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  • My Overview
    https://success.planview.com/Planview_Portfolios/Fundamentals/Primary_Navigation_Bar_Elements/020_My_Overview
    Provides basic information about My Overview, which is a centralized location that displays information specific to you as a user (such a notifications and assignments) from across the product
  • My Assignments widget
    https://success.planview.com/Shared_capabilities/Planview.Me/Planview.Me_widget_library/My_Assignments_widget
    When viewing the Overview tab for a specific work portfolio, it displays all allocations and reserves assigned to you in that work portfolio for work items that meet the criteria described earlier. Wh...When viewing the Overview tab for a specific work portfolio, it displays all allocations and reserves assigned to you in that work portfolio for work items that meet the criteria described earlier. When viewing the Overview tab for a specific work entity, it displays all allocations and reserves assigned to you for that work entity for work items that meet the criteria described earlier.
  • OData and OKRs
    https://success.planview.com/Shared_capabilities/Planview_OKRs/Accessing_Planview_OKR_data_with_OData
    Explains how to use OData as a data source for getting objective and key result (OKR) data from Planview OKRs, Planview Portfolios, and Planview AgilePlace to create reports with Microsoft Power BI.
  • Data Visualization widget
    https://success.planview.com/Shared_capabilities/Planview.Me/Planview.Me_widget_library/Data_Visualization_widget
    The data visualization widget displays a high-level summary of contextual Planview Portfolios data in a visual format, such as a chart or graph.
  • Running the CPM Scheduling Engine
    https://success.planview.com/Planview_Portfolios/Projects_and_Work/Plan_and_Schedule/002_Critical_Path_Management_(CPM)_Overview/020_Running_the_CPM_Scheduling_Engine
    Explains how to calculate the critical path for a work item/project.
  • Objectives
    https://success.planview.com/Shared_capabilities/Planview_OKRs/Objectives
    History: View the activity stream for the objective, which contains the history of modifications made to the objective or its key results. In the Objective Level list, select the OKR level (such as En...History: View the activity stream for the objective, which contains the history of modifications made to the objective or its key results. In the Objective Level list, select the OKR level (such as Enterprise, Portfolio, Program, or Team) at which to create the new objective. The new objective appears in the Objectives row of the appropriate OKR level on the screen.
  • Getting started with objectives and key results (OKRs)
    https://success.planview.com/Shared_capabilities/Planview_OKRs/Getting_started_with_objectives_and_key_results_(OKRs)
    Objectives can also be connected OKRs—Planview AgilePlace objectives and Planview Portfolios objectives that are connected to each other in a parent-child relationship, sharing data across the Planvie...Objectives can also be connected OKRs—Planview AgilePlace objectives and Planview Portfolios objectives that are connected to each other in a parent-child relationship, sharing data across the Planview platform. For example, if you want to track how critical the need for an OKR is, you can use a custom attribute called OKR Priority with values of Must Have, Nice to Have, and Time Permitting, which can help you prioritize OKR work.
  • Working with Key Results
    https://success.planview.com/Planview_AgilePlace/OKRs/030_Key_Results
    For example, if this is a new project, you want to set only one target (the value for the progress goal that you want to measure), and you want to measure by percent, you could enter "0" as the Start ...For example, if this is a new project, you want to set only one target (the value for the progress goal that you want to measure), and you want to measure by percent, you could enter "0" as the Start Value and "100" as the Target Value for Target 1. The History tab allows you to view the Activity Stream for the Key Result which contains any modifications made to the Key Result.
  • Key results
    https://success.planview.com/Shared_capabilities/Planview_OKRs/Key_results
    For a project where you want to measure progress by percent in multiple stages, you could enter 0 as the Start Value, 50 for the Target Value for Target 1, 90 as the Target Value for Target 2, and 100...For a project where you want to measure progress by percent in multiple stages, you could enter 0 as the Start Value, 50 for the Target Value for Target 1, 90 as the Target Value for Target 2, and 100 as the Target Value for Target 3. On the Key Result screen, in the Key Result box, enter details about how you want to measure the progress toward reaching the parent objective, such as reducing customer acquisition cost.
  • Overview Screen Basics for Work Portfolios
    https://success.planview.com/Planview_Portfolios/Projects_and_Work/Using_Work_Management_Screens_Overview/Overview_Screen_Basics_for_Work_Portfolios
    Clicking Overview on the secondary navigation bar for a work portfolio lets you select from one or more views that contain Planview.Me widgets that highlight the data and details you need to get work ...Clicking Overview on the secondary navigation bar for a work portfolio lets you select from one or more views that contain Planview.Me widgets that highlight the data and details you need to get work done. To add a widget to a view, you drag it from the widget library to the view, where the widgets are organized in sections.