Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Search

  • Filter Results
  • Category
  • Classification
    • Article type
    • Product
    • Stage
    • Projectplace article classification
    • Projectplace media
    • Level
    • Topics
    • Duration
    • Disposition
    • Sales Resource Type
    • Industry
  • Include attachments
Searching in
About 18 results
  • Outcome Portfolio View Screen Basics
    https://success.planview.com/Planview_Portfolios/Outcomes/Outcome_Portfolio_Management_Overview/010_Outcome_Portfolio_Management_Screens_Overview/020_Outcome_Portfolio_View_Screen_Basics
    Explains how to navigate to the Outcome Portfolio View screen and describes elements of that screen, which provides an overview of the products, services, assets, and other types of outcomes in a port...Explains how to navigate to the Outcome Portfolio View screen and describes elements of that screen, which provides an overview of the products, services, assets, and other types of outcomes in a portfolio and gives easy access to the details of such an outcome.
  • Request Portfolio View Screen Basics
    https://success.planview.com/Planview_Portfolios/Requests/Managing_Requests_Overview/010_Request_Portfolio_View_Screen_Basics
    Describes the Request Portfolio View screen, which gives you an overview of the requests in a portfolio and easy access to the details of each request in the portfolio.
  • Setting Preferences for the Plan Screen
    https://success.planview.com/Planview_Portfolios/Projects_and_Work/Using_Work_Management_Screens_Overview/020_Plan_Screen_Basics/060_Setting_Preferences_for_the_Plan_Screen
    Describes setting preferences that help you display data on the Plan screen in a manner suiting your needs.
  • Exporting to Microsoft Power BI
    https://success.planview.com/Planview_Portfolios/Fundamentals/User_Interface_Basics/060_Exporting_Information/Exporting_to_Microsoft_Power_BI
    Describes exporting Planview Portfolios data to convert it into a dataset in your Power BI account, which you can use to create reports to visualize and analyze the data. You can then add the reports ...Describes exporting Planview Portfolios data to convert it into a dataset in your Power BI account, which you can use to create reports to visualize and analyze the data. You can then add the reports to Power BI dashboards and use the reports to create tiles on Planview Portfolios ribbons.
  • Working in Portfolio Summary Screens
    https://success.planview.com/Planview_Portfolios/Fundamentals/Portfolios/080_Working_in_Portfolio_Summary_Screens
    Describes the operations you frequently perform on Portfolio View screens and some other screens that summarize a portfolio's content.
  • Staffing Screen Basics
    https://success.planview.com/Planview_Portfolios/Resources/Resource_Management_Overview/020_Resource_Management_Screens_Overview/025_Staffing_Screen_Basics
    Describes how to navigate to the Staffing screen and provides general information about the screen.
  • Capacity Portfolio Manager Screen Basics
    https://success.planview.com/Planview_Portfolios/Financial_Management/Financial_Planning/01_Financial_Management_Concepts/05_Capacity_Portfolio_Manager_Screen_Basics
    Explains how to navigate to the screen that gives you an overview of a financial plan as it relates to the capacity within a Planning portfolio. That screen also provides easy access to details of a f...Explains how to navigate to the screen that gives you an overview of a financial plan as it relates to the capacity within a Planning portfolio. That screen also provides easy access to details of a financial plan and relevant items. The article also includes general information about the screen.
  • Selecting Column Sets
    https://success.planview.com/Planview_Portfolios/Fundamentals/User_Interface_Basics/040_Column_Sets/GSG_01.05.11_en_Selecting_Column_Sets
    This article describes selecting a column set to help you focus the data that displays on a screen for your purposes.
  • Resource Management and Assignments Screen Basics
    https://success.planview.com/Planview_Portfolios/Resources/Resource_Management_Overview/020_Resource_Management_Screens_Overview/040_Resource_Management_and_Assignments_Screen_Basics
    This article describes how to navigate to the Resource Management and Assignments screen. The article also provides general information about the screen.
  • Configuring Column Sets
    https://success.planview.com/Planview_Portfolios/Fundamentals/User_Interface_Basics/040_Column_Sets/GSG_01.05.10_en_Configuring_Column_Sets
    Users configure column sets as described in this article to help control the view of data in many screens that display data in a grid format.
  • Demand Portfolio Manager Screen Basics
    https://success.planview.com/Planview_Portfolios/Financial_Management/Financial_Planning/01_Financial_Management_Concepts/Demand_Portfolio_Manager_Screen_Basics
    Explains how to navigate to the screen that gives you an overview of a financial plan as it relates to the demand within a Planning portfolio. That screen also provides easy access to the details of a...Explains how to navigate to the screen that gives you an overview of a financial plan as it relates to the demand within a Planning portfolio. That screen also provides easy access to the details of a financial plan and the relevant items. General information about the screen is also included in this article.