Lifecycle Administration
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Topics
- Basic Lifecycle Administration
- Defining a lifecycle team, editing lifecycles, and viewing lifecycle logs.
- Pages: 4
- About the Responsibilities of a Lifecycle Administrator
- This article provides information about what the responsibilities of a lifecycle administrator are.
- Editing Lifecycles
- This article describes editing a lifecycle to assign or reassign a user to a lifecycle step, edit characteristics of a step, or remove a step while viewing a lifecycle diagram as a user.
- Viewing a Lifecycle Log
- This article describes viewing a log that stores information about some of the actions performed on a particular lifecycle's steps.
- View Log Screen
- This article describe the sections of the View Log screen, which you access to view a lifecycle log or a configuration migration log.
- Lifecycle Management
- Working with lifecycles and lifecycle steps. Some content is for administrators. This is not done.
- Pages: 26
- About the Responsibilities of a Lifecycle Administrator
- This article provides information about what the responsibilities of a lifecycle administrator are.
- Perform Lifecycle Administration version 14
- This article describes important concepts for day-to-day lifecycle administration, including lifecycle delegation. This article applies to Planview Enterprise 14.
- Advanced Lifecycle Administration version 14
- This article goes over lifecycle creation and configuration in depth, and includes information on how lifecycle models and lifecycle steps work. This article applies to Planview Enterprise 14.
- Administer Lifecycles Screen Basics
- This article provides an overview of the Administer Lifecycles screen's options and includes links to additional information about the various tasks you can perform from that screen.
- About Launching Lifecycles
- This article includes some business rules relevant to the launching of lifecycles.
- Navigate to the Lifecycle for a Work Item
- This article explains how to find the lifecycle for a work item, so that you can review or edit it. This article applies to Planview Enterprise 14.
- Lifecycle Options (Right Menu)
- This article goes over working with the lifecycle options in the right menu of a lifecycle display. This article applies to Planview Enterprise 14.
- Understand Lifecycle Roles and Assigning Users
- This article describes how lifecycle roles and assigning them works in Planview Enterprise. This article applies to Planview Enterprise 14.
- Define Lifecycle Roles
- This article describes how to define lifecycle roles. This article applies to Planview Enterprise 14.
- Defining Lifecycle Roles
- This article describes defining lifecycle roles that match the job functions of your organization.
- Edit Lifecycles
- This article explains to lifecycle administrators and administrators with appropriate features and permission how to edit lifecycles. This article applies to Planview Enterprise 14.
- Understand Lifecycle Steps
- This article goes over how lifecycle steps work in Planview Enterprise. This article applies to Planview Enterprise 14.
- Lifecycle Steps, Actions, and Permissions (Introduction)
- This article explains what a lifecycle action is and provides general information about the permissions that help control who can complete a lifecycle step relevant to such an action.
- Adding Lifecycle Steps
- This article describes adding a lifecycle step by inserting a new one or copying an existing step and then pasting the copy.
- About the Details and Characteristics of Lifecycle Steps
- This article describes the options that help an administrator enter the details and characteristics of lifecycle steps.
- Editing, Moving, or Deleting Lifecycle Steps
- This article describes how administrators can edit, move, or delete lifecycle steps of an initial lifecycle model or incremental lifecycle model.
- Suspending a Lifecycle
- This article describes adding a step that suspends a lifecycle until a related item's status changes to a particular value.
- Configure Group Approval Steps
- This article details how to configure group approval lifecycle steps. This article applies to Planview Enterprise 14.
- Lifecycle Actions
- This article provides general information about actions supported by lifecycle models.
- Understand Status Rules
- This article provides information on how status rules work. This article applies to Planview Enterprise 14.
- Generate Lifecycle Role Columns for Work and Outcomes
- This article explains how an administrator can generate lifecycle role columns for work and outcomes. This article applies to Planview Enterprise 14.
- Enable Lifecycle Delegation
- This article explains how to enable lifecycle delegation. This article applies to Planview Enterprise 14.
- Create or Edit a Lifecycle Delegation
- This article explains how to create or edit a new lifecycle delegation from the Administration menu. This article applies to Planview Enterprise 14.
- Lifecycle Management: For More Information
- Supplemental information for lifecycle management.
- Pages: 5
- Lifecycle Administration FAQ
- These frequently asked questions cover lifecycle administration. Sign in to access this FAQ article.
- Permissions Required to Complete Actions for Work Entities
- This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to work entities. The article also indicates which user-role features a user needs to complete such actions.
- Permissions Required to Complete Actions for Requests
- This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to requests. The article also indicates which user-role features a user needs to complete such actions.
- Permissions Required to Complete Actions for Strategic Entities
- This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to strategic entities. The article also indicates which user-role features a user needs to complete such actions.
- Permissions Required to Complete Actions for Products or Other Outcomes
- This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to outcomes (such as products or services) in Planview Enterprise 12 and greater or products in Planview Enterprise 11.5. The article also indicates which user-role features a user needs to complete such actions.
- Lifecycle Model Administration
- Manage the order and properties of workflow steps.
- Pages: 20
- Understand Lifecycle Models
- This article provides useful information on how lifecycle models work. This article applies to Planview Enterprise 13.
- Prerequisites for Defining a Lifecycle Model
- This article provides general information about some prerequisites that need to be completed before administrators define lifecycle models.
- Before Adding a Lifecycle Model (Introduction)
- This article describes the preliminary tasks an administrator needs to perform before creating a lifecycle model.
- Building the Lifecycle Foundation Components
- This article provides general information about the smaller components that an administrator builds before building the larger components of a lifecycle model.
- Create New Incremental Work Lifecycle Models—Primary Segments
- This article tells administrators how to create new incremental work lifecycle model primary segments. This article applies to Planview Enterprise 14.
- Create or Modify Incremental Lifecycle Models—Secondary Segments
- This article shows how to create or modify the secondary segments for incremental lifecycle models. This article applies to Planview Enterprise 14.
- Adding or Editing Lifecycle Models (Introduction)
- This article provides general information about initial lifecycle models and incremental lifecycle models.
- Setting Up Initial Lifecycle Models
- This article describes setting up initial lifecycle models. The system supports such a lifecycle model for each entity type on which the relevant Lifecycles global option is enabled.
- Adding Incremental Lifecycle Models
- This article describes using the Add New Model option to add incremental lifecycle models.
- Adding and Removing Secondary Segments
- This article describes adding and removing secondary segments to an initial lifecycle model or incremental lifecycle model.
- Copying Lifecycle Models
- This article describes adding a new incremental lifecycle model by copying an existing one and then modifying the duplicate.
- Modifying Lifecycle Models
- This article describes making changes to initial or incremental lifecycles.
- Business Rules for Lifecycles
- This article describes business rules relevant to assigning users to lifecycle models, applying lifecycle stepss, changing status values manually rather than through a lifecycles, selecting a lifecycle through scripted dialogs.
- Lifecycle Models Administration Details
- Specify details pertaining to the type of lifecycle model, such as Object and Action types, or Target types.
- Pages: 20
- Object and Action Types for Work Lifecycle Models
- This article describes the various objects and actions the system supports during the creation of a new lifecycle step for a work lifecycle model and the permissions (features and grants) a user needs to complete a particular action.
- Object and Action Types for Strategic Planning Lifecycle Models
- This article describes the various objects and actions the system supports during the creation of a new lifecycle step for a strategic planning lifecycle model and the permissions a user needs to complete a particular action
- Details for Outcome or Product Lifecycle Models (Introduction)
- This article provides general information about the details that help define outcome lifecycle models in Planview Enterprise 12 to 14 or product lifecycle models in Planview Enterprise 11.5.
- Object and Action Types for Outcome or Product Lifecycle Models
- This article describes the various objects and actions the system supports for lifecycles relevant to products or other types of outcomes. The article also indicates which user-role features a user needs to complete such actions.
- Target Types for Outcome or Product Lifecycle Models
- This article describes the different target types relevant to outcome lifecycle models or product lifecycle models.
- Object and Action Types for Changes, Risks and Issues Lifecycle Models
- This article provides descriptions for the the various objects and actions the system supports during the creation of a new lifecycle step for a changes, risks, and issues lifecycle model and the permissions a user needs to complete a particular action.
- Object and Action Types for Support Ticket Lifecycle Models
- This article describes the various objects and actions the system supports for lifecycles relevant to support tickets. The article also indicates which user-role features a user needs to complete such actions.
Content
Lifecycle administration ranges from the lifecycle administrator role that can create and manage teams as well as delegate steps, to the administration of lifecycle models and other lifecycle functionality.