Planview Enterprise Interface

Last updated
Save as PDF

Topics

A series of Help files on how to use rows, columns, filters, splitter bars, and trays in the system interface.

Pages: 12

Docking and Undocking a Screen
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.
Screen Basics (Introduction)
Navigating within a Screen
Selecting Rows
Sorting Rows
Entering Data in Cells
Resizing Columns
Splitter Bars
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.
Saving Changes in a Bottom Tray
Canceling Changes in a Bottom Tray

Content

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.