Screen Basics
Language Support
Portfolios Videos
Action Item Tiles
Add a Request (PRM)
Add Work
Admin - Configured Screens Before You Convert
Admin - Configured Screens Configure Add New Work
Admin - Configured Screens Converting and Activating Add New Work
Admin - Configured Screens Smart Logic
Admin - Overview of Alternative Structure Types
Admin - Overview of Primary Structure Types
Align Reserves with Work Dates
Approve and Disapprove Timesheets as a Project Manager
Approve and Disapprove Timesheets as a Resource Manager
Approve Resource Assignment Requests
Assign Multiple Reserves and Requirements
Authorizations
Backlog Management
Backlog Management R16
Create a Portfolio
Create a Strategic Entity
Create Requirements
Creating Relationships between Work Items
Critical Path Management and Scheduling
Dispatch Requests
Drag and Drop to Substitute Assignments
Editable Strategy Portfolio Manager
Edit the Work Schedule - Overview
Enterprise Project and Resource Management and Projectplace - Connector
Enterprise Project and Resource Management and Projectplace - Connector R16
Enter Effort on a Timesheet
Extend Task Dates without Impacting Allocation Dates
Fill Requirements Directly
Introduction to Logical Relationships
Introduction to Reporting in Planview Enterprise One Portfolio and Resource Mgmt
Investment and Capacity Planning - Shift View
Manage Over and Under Utilized Resources
Manage the Ribbon
Manage Work Constraints
My Overview Menu
My Scheduled Assignments
Navigate the Resource Management and Assignments Screen
Navigate the Resource Management and Assignments Screen R17
Navigate the Work and Assignments Screen
Navigate the Work and Assignments Screen R17
Navigate the Work Portfolio Manager
Navigate the Work View
Navigating Portfolio and Resource Management
Navigating the Resource Management and Assignments Screen
Overview of Assignment Types
Overview of Financial Planning Detail Screen R16
Overview of Investment and Capacity Planning
Overview of Managing Portfolios
Overview of Managing Resources
Overview of Managing Work
Overview of Strategic Planning
Overview of the Portfolio and Resource Management Application
Overview of the Portfolio and Resource Management Application R16
Overview of Work Management
Over Allocated Reserves
Portfolios Overviews – User Experience Ease-of-Use Walkthrough
Portfolio Timesheet Overview
Reassign and Delegate Dispatch Responsibilities
Removing Relationships between Work Items
Resource Management and Assignments View - Single Resource
Review Resource Utilization
Role-based Billing Rate Override
Standard Activities
Strategic Portfolios - Group By
Understanding Lifecycles
Use and Edit Column Sets
Use Payroll Codes
Use the Remaining Planned and Revised Estimate Columns on a Timesheet
Using a Mobile Device to Approve or Disapprove a Timesheet
Using Menus
Using Navigational Search
Using the Data Picker
Using Work Baselines
Working with Grants
Working with Preferences
Work Management Overview
Work with Requests (PRM)
Add-Ins
Planview Portfolios Add-In for Microsoft Project
Data Management and the Planview Portfolios Add-In for Microsoft Project
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
Connectors
Planview Portfolios and AgilePlace Connector
Requesting the Planview Portfolios and AgilePlace Connector
Configuring the Planview Portfolios and AgilePlace Connector
Administration
Agile Costing
Best Practices and Important Information
Using the 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
REST APIs
OAuth Endpoint API
Project Endpoint API
Work Endpoint API
SOAP Web Services
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
Advanced Help Topics
Design Approach for Configured Screens
Enterprise and Fiscal Calendar Configuration Tips and Examples
The Integrated Work Financial Plan: In Depth
Tracking Actuals and Forecast Financial Data via the Financial Plan
View Financial Version Baseline Together with Project Baselines
Best Practices
Special Characters to Avoid
Technical Notes
Legacy Compatibility Matrix for Planview Enterprise One
Legacy Database Schema Documentation
Planview Portfolios Product Releases
2022
November 2022 Release Notes for Planview Portfolios
December 2022 Release Notes for Planview Portfolios
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
Planview Portfolios Known Issues and Usage Considerations
Planview Portfolios New Feature Upgrade Guide
Administration - Architecture Enhancements
Administration - Attribute Management Enhancements
Administration - Configured Screens
Administration - Database Management Enhancements
Administration - Financial Management Enhancements
Administration - Lifecycles
Administration - Menu, Ribbon and Tile Enhancements
Administration - Organizational Resources Enhancements
Administration - Rate Administration Enhancements
Administration - System Configuration Enhancements
Administration - User / Resource Administration Enhancements
Analytics and Reporting - Data Source Enhancements
Analytics and Reporting - FastTrack Analytics Enhancements
Analytics and Reporting - Power BI Enhancements
Analytics and Reporting - Report Tiles (SSRS) Enhancements
Changes, Risks and Issues (CRI) Enhancements
Dependency Management
Financial Planning - Excel Download / Import Enhancements
Financial Planning - Expenditure Enhancements
Financial Planning - Financial Administration Enhancements
Financial Planning - Financial Column Enhancements
Financial Planning - Financial Planning Detail Enhancements
General / Navigational Enhancements
Connectors and Integrations Enhancements
Investment and Capacity Planning - Financial Planning Enhancements
Investment and Capacity Planning - General / Navigational Enhancements
Investment and Capacity Planning - Planning Views and Column Set Enhancements
Investment and Capacity Planning - Reporting Enhancements
Investment and Capacity Planning - Scenario Planning Enhancements
Investment Dependencies
Outcomes - General / Navigational Enhancements
Outcomes - Portfolio View and Column Set Enhancements
Outcomes - Roadmap Enhancements
Outcomes - Screens
Progressing Engine Enhancements
Requests Enhancements
Resources
Resource Management and Assignments - Assignment Management Enhancements
Resource Management and Assignments - Column Set Enhancements
Resource Management and Assignments - Effort Profile Enhancements
Resource Management and Assignments - General / Navigational Enhancements
Resource Management and Assignments - Reporting Enhancements
Strategy - General / Navigational Enhancements
Strategy - Portfolio View and Column Set Enhancements
Strategy - Roadmap Enhancements
Strategy - Screens
Time Reporting Enhancements
Web Services Enhancements
Work - Screens
Work and Assignments - Action Item Enhancements
Work and Assignments - Assignment Management Enhancements
Work and Assignments - Baseline Management Enhancements
Work and Assignments - Column Set Enhancements
Work and Assignments - General / Navigational Enhancements
Work Delivery Enhancements
Work Portfolio View
Tips and Tricks
Planview Portfolios Glossary
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