Projects and Work
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This collection of courses familiarizes you with project/work management functionality in Planview Enterprise. Topics range from capturing demand via requests, through defining projects, planning and scheduling, project execution, and closure. Project-related topics such as CRIs and support tickets are also covered.
8 Courses
beginner
- Requests
- Requests can be used to manage the initiation of new projects, outcomes, or other entities. This course shows how to create, update, dispatch, and generate items from requests and falls under the Requests capability. Use the "Get Started" topic to get up and running fast.
3 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Requests
Start Course- Get Started with Requests
- Introduction to requests in the system.
- Pages: 11
- Create Requests Version 14
- This article provides an overview and best practices for creating requests. This article applies to Planview Enterprise 14.
- Associate a Request with a Project, Strategy, or Outcome
- This article explains how to associate a request with a particular project, strategy, or outcome. This article applies to Planview Enterprise 14.
- Dispatch a Request Overview Version 14
- This article provides concepts and best practices for dispatching requests into projects, strategies, outcomes, support tickets, etc., as well as associating a request with a project, strategy or outcome. This article applies to Planview Enterprise 14.
- Dispatch a Request
- This article explains how to dispatch a request into a deliverable, such as an outcome, support ticket, or project. This article applies to Planview Enterprise 14.
- Request Overview Version 14
- Request functionality is one way that project work can be initiated in Planview Enterprise. If your organization uses requests, these articles will help you get started. This article applies to Planview Enterprise 14.
- Create and Review a Request Portfolio
- This article deals with creating and reviewing a request portfolio. This article applies to Planview Enterprise 14.
- Review Request Security (Grants)
- This article deals with request security alternate structure grants, which provide security around the request functionality. This article applies to Planview Enterprise 14.
- Update a Request Status Version 14
- This information is about the ways a request can change status, whether by lifecycle or manually. This article applies to Planview Enterprise 14.
- Delete a Request
- This article explains how to delete a request. This article applies to Planview Enterprise 14.
- Mastering Request Management
- Detailed information on using requests to initiate work. Covers creating, managing, dispatching, and associating requests.
- Pages: 14
- Request Management (Overview)
- This article provides general information about request management, which supports formally asking an organization to consider undertaking some particular entity (such as a product, strategy, work at the primary planning level (PPL), or support ticket).
- Request Portfolio View Screen Basics
- This article explains how to access the screen that gives you both an overview of the requests in a portfolio and easy access to the details of each request in the portfolio. The article also provides general information about that screen.
- Request View Screen
- This article explains how to access the Request View screen, which displays details about a particular request. The article also describes the various elements of that screen.
- Review Request Security (Grants)
- This article deals with request security alternate structure grants, which provide security around the request functionality. This article applies to Planview Enterprise 14.
- Changing the Status of a Request
- This article describes changing the status of a request in Planview Enterprise.
- Dispatch a Request
- This article explains how to dispatch a request into a deliverable, such as an outcome, support ticket, or project. This article applies to Planview Enterprise 14.
- Delegating Dispatch Responsibilities to Other Users
- This article describes delegating the dispatching of requests. It also describes reassigning dispatching responsibilities on a particular request.
- Associating a Request
- This article describes associating a request you are dispatching with a strategic entity, work, or product or other type of outcome when you dispatch the request. The article also includes a link to the article that describes automatically associating an item by generating it from a request.
- Adding a Request
- This article describes adding a request to formally ask an organization to consider undertaking some particular entity, such as a product or other type of outcome, strategy, work at the primary planning level (PPL), or support ticket.
- Reviewing Requests
- This article describes reviewing a summary of all requests in a portfolio or details about a specific request.
- Security of Requests
- This article provides an overview of what the application requires to establish security of requests.
- Request Management: For More Information
- Supplemental information for Requests.
- Pages: 6
- Viewing Request Reports (Introduction)
- This article provides general information about the tiles that help you determine how many requests within a specific portfolio have a particular status value, how many requests are made by an organization's different Line of Businesses over a period of time, evaluate the dispatching of requests, or display a tally of requests by disposition state.
- Viewing Requests by Status
- This article provides information about viewing how many requests within a specific portfolio have a particular status value.
- Request Management
- Request management is the intake point for all work, and an opportunity to assure that the incoming work is well-defined and categorized, and dispatched to the right area(s) for further analysis and/or delivery.
- Request FAQ
- These frequently asked questions cover the request functionality in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
- Work Management Overview
- This course explains the work management screen organization and what you can do with the Work Portfolio View, Work and Resource Management, and Work View screens. These are all necessary tools for managing your project work. This course falls under the Project Information capability
5 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Work_Management_Overview
Start Course- Work Management - Getting Started
- Introductory overview of major project/work management screens and settings, including Portfolio view, Work View, Work and Resource Management, and Task Information.
- Pages: 10
- Work Management Overview Version 14
- This article provides an orientation to the most frequently used work management screens and contains links to additional articles. This article applies to Planview Enterprise 14.
- 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.
- Overview: Work Portfolio View
- This article provides an overview of the Work Portfolio View screen. This article applies to Planview Enterprise 14.
- 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.
- Overview: Work and Resource Management—Resources and Assignments
- This article provides an overview of the Resources and Assignments pivot view in the Work and Resource Management screen. 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.
- 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.
- Mastering Work Management
- More detailed overview of major project/work management screens and settings, including Portfolio view, Work View, Work and Resource Management, and Task Information.
- Pages: 16
- 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.
- 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.
- About the Work View Screen
- This article describes the tabs of the Work View screen.
- Work Management: For More Information
- Supplemental information for Work Management Overview.
- Pages: 6
- Project and Work Management Overview FAQ
- These frequently asked questions cover general information on Project and Work management screens and activities. This article applies to Planview Enterprise 11.5 and up.
- Work Type Recommendations
- Work Types can be used to distinguish different categories of requests, and can determine how the work should be managed and which WBS template and lifecycle workflow to use. This best practice offers recommendations for 5 common work types, in terms of suggested thresholds, processes, controls, and more.
- Implementation Issues with Resource and Project Management
- This best practice explores the potential issues that inhibit effective resource and project management. Causes of resource conflicts, late projects, and general chaos are explored, along with solutions for avoiding them.
- Job Aid: Summarize Data in a Project Portfolio
- This job aid (handout) provides project managers, strategic program managers, and financial specialists with an explanation of how summarization of portfolio financial information works.
- Work Portfolios
- Managing work portfolios, including working with portfolio financial information.
- Pages: 10
- Manage Work Portfolio Information Version 14
- This article provides an overview of Work portfolio functionality and contains links to additional articles.
- 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.
- 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.
- Change Timescale for Financial Data Columns
- This article explains how to change the timescale for financial data columns. This article applies to Planview Enterprise 14.
- Compare Portfolio Financial Versions
- This article explains how to compare financial two versions of a financial plan for a portfolio. This article applies to Planview Enterprise 14.
- Summarize Financial Data
- This article explains how to summarize the financial data in a portfolio. This article applies to Planview Enterprise 14.
- Work Portfolios: For More Information
- Supplemental information for Work Portfolios.
- Pages: 1
- Job Aid: Project Portfolio View
- This job aid (handout) provides project managers with an orientation to the UI of the Work Portfolio View screen, how to access the Portfolio View, and information on the Portfolio Manager and other tiles on the ribbon.
- Project Information
- This course explains how to capture, organize, and maintain a project’s information. Projects can be created manually, or be generated from a strategic program. It is important to accurately and completely gather and store all information for project work before the project starts out, as well as to update information that is new or changed. This course covers the Project Information capability.
4 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Project_Information
Start Course- Project Creation
- All the ways to add project work.
- Pages: 5
- Creating Work (Overview)
- This article provides general information about creating work in Planview Enterprise.
- Creating Work
- This article describes creating new work and includes brief descriptions of the New Work screen's elements.
- Add a Project (Add Work) Version 14
- This article provides information on how to add project work. This article applies to Planview Enterprise 14.
- Initiate Work from Programs
- This article goes over how to add a project/work from the Strategy Portfolio Manager. This article applies to Planview Enterprise 14.
- Project Creation: For More Information
- Supplemental information for Project Creation.
- Pages: 2
- Using Requested Start and Finish Dates in Planview Enterprise
- This best practice explores the implications of using the Requested Start and Requested Finish dates in Planview Enterprise.
- Project Initiation FAQ
- These frequently asked questions cover the project initiation process. This article applies to Planview Enterprise 11.5 and up.
- Work Information
- Updating work information and attributes.
- Pages: 5
- 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 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.
- View Expired Effort Columns
- This article shows options for viewing effort that has expired. This article applies to Planview Enterprise 14.
- Work Information: For More Information
- Supplemental information for Work Information.
- Pages: 1
- Job Aid: Work View
- This job aid (handout) provides project managers with an orientation to the UI of the Work View screen, how to access the screen, information on the Work Detail and other tiles on the ribbon, as well as samples of Work View tabs.
- Planning and Scheduling
- This course goes over all aspects of building out the project plan. The project plan, or work breakdown structure, consists of the tasks, milestones, dates/durations, relationships, constraints, costs, and resource demand for a project. This course goes over all aspects of building the project plan. It is a part of the Planning and Scheduling capability. Use the Getting Started topics to learn from our training material, and the Mastering topic for more detailed product help content.
13 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Planning_and_Scheduling
Start Course- Project Plan Creation - Getting Started
- This course goes over the basics of building out the project plan.
- Pages: 16
- Define Tasks and Milestones
- Learn how to define tasks and milestones in the Work Breakdown Structure
- Work - Relationships
- Learn to create basic logical relationships between tasks and how to remove logical relationships from work
- Build the Project Plan Version 14
- The articles collected here show how to build out the work breakdown structure (WBS) for a project including adding tasks and milestones, entering durations, creating and modifying basic relationships, defining the critical path, and establishing constraints, and associating projects with strategies and outcomes. This article applies to Planview Enterprise 14.
- Review the Work Breakdown Structure
- This article describes how to see the project plan for a newly created project, or one in progress, by using the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Review the Project Schedule using the Gantt Chart
- This article provides an introduction to the Gantt chart view of schedules in Planview Enterprise. it also provides hints for viewing constraints and milestones. This article applies to Planview Enterprise 14.
- Add Tasks and Milestones
- This article shows how to insert new tasks into the work breakdown structure and to change a task into a milestone via the Milestone Flag column. This article applies to Planview Enterprise 14.
- Link Work and Strategic (Program) Milestones
- This article shows how to link milestones on projects/work to milestones on strategic programs. This article applies to Planview Enterprise 14.
- Set Work Items to Display on the Strategy Roadmap
- This article shows how get work items (projects) to display on the strategy roadmap. This article applies to Planview Enterprise 14.
- Understand Duration vs. Effort
- This article differentiates between the concept of duration and of effort. This article applies to Planview Enterprise 14.
- Establish Constraints
- This article describes how to add constraints to project schedules. This article applies to Planview Enterprise 14.
- Associate a Project with a Program or Outcome
- This article explains how to create associations between strategic programs or outcomes. This article applies to Planview Enterprise 14.
- Enter Durations for Work Breakdown Structure Tasks
- This article explains how to use the Duration column to change the duration for tasks in the work breakdown structure. This article applies to Planview Enterprise 14.
- Create Basic Relationships
- This article shows how to create relationships: chain, fan out, or fan in. It also shows how to remove (delete) a relationship. This article applies to Planview Enterprise 14.
- Calculate the Critical Path
- This article explains how to define the critical path for a project by running the CPM scheduling engine. This article applies to Planview Enterprise 14.
- Mastering Project Plan Creation
- This course goes over detailed information on building out the project plan.
- Pages: 22
- Displaying a Gantt Chart for Work
- This article provides information about the screens that can display a Gantt chart as a graphical representation of a work item's schedule. The article also lists Work and Resource Management screen columns that support using keyboard shortcuts to modify a Gantt chart.
- About the Work and Resource Management Screen's Gantt Chart Column
- This article provides information about the elements displayed in the Gantt Chart column of the Work and Resource Management screen.
- Printing or Saving a .pdf File of a Gantt Chart for Work
- This article describes printing or saving a .pdf file of the Gantt chart that you can access from the Work and Resource Management screen. This article also provides information about the abbreviations used for constraints you access through work and resource management, and includes a legend that shows how they are represented visually on a Gantt chart.
- About Project Milestones and Strategic Milestones
- This article provides general information about project milestones and strategic milestones.
- Project Plan Creation: For More Information
- Supplemental material for project planning.
- Pages: 12
- About Project Milestones and Strategic Milestones
- This article provides general information about project milestones and strategic milestones.
- Using Requested Start and Finish Dates in Planview Enterprise
- This best practice explores the implications of using the Requested Start and Requested Finish dates in Planview Enterprise.
- Editing the WBS FAQ
- These frequently asked questions cover editing a project's Work Breakdown Structure. This article applies to Planview Enterprise 11.5 and up.
- Job Aid: Project Milestones
- This job aid (handout) provides project managers with a quick overview of how to create milestones on a project.
- Develop an Effective Work Breakdown Structure
- This best practice outlines various WBS templates for different types of work, and offers guidelines about the proper level of detail that should be captured.
- Project Schedule Business Rules
- Planview Enterprise software includes a number of business rules that govern creating a project schedule. This best practice outlines those detailed business rules.
- Determine Project Duration
- This best practice examines how the task durations, logical relationships, constraints, and resource management all contribute to effectively determining project duration.
- Milestones
- Milestone activities are used to denote key events on a schedule, such as approval to proceed, phase completion, key document completed, and more. Many project managers use milestones to target and mark the completion of major deliverables.
- Critical Path Method (CPM)
- The critical path method (CPM) or critical path analysis, is an important project management tool used to determine the project schedule based on the duration and relationship of project activities. This best practice explains how CPM is managed in Planview Enterprise.
- The Integrated Work Financial Plan: In Depth
- You can select Work Financial Plan as a “version” in the Financial Planning Detail screen. This has many benefits and provides insights into many aspects of the project. This article goes over some of the things you can do with this integrated work financial plan.
- Project Plan Management
- This course goes over all aspects o fmanaging the project plan.
- Pages: 14
- Review the Work Breakdown Structure
- This article describes how to see the project plan for a newly created project, or one in progress, by using the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Work - Edit the WBS
- Learn how to insert work items into the WBS, rearrange work items using the Cut, Copy, and Paste icons, and also how to set durations for work items
- Review the Project Schedule using the Gantt Chart
- This article provides an introduction to the Gantt chart view of schedules in Planview Enterprise. it also provides hints for viewing constraints and milestones. This article applies to Planview Enterprise 14.
- 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 14.
- Manage Constraints on a Project
- Learn how to manage constraints on a project
- Modify Relationships and Add Lag and Lead
- This article describes how advanced relationships (finish to start, finish to finish, start to finish or finish to start) can be created using the Predecessor and Successor functionality. This article applies to Planview Enterprise 14.
- Project Plan Management: For More Information
- Supplemental information on managing project plans.
- Pages: 4
- About the Work and Resource Management Screen's Gantt Chart Column
- This article provides information about the elements displayed in the Gantt Chart column of the Work and Resource Management screen.
- Printing or Saving a .pdf File of a Gantt Chart for Work
- This article describes printing or saving a .pdf file of the Gantt chart that you can access from the Work and Resource Management screen. This article also provides information about the abbreviations used for constraints you access through work and resource management, and includes a legend that shows how they are represented visually on a Gantt chart.
- Job Aid: Inter-Project Relationships
- This job aid (handout) provides project managers with instructions for linking activities and milestones in one project to those in another project.
- Understand Time Now
- This article defines the concept of Time Now. This article applies to Planview Enterprise 13.
- Project Baselines - Getting Started
- Basics of how to create, update, restore, and delete baselines.
- Pages: 7
- Create and Review a Baseline
- Learn how to create and review a baseline
- Baseline the Project Version 14
- This article covers best practices and concepts around baselines in Planview Enterprise. This article applies to Planview Enterprise 14.
- Create a Work Baseline
- This article tells you how to create a baseline for a project. This article applies to Planview Enterprise 14.
- Update a Work Baseline
- This article explains how to update a project baseline. This article applies to Planview Enterprise 14.
- Update a Partial Baseline
- This article explains how to update specific parts of a project baseline. This article applies to Planview Enterprise 14.
- Restore from a Work Baseline
- This article explains how to revert data from a baseline back to a previous state. This article applies to Planview Enterprise 14.
- Review the Gantt Chart to See the Baseline
- This article explains how the baseline for a project appears in the Gantt chart view. This article applies to Planview Enterprise 14.
- Mastering Project Baselines
- Detailed information on how to create, update, restore, and delete baselines.
- Pages: 9
- Creating a Baseline for a Project
- This product help article describes how to create a baseline for a work item.
- Updating Baselines
- This product help article describes how to update a baseline for a work item in Planview Enterprise 11.5, 12, 13, and 14.
- Deleting a Baseline
- This product help article describes how to delete a baseline for a work item in Planview Enterprise 11.5, 12, 13, and 14.
- Project Baselines: For More Information
- Supplemental information for Project Baselines.
- Pages: 1
- Project Baseline Best Practices
- Baselines are an effective means of measurement control to measure progress over the course of a project. This best practice offers guidelines on the optimal use of baselines in Planview Enterprise.
- Dependencies between Projects - Getting Started
- Basics of defining and working with dependencies between projects.
- Pages: 4
- Add Inter-Project Dependencies Version 14
- Dependencies show how two entities (projects, products, etc.) are related. This information shows how to work with them, and explains the types of inter-project dependencies. This article applies to Planview Enterprise 14.
- Understand the Four Types of Project Dependency
- This article contains a chart defining the four types of project dependency: required by, codependent on, dependent on, and redundant with. This article applies to Planview Enterprise 14.
- Create Dependencies between Two Projects
- This article shows how to create dependencies between two projects. This article applies to Planview Enterprise 14.
- Edit or Delete Dependencies
- This article shows how to edit or delete a dependency between two projects. This article applies to Planview Enterprise 14.
- Mastering Dependencies between Projects
- Detailed information on defining and working with dependencies between projects.
- Pages: 3
- Dependencies
- A dependency is a connection between two entities that describes how those relationships influence one another. This article identifies the type of entities for which you can define dependencies in Planview Enterprise. The article also provides general information about the classifications by which dependencies are broken down. In addition, the article describes the rules that apply to the different types of dependencies Planview Enterprise supports.
- Defining Work Dependencies
- This article describes creating, editing, or deleting a dependency between two work entities at the primary planning level (PPL), which is typically the project level.
- Reviewing Work Dependencies
- This article describes reviewing dependencies defined for a work entity at the primary planning level (PPL), which is typically the project level.
- Agile Projects - Getting Started
- Basics of using agile project management elements in Planview Enterprise.
- Pages: 7
- Set Up Agile Projects Version 14
- This article explains the uses and limitations of Agile project functionality in Planview Enterprise and provides references to more on Planview Enterprise integrations with other Agile systems. This article applies to Planview Enterprise 14.
- Create a Work Breakdown Structure for an Agile Project
- This article shows how to create the type of WBS that is needed for an Agile project. This article applies to Planview Enterprise 14.
- Understand How Sprint Dates Are Set Up in Planview Enterprise
- This article explains how sprint dates work in Planview Enterprise Agile projects. This article applies to Planview Enterprise 14.
- Maintain Sprint Data Such as Story Status and Points
- This article tells how to track sprint data in an Agile project. This article applies to Planview Enterprise 14.
- Use To-Do Lists to Capture Story Detail
- This article shows how to-do lists can help with managing Agile projects. This article applies to Planview Enterprise 14.
- Use the Sprint Burndown and Velocity Tiles
- This article describes the uses of the Sprint Burndown tile and the Velocity tile in Agile projects. This article applies to Planview Enterprise 14.
- Store Documents Related to Stories
- This article explains how to use the Content area of Planview Enterprise to store documents related to Agile projects. This article applies to Planview Enterprise 14.
- Mastering Agile Projects
- Detailed information on using agile project management elements in Planview Enterprise.
- Pages: 2
- Agile Projects: For More Information
- Supplemental Information for Agile Projects.
- Pages: 3
- Implementing Agile in Planview Enterprise
- This best practice explains basic concepts of using Planview Enterprise for Agile and offers guidelines for setting up Planview for Agile.
- Addressing Management Concerns about Agile
- This best practice offers tips for addressing typical management concerns about the agile concept.
- Managing Agile Projects
- This best practices explains the concepts, principles, and roles regarding Agile Project Management.
- Project Financial Planning
- The topics in this course will enable you manage the various sets (versions) of financial information associated with projects in in your work portfolios. Financial Planning in Planview Enterprise can also be used to manage and track high level (organization/role) based resource effort. Use the Getting Started topic to learn from our training material, and the Mastering topic for more detailed product help content. This course falls under the Financial Planning capability.
7 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Project_Financial_Planning
Start Course- Project Financial Information - Getting Started
- The basics of working with project budgets and financial plans.
- Pages: 16
- Enter Project Financial Plan Version 14
- This article provides important definitions for work financial planning as well as links to ways to view and work with financial data for a project. This article applies to Planview Enterprise 14.
- Understand Financial Models and Versions
- This article defines financial models and versions, and explains how they relate to each other. This article applies to Planview Enterprise 14.
- Understand the Organization of the Financial Planning Detail Screen
- This article provides an overview of the Financial Planning Detail Screen. This article applies to Planview Enterprise 14.
- Understand the Category and Focus Controls
- This article provides an overview of the Category and Focus controls on the Financial Planning Detail Screen. This article applies to Planview Enterprise 14.
- Use the Category and Focus Controls to Analyze Financial Data
- This article explains how to use the category and focus controls to analyze financial data. This article applies to Planview Enterprise 14.
- Use the Subtotal View to Analyze Financial Data
- This article explains how to use the subtotal view to analyze financial data. This article applies to Planview Enterprise 14.
- Load Labor Effort
- This article explains how to bring labor effort (such as actual time reported) and expenditures into your financial plan. This article applies to Planview Enterprise 14.
- Override Role-Based Labor Rates
- This article explains how override the labor rate for a resource's role and replace it with another rate. This article applies to Planview Enterprise 14.
- Manually Enter Financial Data
- This article explains how to enter financial information into a product using the Financial Planning Detail screen. This article applies to Planview Enterprise 14.
- Compare Two Financial Versions
- This article explains how to compare and view the variance between two versions of a financial plan. This article applies to Planview Enterprise 14.
- Compare Financial Version with Work Financial Plan
- This article explains how to compare a financial version with the financial plan for the project.. This article applies to Planview Enterprise 14.
- Use the Financial Planning Detail Version Menu
- This article provides an overview of the Financial Planning Detail Version menu and how to use it. This article applies to Planview Enterprise 14.
- View Actual vs. Forecast Data and Totals on Financial Planning Detail
- This article describes how to compare actual data with forecast data on the Financial Planning Detail screen. This article applies to Planview Enterprise 14.
- Export Financial Data
- This article explains how to export a work financial plan into Excel or PowerPoint format. This article applies to Planview Enterprise 14.
- Mastering Project Financial Information
- Detailed information on working with financial planning screens and data.
- Pages: 16
- Business Rules of Financial Management
- This article describes various business rule that apply to Financial Management.
- About Defining a Financial Plan
- Users define a financial plan to plan, estimate, and track expected costs of work, a strategic entity, organization, and a product or other type of outcome. This article provides information about the various methods in which users can define a financial plan and includes links to articles relevant to those methods.
- Comparing a Financial Plan to Its Work Plan Data
- This article describes displaying data that helps you understand how a financial plan's actuals differ from a work plan's data so you can then take action to better align the financial plan with the work plan.
- Financial Planning Detail Screen Basics
- This article describes navigating to the screen that helps you understand the actual costs to date and the future forecasted costs of a particular project, strategy, organization, or outcome (such as a product), view the total initial version of a budget approved for such an entity, and compare different versions of a financial plan to determine trending changes of costs over time and re-forecast as you incur actual costs and then make adjustments as needed.
- Financial Planning Detail Screen Elements
- This article describes the elements of the Financial Planning Detail screen, which is the screen you can use to edit a financial plan.
- Defining the Financial Planning Detail Screen's Display and Layout
- This article describes using the Focus Control to change the emphasis on the Financial Planning Detail screen by defining its data display and layout..
- Selecting Financial-Planning Set Preferences
- This article describes setting preferences to select the financial-planning model and versions for which financial-planning data is displayed on a relevant Portfolio View screen.
- Setting Your User Preferences for the Financial Planning Detail Screen
- This article describes setting preferences for the different types of financial plans.
- About the Data Loaded into Financial Plans
- This article describes the type of information the system loads into each type of financial plan.
- Copying Financial Planning Information
- The article describes how users can copy financial planning information between different financial plans. The article also describes how administrators can copy data between versions or items.
- Copy Financial Plan Screen
- This article describes the elements of the Copy Financial Plan screen that supports users and administrators copying financial plans.
- Editing a Financial Plan
- This article describes adding, modifying, or deleting lines in a financial plan and making changes to the data displayed on such lines.
- Loading Data into a Financial Plan
- This article describes loading data into a financial plan, which you can do for a portfolio or a specific item.
- Project Financial Information: For More Information
- Supplemental content for Project Financial Information
- Pages: 6
- The Integrated Work Financial Plan: In Depth
- You can select Work Financial Plan as a “version” in the Financial Planning Detail screen. This has many benefits and provides insights into many aspects of the project. This article goes over some of the things you can do with this integrated work financial plan.
- View Financial Version Baseline Together with Project Baselines
- Project managers often want to see both financial and schedule data together so they can get a clear understanding of these two key aspects of their projects on the same screen. Planview Enterprise may be configured to see both types of baselines together on one page within the Work, Strategies, or Outcomes menus.
- Project Estimation and Budgeting
- This best practice offers an overview of project estimation methods and techniques, including the various levels and types of estimates, and considerations for each.
- Propose Project Budget
- A project budget is the total sum of money and/or resource effort allocated for a project for a specific period of time. The goal of budget management is to control project costs within the approved budget and deliver the expected project goals.
- Tracking Actuals and Forecast Financial Data via the Financial Plan
- Planview Enterprise tracks financial data using versions to compare data from different points in time in a project’s lifecycle. Each version must be created and named by the Planview Administrator, or generated automatically via a project lifecycle step.
- Calculation Details for Financial Metrics (NPV, ROI, IRR)
- This best practice explains the calculation algorithms Planview Enterprise uses for its financial metrics (e.g., NPV,ROI, IRR).
- Non-Labor Expenditures - Getting Started
- Basic information on how to add, load, view, move, and delete expenses and expenditures.
- Pages: 7
- Add Non-Labor Expenditures Version 14
- This article explains what planned and actual expenditures are and gives some guidelines for tracking them and loading them into our work plan. This article applies to Planview Enterprise 14.
- Load Expenditures
- This article explains how to load an expenditure. This article applies to Planview Enterprise 14.
- Add a Planned Expenditure
- This article explains how to add a planned expenditure for a project. This article applies to Planview Enterprise 14.
- Add an Actual (Unplanned) Expenditure
- This article goes over how to enter an unplanned actual expenditure. This article applies to Planview Enterprise 14.
- Add an Actual Expenditure for a Planned Expenditure
- This article explains how to add an actual expense that occurred on a certain date from the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Mastering Non-Labor Expenditures
- Detailed information on working with expenses and expenditures.
- Pages: 18
- Entering Expenses
- This article describes entering expenses, which involves associating expenses with work, associating expenses with a cost type, and entering the amount of each type.
- Reporting Value Added Tax
- This article describes entering value added taxes while reporting expenses if your organization tracks such taxes.
- Associating Expenses with a Cost Center
- This article describes associating expenses for work not associated with a contract with a cost center.
- Approving and Disapproving Expenses
- This article describes approving or disapproving expenses included in a resource's expense report.
- About the Expenditures Tab
- This product help article describes the elements of the Expenditures tab available through the Work and Resource Management screen.
- Adding Expenditures
- This product help article describes using the Work and Resource Management screen to add a planned expense or an actual expense.
- Excel and Planview Enterprise
- Using Excel in conjunction with Planview Enterprise.
- Pages: 9
- Financial Planning Using Excel Version 14
- This article explains concepts that will help in exporting and importing data between Microsoft Excel and Planview Enterprise. This article applies to Planview Enterprise 14.
- Export Project Financials to an Excel File
- This article explains the two ways to save Planview Enterprise data into an Excel spreadsheet. This article applies to Planview Enterprise 14.
- Import from Excel into Planview Enterprise
- This article shows how to bring in financial data from an Excel spreadsheet into Planview Enterprise. This article applies to Planview Enterprise 14.
- Review the Excel Log
- This article tells how to check into any problems with Excel imports or exports by reviewing the Excel log. This article applies to Planview Enterprise 14.
- Excel and Planview Enterprise: For More Information
- Supplemental information for Excel and Planview Enterprise.
- Pages: 1
- Excel Import and Export FAQ
- These frequently asked questions cover using Microsoft Excel with Planview Enterprise data. Sign in to access this FAQ article.
- Execution and Tracking
- This course goes over the functionality that allows you to manage the project through its execution, including the management of the schedule, resource demand and resource assignments, financials, and to report on the overall status and health of the project. Use the Getting Started topic to learn from our training material, and the Mastering topic for more detailed product help content. This course falls under the Execution and Tracking capability.
6 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Execution_and_Tracking
Start Course- Work Tracking and Execution - Getting Started
- Basic information on tasks for keeping track of projects during execution: status and date changes, baseline management, milestones.
- Pages: 14
- View Expired Effort Columns
- This article shows options for viewing effort that has expired. This article applies to Planview Enterprise 14.
- Track and Execute Work Version 14
- It's important to keep track of the progress of project work. The information provided here covers some of the ways project execution can be tracked in Planview Enterprise. This article applies to Planview Enterprise 14.
- Understand Project Dates and Durations
- This article provides definitions of important concepts around dates and durations, and provides an example. This article applies to Planview Enterprise 14.
- Understand Remaining Allocations and Maximum Utilization
- This article shows how maximum utilization (how much effort can be assigned to a resource beyond their capacity before work slips) is calculated. This article applies to Planview Enterprise 14.
- Monitor Slipped Work
- This article shows how the Slipped Work tile on the Work Portfolio View can help with tracking work that has slipped past its projected finish date. This article applies to Planview Enterprise 14.
- Review Work Baselines
- This article reviews the process of checking the baseline against a project's current schedule during the execution stage of the project. This article applies to Planview Enterprise 14.
- Understand Assumed Completed vs. Completed Statuses
- This article differentiates between the Assumed Completed and Completed project statuses. This article applies to Planview Enterprise 14.
- Create an Assumed Completed Filter
- This article describes how to create a filter to show only work with the status of Assumed Completed. This article applies to Planview Enterprise 14.
- Update Work Status
- This article shows how to change the status of a project. This article applies to Planview Enterprise 14.
- Status Work by Percent Complete (Part of Project)
- This article explains how to track the progress of a project by percent complete rather than from timesheet data. This article applies to Planview Enterprise 14.
- Update Milestone Status
- This article shows how to change the status of a milestone. This article applies to Planview Enterprise 14.
- Review the WRK14 Project Highlight Report
- This article goes over accessing the Project Highlight Report tile. This article applies to Planview Enterprise 14.
- Mastering Work Tracking and Execution
- Detailed information on tasks for keeping track of projects during execution: status and date changes, baseline management, milestones.
- Pages: 15
- Displaying FTE Data
- This article describes displaying a chart that shows the type of resources working on a portfolio's projects.
- Associating a Release with Work
- This article describes associating a release with work to support the tracking of which releases include that work..
- Status Changes and Lifecycles
- This article provides general information about status values not available for manual selection within a lifecycle and status values available for manual selection within a lifecycle. The article also includes business rules that apply if an item's status is changed manually, but the new status contradicts the status change specified in the steps of a lifecycle model associated with the relevant item. In addition, the article includes business rules relevant to changing investment status within
- About the Work Detail Screen
- This article describes the options and buttons of the Work Detail screen. The article also provides general information about accessing the Work Detail screen.
- Work Tracking and Execution: For More Information
- Supplemental information for Work Tracking and Execution.
- Pages: 6
- Displaying FTE Data
- This article describes displaying a chart that shows the type of resources working on a portfolio's projects.
- Project Baseline Best Practices
- Baselines are an effective means of measurement control to measure progress over the course of a project. This best practice offers guidelines on the optimal use of baselines in Planview Enterprise.
- Project Execution FAQ
- These frequently asked questions cover the progressing engine in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
- Monitor Work in Progress
- Successful project execution requires the routine management of the project.
- Report Status
- Regular status reporting is the key communication between the project manager, project team and stakeholders. This includes Status Reporting, Progress Reporting, and Project Forecasting using earned value management or another system. This best practice offers guidance on what to report, and highlights suggested analytics in Planview Enterprise.
- The Progressing Engine
- How the progressing engine works and how settings affect it.
- Pages: 4
- Understanding the Progressing Engine
- Part of the Understanding the Progressing Engine guide. Sign in to access this How-to topic.
- Understand Project Progress
- This article provides explanations of important concepts around how the progress of projects is captured in the system. This article applies to Planview Enterprise 14.
- Understand Progressing Options and Rules
- This article describes the options for managing how unfinished work or unused assignments are rescheduled when the project is progressed. This article applies to Planview Enterprise 14.
- Set Work to Progress as Planned
- This article explains the concept of progress as planned and gives instructions for setting the Progress As Planned option in the Work Detail screen. This article applies to Planview Enterprise 14.
- The Progressing Engine: For More Information
- Supplemental information about The Progressing Engine.
- Pages: 1
- Progressing FAQ
- These frequently asked questions cover the progressing engine in Planview Enterprise. It is important to use the schedule button to calculate the critical path and available floats after making changes to the project schedule. If significant changes will be made, you can take a schedule baseline before the adjustments for comparison.
- To-Do Lists
- Working with to-do lists.
- Pages: 6
- To-Do List Items Version 14
- This article explains how to-do lists are used in managing projects. This article applies to Planview Enterprise 14.
- Add To-Do List Items
- This article explains how to add to-do list items on project tasks. This article applies to Planview Enterprise 13.
- Add To-Do List Items
- This article explains how to add to-do list items on project tasks. This article applies to Planview Enterprise 14.
- Enter or Review a To Do List Item from a Timesheet
- This article explains how to enter or review a To Do list item from a timesheet. This article applies to Planview Enterprise 14.
- Closure
- This course covers how to close a project after ensuring that project objectives have been met. In this course, you will learn how to use Planview Enterprise to ensure that project objectives have been met before the project is closed, to prevent accumulation of additional time and costs. Use the Getting Started topic to learn from our training material, and the Mastering topic for more detailed product help content. This course is part of the Project Closure capability.
3 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Closure
Start Course- Project Completion - Getting Started
- Basics on steps to close a project.
- Pages: 5
- Change Project Status to Completed Version 14
- Once all aspects of a work project are completed, the status can be changed to completed. This article provides key concepts and a checklist for closing a project. This article applies to Planview Enterprise 14.
- Change Project Status to Completed
- This article explains how to change the status of a work project to Completed. This article applies to Planview Enterprise 14.
- Understand Work/Project Status Rules
- This article provides information about the rules applying to changing status of work items (projects, phases, activities, etc.) This article applies to Planview Enterprise 14.
- Project Completion: For More Information
- Supplemental information for Project Completion.
- Pages: 3
- Work Closure FAQ
- These frequently asked questions covers ways in which projects/work can be ended. This article applies to Planview Enterprise 11.5 and up.
- Best Practice - Closing Out Project Activities and Tasks
- During project execution, as project team members work on various activities and tasks, closing those items out as they are completed is vital. This best practice explains the impacts of task and project closure, and offers guidelines for success.
- Lessons Learned
- This best practice offers guidelines for capturing and leveraging lessons learned, which can serve to guide future projects, and build on the experience gained from your project.
- Additional Topics
- This course covers collaboration of documents; Changes, Risks, and Issues; and Support Tickets. In this course, you can learn about some optional components of Planview Enterprise. Collaboration explains how to manage documents (the Team Collaboration capability); the Changes, Risks, and Issues topic goes over CRI management (the Changes, Risks, and Issues capabilities); and Support Tickets are the focus of the final topic (the Other Planned Work capability).
9 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise/Projects_and_Work/Additional_Topics
Start Course- Content Collaboration
- Uploading, reading, editing, and reviewing documents, URLs, and other project content.
- Pages: 23
- Manage Project Documents Version 14
- This article provides some key concepts for managing documents in Planview Enterprise. This article applies to Planview Enterprise 14.
- Add Project Documents
- This article explains how to upload a file into Planview Enterprise and associate it with a project. This article applies to Planview Enterprise 14.
- Adding Content without Waiting for a Lifecycle Notification
- This article describes adding a folder, document, or URL as content to Planview Enterprise without waiting for a lifecycle notification.
- Check Out, Update, and Check In a Project Document
- This article shows how to use the Review Content screen to check out, revise, and check in documents associated with a project. This article applies to Planview Enterprise 14.
- Upload Project Documents
- 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 13.
- Store Documents Related to Stories
- This article explains how to use the Content area of Planview Enterprise to store documents related to Agile projects. This article applies to Planview Enterprise 13.
- Review Project Documents and Document Metadata
- This article shows how to access the Review Content screen to learn more about a project document. This article applies to Planview Enterprise 14.
- Setting Access Rights on Content Files (Introduction)
- This article describes setting access rights that help define the read-only and read/write permissions you and other users have to a content file
- About Access Types
- This article describes the access types you can select when adding an access right or an administrator can select when setting the default access to content in the Global Content folder or Template Content folder.
- Content Collaboration: For More Information
- Supplemental information for Content Collaboration.
- Pages: 5
- Projectplace
- Product help and other resources to help you learn about Planview Projectplace
- Working with Documents FAQ
- These frequently asked questions cover working with project documents in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
- About the Global Content and Template Content Folders
- This article describes folders an organization can use for its own purposes to help store, organize, and share content specific to that organization.
- Copy Template Content to a Project
- This article explains how to create copies of content in the Global and Template folders to use as the basis for new documents. This article applies to Planview Enterprise 14.
- Project Collaboration
- This best practice stresses the importance of a centralized information portal to enable project collaboration, and offers suggestions for maximizing information sharing.
- Changes, Risks, and Issues
- About changes, risks, and issues in general.
- Pages: 11
- Create a Column Set for Risks, Issues, and Changes Version 13
- This article explains how to create a column set for viewing risks, issues, and changes for a project. This article applies to Planview Enterprise 13.
- Creating a New Change, Risk, or Issue
- This article describes creating a change, risk, or issue, which you do by attaching it to a work item.
- Changes, Risks, and Issues: For More Information
- Supplemental information on Changes, Risks, and Issues.
- Pages: 2
- CRI FAQ
- These frequently asked questions cover changes, risks, and issues. This article applies to Planview Enterprise 12.
- Job Aid: Changes, Risks, and Issues
- This job aid (handout) provides project managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.
- Changes
- Creating, monitoring, escalating, and deleting changes.
- Pages: 9
- Changes Version 14
- Change management is an important part of successfully completing projects. This information includes best practices for change management as well as instructions for creating and completing changes in Planview Enterprise. This article includes best practices for change management and dealing with scope creep, plus information on using changes in Planview Enterprise. This article applies to Planview Enterprise 14.
- Add and Classify a Change
- This article explains how to create a new change in Planview Enterprise, and select its status and priority. This article applies to Planview Enterprise 14.
- Monitor and Update a Change
- This article describes how to monitor the progress of a change and update the information about it. This article applies to Planview Enterprise 14.
- Escalate a Change
- This article provides best practices for change escalation and shows how to create a deadline by changing the Target Date for the change. This article applies to Planview Enterprise 14.
- Move a Change
- This article shows how to move a change request to a different work item within the same project or to another project. This article applies to Planview Enterprise 14.
- Transfer a Change
- This article shows how to transfer a change to a risk or issue. This article applies to Planview Enterprise 14.
- Adjust the Project Plan to Reflect a Change
- Once a change has been instituted, the project plan and schedule will need to be adjusted to reflect the new information. This article explains how and why to do this. This article applies to Planview Enterprise 14.
- Close a Change
- This article shows how to update the status of a change to Closed when all actions are finished. This article applies to Planview Enterprise 14.
- Risks
- Creating, managing, and closing risks.
- Pages: 7
- Risks Version 14
- Risk management is an important part of any project. The articles collected here cover viewing, creating, classifying, reviewing, transferring, and closing risks. This article applies to Planview Enterprise 14.
- Create and Classify a Risk
- This article explains how to add a new risk and classify it. This article applies to Planview Enterprise 14.
- Review a Risk
- This article shows how to access the Risk Detail screen to review information on a risk. This article applies to Planview Enterprise 14.
- Move a Risk
- This article explains how to move a risk to a different work item/project. This article applies to Planview Enterprise 14.
- Transfer a Risk
- This article explains how to transfer a risk to a change or an issue. This article applies to Planview Enterprise 14.
- Close a Risk
- This article explains how to close a risk that is no longer a risk and has not been revised to be an issue or change. This article applies to Planview Enterprise 14.
- Issues
- Creating, evaluating, and managing issues.
- Pages: 8
- Issues Version 14
- Issues are unplanned events that could impact a project or other entity, often stemming from a risk. This article provides background information on issues and some best practices for handling them. This article applies to Planview Enterprise 14.
- Create and Classify an Issue
- This article shows how to create an issue and classify it by status and priority. This article applies to Planview Enterprise 14.
- Evaluate an Issue
- This article goes over how to evaluate an issue to determine whether it needs to be updated. This article applies to Planview Enterprise 14.
- Move an Issue
- This article describes how to move an issue to a different work item in the same project or to another project. This article applies to Planview Enterprise 14.
- Transfer an Issue
- This article describes how to transfer an issue to a risk or a change. This article applies to Planview Enterprise 14.
- Close an Issue
- This article tells how to close an issue if it has been resolved. This article applies to Planview Enterprise 13.
- Close an Issue
- This article tells how to close an issue if it has been resolved. This article applies to Planview Enterprise 14.
- Support Tickets
- Support ticket management: creation, assignments, editing, resolving.
- Pages: 12
- Manage Support Tickets Version 14
- Support tickets are used in some organization to manage incoming requests for project work. The information here explains the support ticket functionality in Planview Enterprise. This article applies to Planview Enterprise 14.
- Understand Important Support Ticket Prerequisites
- This article goes over prerequisites for working with support tickets. This article applies to Planview Enterprise 14.
- Add a Support Ticket into Planview Enterprise
- This article explains how to add (or create) a support ticket. This article applies to Planview Enterprise 14.
- Adding Support Tickets
- This article describes adding support tickets, which are one-task work items with a resolution (for example, a server maintenance request). They can help you capture detailed technical, resolution, or accounting information about unplanned work after it has been performed. You can also use support tickets to define a specific support task so that resources can be assigned to that work.
- Review or Edit a Support Ticket
- This article explains how you can review a support ticket or edit it. This article applies to Planview Enterprise 13.
- Review or Edit a Support Ticket
- This article explains how you can review a support ticket or edit it. This article applies to Planview Enterprise 14.
- Assign a Resource to a Support Ticket
- This article explains how to assign a resource to a support ticket. This article applies to Planview Enterprise 14.
- Assigning Support Tickets
- This article describes assigning a support ticket to the resources who are to perform the service requested through the ticket
- Support Tickets: For More Information
- Supplemental information for Support Tickets.
- Pages: 3
- Support Tickets FAQ
- These frequently asked questions cover the use of support tickets in conjunction with Planview Enterprise project work. This article applies to Planview Enterprise 11.5 and up.
- Managing Service Work
- This best practice offers tips for managing unnplanned and/or ongoing support and service work.
- Tracking Non-Project Work via Standard Activities and Annual Bucket Projects
- Many organizations struggle with how to best track the full scope of a resource’s efforts, especially when it comes to non-project work. In Planview Enterprise, there are two ways to track non-project time: standard activities and annual bucket projects. This best practice offers advice and considerations for when to use each.