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  • Announcements
    https://success.planview.com/Planview_Portfolios/Administration/Configuration/System_Options/Notifications%2C_Email_Notifications%2C_and_Announcements_System_Options/Announcements
    Administrators can configure and send a general announcement to users who sign into the product.
  • Manage Connection Strings Screen Elements
    https://success.planview.com/Planview_Portfolios/Administration/Analytics_and_Reporting_Administration/Model_Management/Manage_Connection_Strings_Screen_Elements
    Describes the Manage Connection Strings screen, which allows administrators to view, modify, delete, and add connections to OLAP cubes and tabular models in the Planview Portfolios database.
  • Setting the Default Application Preferences
    https://success.planview.com/Planview_Portfolios/Administration/Menus%2C_Tabs%2C_and_Ribbons/Setting_the_Default_Application_Preferences
    Describes the options an administrator can configure to set default user preferences across the application.
  • Copy Financial Version Job Parameters
    https://success.planview.com/Planview_Portfolios/Administration/Job_Stream_Management/010_Creating%2C_Editing%2C_or_Deleting_a_Job_Stream/Copy_Financial_Version_Job_Parameters
    Describes the parameters of the Copy Financial Version job, which copies financial plans between active versions that use the same financial planning model.
  • Grouping Hierarchy by Program or Outcome
    https://success.planview.com/Planview_Portfolios/Planning/Shift_Investments/040_Grouping_Hierarchy_by_Program_or_Outcome
    Discusses the group by dropdown, which is available on the Shift and Balance views. It allows you to review data for all investments (by selecting none), or to group the data by program or outcome (or...Discusses the group by dropdown, which is available on the Shift and Balance views. It allows you to review data for all investments (by selecting none), or to group the data by program or outcome (or the lowest level of the Strategies and Outcomes structures), then the associated projects, initiatives, etc. display grouped underneath.