- 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
- 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
- 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
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.