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Planview Customer Success Center

Resource Management

Resource Management
This curriculum teaches how Planview Enterprise enables a resource manager to maintain information about each resource and then use that data to find resources that fit work requirements, or find any unfilled requirements that match a resource. Basic concepts and screen functions are covered, assignment types are explained, and data management is discussed.

3 Courses

beginner

  • Resource Management Overview
    In this course you will familiarize yourself with the basics of resource management in Planview Enterprise, including how to work with resource portfolios and the resource assignment types used in the system. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. This course is part of the Resource Management capability.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Resource_Management/Resource_Management_Overview

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  • Resource Information and Availability
    In this course, you will learn how to add, review, and maintain information about resources in Planview Enterprise. The feature of Effective dates for resource attributes is explained. 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 Resource Information and Resource Availability capabilities.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Resource_Management/Resource_Information_and_Availability

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  • Resource Assignments
    This course covers all the resource assignment types available in Planview Enterprise: Requirements, Reserves, Authorizations, Allocations, and Standard Activities. It also covers substituting resources, and how to review and analyze resource utilization. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. This course falls under the Resource Management capability.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Resource_Management/Resource_Assignments

    Mastering Assignment Approval
    Detailed information on reviewing, editing, and approving resource assignments.
    Pages: 1
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