Global and System Option Configuration
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Topics
- Global Option Configuration
- Configure all Planview Enterprise system options, including global options, rules, and restrictions.
- Pages: 24
- Configure System Options
- This article guides administrators in configuring all Planview Enterprise system options, including global options, rules, and restrictions. This article applies to Planview Enterprise 11.5 and up.
- System Options Administration (Overview)
- System options are related to specific functionality, such as customizable fields. This article describes system options that help you set rules and defaults that apply across the entire system.
- Global Options Administration (Overview)
- This article provides a list of global options broken down by category. Global options are a separate category of system options.
- Project-Management Tasks Prerequisites Matrix
- This article indicates the global options, user-role features, and some of the other prerequisites that need to be met before particular project-management tasks can be performed in Planview Enterprise.
- Resource-Management Tasks Prerequisites Matrix
- This article indicates the global options, user-role features, and some of the other prerequisites that need to be met before particular resource-management tasks can be performed in Planview Enterprise.
- Set Global Options
- This article tells administrators how to set Planview Enterprise global options. Sign in to access this How-to topic.
- Key Global Options
- This article lists some of the most important global options in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
- General Global Options
- This article describes the global options available in the General section of the Update Global Options screen.
- Lifecycles Global Options
- This article describes the global options relevant to lifecycles.
- Requests Global Options
- This article describes global options administrators set when configuring the system to support users managing requests.
- Optional Products Global Options
- This article describes the global options relevant to optional products the system supports.
- Web Services Global Options
- This article describes the global options an administrator sets to configure the system for web services.
- Configure Access to Find/Replace Work Description
- This article explains how to configure user access to the Find/Replace Work Description functionality. Sign in to access this How-to topic.
- Global Option Configuration: For More Information
- Supplemental information for: Global Option Configuration.
- Pages: 1
- Planview Enterprise Configuration FAQ
- These frequently asked questions cover configuring Planview Enterprise. Sign in to access this FAQ article.
- Timesheet Configuration
- Set Standard Activity and payroll-code restrictions, create reason codes, and set the time reporting units.
- Pages: 14
- Set Up Key Planview Enterprise 12 Timesheet Functionality
- This article lists global options that are used to set up the timesheet functionality in Planview Enterprise 12. This article applies to Planview Enterprise 12.
- Set Up Standard Activity Restrictions
- This article explains how to restrict resources from doing specific things with standard activities. Sign in to access this How-to topic.
- Configure Payroll-Code Restrictions
- This article explains how to configure restrictions on payroll codes. Sign in to access this How-to topic.
- Set Up Reason Codes
- This article shows how to set up reason codes, which request additional information about why resources reported time to standard activities. Sign in to access this How-to topic.
- Set Up Automatic Timesheet Approval
- This article explains how to set up the options for automatic timesheet approval. Sign in to access this How-to topic.
- Set Up Time-Reporting Units
- This article goes over how to set up time-reporting units other than the default. Sign in to access this How-to topic.
- Mobile Timesheet Configuration
- Set up mobile timesheet functionality.
- Pages: 3
- Set Up Mobile Timesheets
- This article explains how administrators set up mobile timesheet functionality and provides links to the other mobile timesheet articles. Sign in to access this How-to topic.
- Allow Mobile Timesheet Access for Specific User Roles
- This article shows administrators how to allow mobile timesheet access by user role. Sign in to access this How-to topic.
- Set Global Options for using Mobile Timesheets
- This article explains how to set global options for enabling mobile timesheet usage. Sign in to access this How-to topic.
- Time-Related System Option Configuration
- Establish the basic and variant time periods.
- Pages: 8
- Administer Time Periods System Options (Introduction)
- This article provides general information about the time period system options administrators set for time reporting.
- Additional System Option Configuration
- Administration of Gates, Global Links, New Work fields, Contract Rules, CRI escalation, screen filters, Quality Ranks, Units, etc.
- Pages: 17
- Set Up Administer Gates
- This article explains how to set up administer gates (the stages of a project). Sign in to access this How-to topic.
- Configuring the Fields Displayed on the New Work Screen
- This article describes hiding fields on the New Work screen.
- Configure Contract Rules
- This article explains how to configure contract rules, which make entering contract information easier for managers. Sign in to access this How-to topic.
- Set Up Quality Ranks
- This article explains how to set up quality ranks, which track skills of particular resources. Sign in to access this How-to topic.
- Set Up Units
- This article explains how to set up units, such as kilometers vs miles. Sign in to access this How-to topic.
- Status Rule Configuration
- Define controls and tasks over changes in status.
- Pages: 8
- Understand Status Rules
- This article provides information on how status rules work. This article applies to Planview Enterprise 13.
- Status Rules System Options (Introduction)
- This article includes basic information about status rules an administrator can set to define controls over tasks relevant to changes in status.
- Set Up Status Rules
- This article explains how to set status rules for projects. Sign in to access this How-to topic.
- Setting Status Rules for Primary Work
- This article describes setting status rules that help define controls over tasks relevant to changes in status to primary work entities.
- Setting Status Rules for Support Tickets and Requests
- This article describes setting rules that help define controls and tasks over status changes relevant to support tickets or requests.
- Setting Status Rules for Strategic Planning
- This article describes setting status rules that help define controls over tasks relevant to changes in status to entities supported in strategic planning.
- Setting Status Rules for Products or Other Outcomes
- This article describes setting status rules that help define controls over tasks relevant to changes in status to products or other types of outcomes.
- Setting Status Rules for Changes, Risks, and Issues
- This article describes setting status rules that help define controls over tasks relevant to changes in status to changes, risks, and issues.
- Archive Work System Option Configuration
- Set parameters for removing work and associated data from database.
- Pages: 5
- Baseline Configuration
- Limit who can unlock a project's baselines by requiring that users need a particular user-role feature.
- Pages: 4
- Expenditure and Currency Configuration
- Set up expenditures so managers can associate payments with work entities.
- Pages: 2
- Set Up a New Currency
- This article explains how to add a new currency for use in Planview Enterprise. Sign in to access this How-to topic.
- Notification Configuration
- Configure the initial notification settings for users.
- Pages: 3
- Notifications and Email Notifications System Options (Introduction)
- This article provides general information about notifications and email notifications. The article also describes the email notifications the system supports.
Content
This course covers the various options that may be set for Global and System functionality. System options set rules and defaults. Global settings are a subset of System options, relating to settings that cannot be modified by users through preference settings. Note that some global options settings are covered in the topics in Basic Administration.