Getting Started
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Designed for users who are new to the Planview Enterprise environment, this collection of courses explains how to customize your account preferences, introduces all the major interface elements, and discusses important concepts in Planview Enterprise.
7 Courses
beginner
- Account Settings and Grants
- Many common or shared preferences can be adjusted in the My Account dropdown, including grants and passwords. This course falls under the Fundamentals capability. Screen-specific preferences controlled by a wrench icon are not discussed.
3 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Getting_Started/Account_Settings_and_Grants
Start Course- Preference Settings
- Using My Account and menu options to set preferences.
- Pages: 11
- My Account and Menu Options Version 14
- This article explains some key concepts about the My Account menu, which lets you set many types of preferences and other settings. There are links to things you can do with My Account and the other menu icons. This article applies to Planview Enterprise 14.
- Set Preferences
- This article describes how to set your general, resource, and financial and investment planning preferences using the My Account menu. This article applies to Planview Enterprise 14.
- Update Your Attributes
- This article shows how to use My Planview and your Resource View screen to update your attributes. This article applies to Planview Enterprise 14.
- Delegate Lifecycle Steps from My Account
- This article explains how to delegate all lifecycle steps assigned to you to another person, using the My Account menu. It also shows how to delegate a single lifecycle step to another person from the lifecycle. This article applies to Planview Enterprise 14.
- Modify Your Notification Settings
- This article describes how to update your notification settings using the My Account menu. This article applies to Planview Enterprise 14.
- Change Your Security Settings
- This article tells you how to change your security settings via the My Planview menu. This article applies to Planview Enterprise 14.
- Use the Banner Icons
- This article explains the functionality of the icons that can appear at the top of the banner. This article applies to Planview Enterprise 14.
- Security - Grants
- Introduction to working with grants.
- Pages: 7
- Working with Grants (Overview)
- This article provides general information about grants that help ensure only appropriate users have access to a specific item (such as a work entity, resource, contract, strategic entity, or product, service, or other type of outcome).
- Understand Security: Grants Version 14
- This article provides key concepts, an overview, and the functionality of grants. This article applies to Planview Enterprise 14.
- Review Your Grants
- This article shows how to review your grants. This article applies to Planview Enterprise 14.
- Create Work Grants
- This article explains how to forward or assign work grants to others. This article applies to Planview Enterprise 14.
- Reviewing Grants You Have Given to Others
- This article describes reviewing grants you gave to others.
- Removing Grants
- This article describes removing grants.
- Configuration Introduction
- How to edit your security, change/set your password, change the system colors, and set default menus and screens.
- Pages: 4
- Changing or Resetting Your Password
- This product help article describes how to change or reset your Planview Enterprise password.
- Setting a Default Sign-In Menu and Screen
- This article describes how to set sign-in defaults to control which menu and screen are automatically displayed when you sign in to Planview Enterprise.
- Portfolio Basics
- Portfolios display selected items for easy of review, decision making, and action. A portfolio enables you to filter and group information according to specified attributes. A portfolio displays pertinent items for easy of review, decision making, and action. You have access to portfolios you create or are invited to. This course falls under the Fundamentals capability.
5 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Getting_Started/Portfolio_Basics
Start Course- Portfolio Introduction
- A general introduction to the concept of portfolios and how to create them.
- Pages: 2
- Working with Portfolios (Overview)
- This article provides general information about the portfolios the system supports. The article also includes links to some of the tasks relevant to managing such portfolios.
- Work Portfolio Introduction
- A general overview of work portfolios. More details are in: Projects and Work > Work Management Overview > Work Portfolios.
- Pages: 4
- Manage Work Portfolio Information Version 14
- This article provides an overview of Work portfolio functionality and contains links to additional articles.
- Create and Edit a Work Portfolio
- This article shows how to create and review a Work portfolio (collection of projects). This article applies to Planview Enterprise 14.
- Invite Users to a Work Portfolio
- This article explains how to invite others to your Work Portfolio. This article applies to Planview Enterprise 14.
- Resource Portfolio Introduction
- A general introduction to resource portfolios. More information is in Resource Management > Resource Management Overview > Resource Portfolios.
- Pages: 4
- Manage Resource Portfolio Information Version 14
- This article provides an overview of creating a resource portfolio and provides links to things you can do with resource portfolios. This article applies to Planview Enterprise 14.
- Create a Resource Portfolio
- This article describes how to create a resource portfolio. This article applies to Planview Enterprise 14.
- Invite Users to a Resource Portfolio
- This article shows how to invite users to a resource portfolio that you created. This article applies to Planview Enterprise 14.
- Strategy Portfolio Introduction
- General information on working with strategic portfolios. More information is found in Strategic Planning > Program Planning > Strategy Portfolios.
- Pages: 6
- Work with Strategy Portfolios 14
- This article goes over important concepts for working with strategy portfolios and provides links to creating, editing them as well as summarizing, and rolling up portfolio data. This article applies to Planview Enterprise 14.
- Create a Strategy Portfolio
- This article shows how to create a portfolio of strategies to work with. This article applies to Planview Enterprise 14.
- Creating Strategy Portfolios
- This article describes creating Strategy portfolios. Such portfolios help you group strategic entities and other types of entities you want to include in a strategic plan.
- Edit a Strategy Portfolio
- This article goes over how to edit the content of a Strategy portfolio. This article applies to Planview Enterprise 14.
- Invite Other People to View a Strategy Portfolio
- This article explains how to invite people to view the data in a strategy portfolio you have created. This article applies to Planview Enterprise 14.
- Outcome Portfolio Introduction
- A general introduction to working with outcome portfolios. More information can be found at: Strategic Planning > Outcome Roadmapping > Outcomes and Outcome Portfolios.
- Pages: 5
- Work with Outcomes and Outcome Portfolios 14
- This article links to articles about tasks you can perform with outcome portfolios. This article applies to Planview Enterprise 14.
- Create Outcome Portfolios
- This article provides instructions for creating outcome portfolios. This article applies to Planview Enterprise 14.
- Creating Outcome Portfolios
- This article describes creating Outcome portfolios to help you collect data relevant to products, services, assets, or other types of outcomes for analysis, prioritizing, and review.
- Invite Other People to View an Outcome Portfolio
- This article provides instructions for inviting others to your outcome portfolios. This article applies to Planview Enterprise 14.
- Edit an Outcome Portfolio
- This article provides instructions for editing outcome portfolios. This article applies to Planview Enterprise 14.
- Governance and Lifecycles
- This course provides an orientation to the lifecycle purpose, interface, and process. A lifecycle directs the progression of actions as required by a pre-determined workflow. This course provides an orientation to the lifecycle purpose and interface, explains how to work with lifecycle notifications, and also provides a brief explanation of basic lifecycle administration. This topic falls under the Governance and Lifecycles Capability.
3 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Getting_Started/Governance_and_Lifecycles
Start Course- Work Lifecycles
- Introduction to lifecycle functionality, terminology, and diagrams. Includes lifecycle delegation.
- Pages: 17
- Lifecycle Terminology
- This article includes descriptions of common lifecycle terms.
- Displaying a Lifecycle Diagram
- This article describes the steps you take to display the different types of lifecycle diagrams.
- The Lifecycle Interface—Left Column
- This article goes into the details of the left column of the lifecycle interface.
- The Lifecycle Interface—Main Lifecycle Display
- This article gives an overview of the main lifecycle display for a project.
- The Lifecycle Interface—Right Column
- This article gives details on the right column of the lifecycle display.
- About the Icons of Lifecycle Diagrams
- This article shows the various icons used in lifecycle diagrams and describes what each of those icons represent.
- Displaying the Details of a Lifecycle Step
- This article describes displaying details about a lifecycle step. The article provides information about those details. The table also includes descriptions of the options relevant to the menu that appears when a lifecycle manager displays a step's details
- Working with Lifecycle Status Changes
- This article describes submitting a status change request, reviewing a status change proposal, and accepting or disapproving such a proposal. The article also describes the elements of the screens that appear as you perform those tasks.
- Items on which Lifecycles Can Be Enabled
- This article lists the type of items for which lifecycles can be enabled.
- Work Lifecycles Version 14
- This article provides a broad definition of work lifecycles in Planview Enterprise, links to information about the interface, and links to information on types of work lifecycle steps. This article applies to Planview Enterprise 14.
- Review the Project Lifecycle
- This article explains how to access the lifecycle steps for a project. This article applies to Planview Enterprise 14.
- Delegate Lifecycle Steps
- This article goes over how to delegate a lifecycle step from within the Lifecycle tab on Work View. This article applies to Planview Enterprise 14.
- Lifecycle Notifications
- The types of lifecycle notifications commonly seen on the Active Lifecycle Steps tile.
- Pages: 13
- Understand the Active Lifecycle Steps Tile
- This article explains what is shown in the Active Lifecycle Steps tile on different Planview Enterprise menus. This article applies to Planview Enterprise 14.
- Complete Information Screen
- This article shows an example of an information screen that needs to be completed as part of a project lifecycle. This article applies to Planview Enterprise 14.
- Change Project Status from a Lifecycle Step
- This article explains howto change the status of a project by means of the project lifecycle. This article applies to Planview Enterprise 14.
- Review Lifecycle Steps
- This article explains how to respond to lifecycle notifications requiring a review of a financial plan, configured screen, or document. This article applies to Planview Enterprise 14.
- Approval Lifecycle Steps
- This article describes how to respond to a lifecycle step requiring evaluation--approve or disapprove. This article applies to Planview Enterprise 14.
- Create a Work Baseline via Lifecycle Step
- This article goes over how to respond to a Create Baseline lifecycle notification. This article applies to Planview Enterprise 14.
- Set the Project Schedule
- This article explains how the Create Schedule lifecycle step functions. This article applies to Planview Enterprise 14.
- Create a Financial Version Lifecycle Step
- This article explains how to respond to a Create Financial Version lifecycle notification. This article applies to Planview Enterprise 14.
- Upload Project Documents via Lifecycle Step
- This article discusses two types of document creation lifecycle steps (Create Document and link) and how to respond to them. This article applies to Planview Enterprise 14.
- Configured Screens and Scripted Dialogs
- Introduction to configured screens and scripted dialogs in lifecycles.
- Pages: 3
- Planview Enterprise Interface
- This course provides an orientation to the user interface in Planview Enterprise, and shows how to use the most common elements of the screens found on the system. This course falls under the Fundamentals capability.
2 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Getting_Started/Planview_Enterprise_Interface
Start Course- Interface Overview
- General information on navigating the system, including how to use My Favorites.
- Pages: 2
- Planview Enterprise Interface (Overview)
- This article provides general information about the Planview Enterprise interface and its basic elements.
- Screen Elements
- A series of Help files on how to use rows, columns, filters, splitter bars, and trays in the system interface.
- Pages: 12
- Working in Portfolio Summary Screens
- This article describes the operations you frequently perform on Portfolio View screens and some other screens that summarize a portfolio's content.
- Applying a Filter
- This article describes narrowing down screen content on screens and roadmaps that support you doing so by applying a filter while viewing information on those screens or roadmaps.
- Common Screens
- This course gives an orientation to the most common screens’ functionalities and configurations. This course gives an orientation to the most common screens, as well as information on their functionality and configuration. Topics include Work and Resource Management, Portfolio View/Portfolio Manager, Work/Resource/etc. views, as well as the Data Picker and navigational search field. This course falls under the Fundamentals capability.
8 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Getting_Started/Common_Screens
Start Course- Work and Resource Management
- Accessing and navigating the Work and Resource Management screen pivot views and task information tray. Also setting preferences and keyboard shortcuts.
- Pages: 13
- Access the Work and Resource Management Screen
- This article shows the two different ways to access the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Overview: Work and Resource Management—Work Breakdown
- This article provides an overview of the Work and Resource Management screen's Work Breakdown pivot view. This article applies to Planview Enterprise 14.
- Overview: Work and Resource Management—Work and Assignments
- This article provides an overview of the Work and Assignments pivot view in the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- About the Task Information Screen or Tray's Action Menus
- This product help article describes the options available on the action menus of the Task Information screen or tray. These options let you perform tasks relevant to a work item's assignments, logical relationships, notes, To Do List, and expenditures.
- Set Work and Resource Management Display Preferences
- This article shows how to change your preferences for Work and Resource Management. This article applies to Planview Enterprise 14.
- Overview: Work and Resource Management Filters
- This article shows how to work with filters in Work and Resource Management. This article applies to Planview Enterprise 14.
- Overview: Task Information Tray
- This article provides an overview of the features of the Task Information tray on Work and Resource Management's Work Breakdown and Work and Assignments views. This article applies to Planview Enterprise 14.
- Work Portfolio View and Portfolio Manager
- Orientation to the Work Portfolio View and Work View screen interfaces.
- Pages: 2
- Working in Portfolio Summary Screens
- This article describes the operations you frequently perform on Portfolio View screens and some other screens that summarize a portfolio's content.
- Overview: Work Portfolio View
- This article provides an overview of the Work Portfolio View screen. This article applies to Planview Enterprise 13.
- Work Portfolio View and Portfolio Manager: For More Information
- Supplemental information for Work Portfolio View and Portfolio Manager.
- Pages: 1
- Work Portfolio View Screen Basics
- This article describes navigating to the screen that gives you both an overview of the work items in a portfolio and easy access to the details of each work item in the portfolio. The article also provides general information about that screen.
- Resource Portfolio View and Portfolio Manager
- Orientation to the Resource Portfolio View and Resource View, including the organization of the Resources Portfolio Manager tile and resource report tiles.
- Pages: 4
- Understand the Organization of the Resources Menu—Resource View
- This article provides an orientation to the Resources Menu, Resource view, for working with individual resources. This article applies to Planview Enterprise 13.
- Understand the Organization of the Resources Menu—Portfolio View
- This article describes the organization and functionality of the Resources menu, Portfolio View. This article applies to Planview Enterprise 13.
- Resource Portfolio View Screen Basics
- This article explains how to navigate to the screen that gives you both an overview of the resources in a portfolio and easy access to details of each resource in the portfolio. The article also provides general information about that screen.
- Understand Resource Report Tiles
- This article provides an introduction to Resource Report tiles. This article applies to Planview Enterprise 13.
- Work View
- Orientation to the functionality of the Work View screen, which gives information about individual projects.
- Pages: 3
- About the Work View Screen
- This article describes the tabs of the Work View screen.
- Update Work Detail Attributes
- This article explains how to work with the Work Detail and Work View screens to change information about a project. This article applies to Planview Enterprise 13.
- Use the Work Effort Tile within the Work View
- This article goes over the organization and functions of the Work Effort Tile within the Work View. This article applies to Planview Enterprise 13.
- Resource View
- Information about the Resource View screen, for individual resources.
- Pages: 2
- Understand the Organization of the Resources Menu—Resource View
- This article provides an orientation to the Resources Menu, Resource view, for working with individual resources. This article applies to Planview Enterprise 13.
- Resource View Screen
- This article describes elements of the Resource View screen, which you can use to upload a resource image as well as review and change a resource's attributes.
- Resource Management and Assignments
- An introduction to the organization of the Resource Management and Assignments screen and its pivot views.
- Pages: 7
- Resource Management and Assignments Screen Overview
- This article provides an overview of the Resource Management and Assignments screen and its features. This article applies to Planview Enterprise 13.
- Resource Management and Assignments – Resources and Assignments View
- This article provides an overview of the Resource Management and Assignments screen, Resources and Assignments view and its features. This article applies to Planview Enterprise 13.
- Resource Management and Assignments – Organizational Resources View
- This article provides an overview of the Resource Management and Assignments screen, Organizational Resources view and its features. This article applies to Planview Enterprise 13.
- Resource Manager Overview 13
- This article lists some key concepts and general information on resource management functionality in Planview Enterprise and provides links to introductory information about important screens. This article applies to Planview Enterprise 13.
- The Data Picker
- Overview of how to use the Data Picker to select elements from hierarchies.
- Pages: 3
- Overview - Data Picker
- Learn to navigate the Data Picker and become familiar with its functionality
- Use the Planview Data Picker
- This article describes the keystroke steps to use the Planview Data Picker. This article applies to Planview Enterprise 13.
- Planview Enterprise Data Picker
- The Planview Enterprise Data Picker lets you locate and select values you want to add to a field or screen. This article includes general information about opening the Data Picker and describes its tabs and elements. The article also describes using the inline Data Picker, which lets you search for and select values without opening the Data Picker in a separate screen.
- Navigational Search
- Explanations of how the navigational search functionality works and tips for using it.
- Pages: 5
- Search for Projects or Portfolio Version 14
- This article describes the navigational search functionality in Planview Enterprise. This article applies to Planview Enterprise 14.
- Understand Search Tips and Concepts
- This page gives some useful tips for using the search engine for Planview Enterprise. This article applies to Planview Enterprise 14.
- Use the Navigational Search Box
- This article explains how to search for entities like projects, resources, outcomes, or strategies in Planview Enterprise. This article applies to Planview Enterprise 14.
- Searching for Portfolios or Entities
- This article describes searching for a particular portfolio or entity by entering text and bypassing the standard menu navigation in Planview Enterprise.
- Menus, Ribbons, Tiles, and Column Sets
- This course introduces the most common navigation elements of Planview Enterprise. The foundation of Planview Enterprise navigation is its menus, ribbons, and tiles. The topmost, narrow menu bar gives high-level options such as My Planview, Requests, Planning, Work, Resources, and more. Below the menu bar is a horizontal ribbon that contains tiles. This course falls under the Fundamentals capability.
7 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Getting_Started/Menus%2C_Ribbons%2C_Tiles%2C_and_Column_Sets
Start Course- About Menus
- Introduction to menus, portfolio views, and entity views, including Work, Resources, and Strategies menus.
- Pages: 9
- Planview Enterprise Menus (Introduction)
- This article provides brief descriptions of the purpose of the menus displayed on the Planview Enterprise menu bar. The article also lists the options available on those menus.
- Menu Options for Portfolios
- This product help article describes the options listed in a menu's Action section, which let you perform tasks on the selected portfolio or navigate to a specific screen to view data relevant to that portfolio.
- Menu Options for Entities
- The options listed in each Planview Enterprise menu's Action section let you perform tasks on the selected entity or navigate to a specific screen to view data relevant to that entity.This product help article describes the options available in each menu's Action section and lists the menus on which each option can appear.
- Understand the Organization of the Work Menu—Portfolio View
- This article explains the user interface of the Work portfolio View. This article applies to Planview Enterprise 14.
- Understand the Organization of the Resources Menu—Portfolio View
- This article describes the organization and functionality of the Resources menu, Portfolio View.
- Understand the Organization of the Resources Menu—Resource View
- This article provides an orientation to the Resources Menu, Resource view, for working with individual resources. This article applies to Planview Enterprise 14.
- Navigate to Specific Strategic Portfolios or Strategies
- This article explains how to find strategic entities using the Strategies menu. This article applies to Planview Enterprise 14.
- About Menus: For More Information
- Supplemental content for About Menus.
- Pages: 1
- About Menus
- These frequently asked questions cover menus. Sign in to access this FAQ topic.
- My Planview
- Discussion of the types of information found on the My Planview menu. Includes the Active Lifecycle Steps tile on the My Planview menu.
- Pages: 5
- Understand the My Planview Interface
- This article provides a guide to the My Planview menu's user interface. This article applies to Planview Enterprise 14.
- My Planview Version 14
- This article covers some key concepts about the My Planview menu. This article applies to Planview Enterprise 14.
- My Planview
- This article provides basic information about My Planview, which is a centralized location that displays information specific to you as a user (such a notifications and assignments) from across the system.
- Use the Active Lifecycle Steps Tile on My Planview
- This article describes the keystroke steps to use the Active Lifecycle Steps tile on My Planview. This article applies to Planview Enterprise 14.
- Ribbons and Tiles
- How the ribbon of tiles works, how to customize a ribbon, definitions of different types of tiles, portfolio manager tile functionality, and examples of commonly used report tiles.
- Pages: 12
- Understand the Active Lifecycle Steps Tile
- This article explains what is shown in the Active Lifecycle Steps tile on different Planview Enterprise menus. This article applies to Planview Enterprise 14.
- Manage Ribbon, Tiles and Column Sets Version 14
- The information here will help you make the best use of the ribbon, tile, and column set functionality in the Planview Enterprise user interface. It explains how the more... tile is used to add tiles to the ribbon. This article applies to Planview Enterprise 14.
- Work with Ribbon, Tiles, and Column Sets
- This article provides an introduction to the concepts of the ribbon and tiles using the Portfolio View screen as an example. This article applies to Planview Enterprise 14.
- Ribbons and Tiles
- This article includes a video showing how to manage the ribbons available in Planview Enterprise. A ribbon contains tiles that provide easy access to chart or table data related to the current screen
- Using the Ribbon (Introduction)
- This article provides information about various tasks you can perform from the ribbon, which is a horizontal element displayed below the Planview Enterprise menu bar.
- Customize Ribbon and Tile Settings
- This article explains how to use the more... tile to access the screen to manage which tiles appear on any Planview Enterprise ribbon. This article applies to Planview Enterprise 14.
- About the Manage Ribbon Tiles Screen
- This article describes the screen that you use to add, arrange, and remove tiles to a ribbon.
- Types of Tiles
- This article describes the types of tiles you can use on a ribbon.
- Ribbons and Tiles: For More Information
- Supplemental information for Ribbons and Tiles.
- Pages: 3
- About Tiles
- These frequently asked questions cover the tiles on the Planview Enterprise ribbon. Sign in to access thisFAQ topic.
- Tile Performance Considerations
- While tiles in Planview Enterprise are a powerful way to quickly gain insights and view reports, the number and types of tiles in your ribbon can impact the time to open and access the product. This best practice offers guidelines for performance-savvy tile use.
- Job Aid: Working with Tiles
- This job aid (handout) provides portfolio managers with an overview of tile functionality as found on portfolio views, My Planview, and the Work View. It also explains how to group data or switch to Tree or List View.
- Column Sets
- The uses of column sets in the system, as well as how to to create, edit, configure and delete column sets.
- Pages: 6
- Learn About Column Sets
- This article provides general information about column sets, which help you control what a screen displays.
- Selecting Column Sets
- This article describes selecting a column set to help you focus the data that displays on a screen for your purposes.
- Manage Column Sets
- This article explains how to create column sets and how to edit and delete column sets that you create. This article applies to Planview Enterprise 13 and 14.
- Configuring Column Sets
- Users configure column sets as described in this article to help control the view of data in the Work and Resource Management screen, the Investment and Capacity Planning screen, and many other screens that display data in a grid.
- Column Sets: For More Information
- Supplemental information for Column Sets.
- Pages: 1
- Column Set FAQs
- These frequently asked questions cover Planview Enterprise column sets. This article applies to Planview Enterprise 11.5 and up.
- Analytics and Reporting Basics
- This course provides an orientation to the user interface in Planview Enterprise. This course introduces the analytics and reporting functionality, focusing on the various types of report tiles. For more detailed information, see: Analytics and Reporting [link]. This course falls under the Analytics and Reporting capability.
1 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Getting_Started/Analytics_and_Reporting_Basics
Start Course- Report Tiles
- Introduction to report tiles, charts, and tables.
- Pages: 3
- Overview: Report Tiles
- This article provides an overview of report tile functionality. This article applies to Planview Enterprise 13.
- Configurable Charts, Tables, and Visualizations (Introduction)
- This article provides general information about configurable charts, tables, and visualizations that can be saved as configurable tiles. Such tiles support users and administrators quickly and easily accessing data relevant to them.