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Planview Customer Success Center

Account Settings and Grants

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Topics

Preference Settings
Using My Account and menu options to set preferences.
Pages: 11
  • 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.
  • 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.
  • Overview of My Account
  • 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.
  • Edit My Account: My Attributes
  • 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.
  • Edit My Account Lifecycle Delegation
  • 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.
  • Edit My Account Security
Security - Grants
Introduction to working with grants.
Pages: 7
Configuration Introduction
How to edit your security, change/set your password, change the system colors, and set default menus and screens.
Pages: 4

Content

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.