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Topics
- 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
- 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.
- Projectplace
- Product help and other resources to help you learn about Planview Projectplace
- 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.
Content
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).