Resource Management Overview
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Topics
- Resource Management - Getting Started
- Intro to resource management principles, screens, and settings.
- Pages: 7
- Resource Management Overview 14
- This article lists some key concepts and general information on resource management functionality in Planview Enterprise and provides links to introductory information about important screens. This article applies to Planview Enterprise 14.
- Understand the Benefits of Using Planview Enterprise for Resource Managers
- This article describes the benefits of using Planview Enterprise for Resource Managers. This article applies to Planview Enterprise 14.
- Resource Management and Assignments Screen Overview
- This article provides an overview of the Resource Management and Assignments screen and its features. This article applies to Planview Enterprise 14.
- Resource Management and Assignments – Resources and Assignments View
- This article provides an overview of the Resource Management and Assignments screen, Resources and Assignments view and its features. This article applies to Planview Enterprise 14.
- Resource Management and Assignments – Organizational Resources View
- This article provides an overview of the Resource Management and Assignments screen, Organizational Resources view and its features. This article applies to Planview Enterprise 14.
- Understand Resource Report Tiles
- This article provides an introduction to Resource Report tiles. This article applies to Planview Enterprise 14.
- Mastering Resource Management
- Details and additional topics on resource management principles, screens, and settings.
- Pages: 10
- Managing Resources (Overview)
- This article provides general information about the management of resources in Planview Enterprise.
- About Resource Management
- This article includes a brief description of requirements, reserves, allocations, authorizations, and standard activities, which support the scheduling of resources in Planview Enterprise.
- Resource Portfolio View Screen Basics
- This article explains how to navigate to the screen that gives you both an overview of the resources in a portfolio and easy access to details of each resource in the portfolio. The article also provides general information about that screen.
- Setting Resource Management and Assignments Display Preferences
- This article describes preferences that help you display content on the Resource Management and Assignments screen in a manner suiting your needs.
- Resource View Screen
- This article describes elements of the Resource View screen, which you can use to upload a resource image as well as review and change a resource's attributes.
- Resource Management Introduction: For More Information
- Supplemental information for Resource Management Introduction.
- Pages: 3
- Recommended Resource Planning and Assignment Horizons
- A long-range resource plan, followed by iterative resource planning, is essential to ensuring that the right resources are available when they are needed. This best practice examines proper methods and planning horizons for long-range resource planning and medium-to-short term resource assignments.
- Resource Management FAQ
- These frequently asked questions cover general resource management content. This article applies to Planview Enterprise 11.5 and up.
- 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.
- Resource Portfolios - Getting Started
- Getting started with working with resource portfolios and information on how the Resource menu works.
- Pages: 6
- Manage Resource Portfolio Information Version 14
- This article provides an overview of creating a resource portfolio and provides links to things you can do with resource portfolios. This article applies to Planview Enterprise 14.
- Create a Resource Portfolio
- This article describes how to create a resource portfolio. This article applies to Planview Enterprise 14.
- Invite Users to a Resource Portfolio
- This article shows how to invite users to a resource portfolio that you created. This article applies to Planview Enterprise 14.
- Understand the Organization of the Resources Menu—Portfolio View
- This article describes the organization and functionality of the Resources menu, Portfolio View.
- Understand the Organization of the Resources Menu
- This article describes the organization and functionality of the Resources menu.
- Job Aid: Access a Resource Portfolio and Review Portfolio Tiles
- This job aid (handout) provides anyone who works with resources in the system with a quick overview of the Resource Portfolio View and the Portfolio View tiles on the ribbon.
- Mastering Resource Portfolios
- Detailed information on working with resource portfolios and how the Resource menu works.
- Pages: 2
- Resource Portfolio View Screen Basics
- This article explains how to navigate to the screen that gives you both an overview of the resources in a portfolio and easy access to details of each resource in the portfolio. The article also provides general information about that screen.
- Resource Assignment Types
- Definitions of resource assignment types and standard activities.
- Pages: 6
- Resource Assignment Types Overview 14
- Planview Enterprise assignment types include requirements, reserves, authorizations, allocations, and standard activities. These articles explain how they work to assign resources to project work. This article applies to Planview Enterprise 14.
- Understand Resource Assignment Types
- This article defines the resource assignment types in Planview Enterprise. It contains a helpful chart. This article applies to Planview Enterprise 14.
- Understand Resource Assignment States
- This article explains the differences between the most common resource assignment states. This article applies to Planview Enterprise 14.
- Understand Resource Assignments and Effort
- This article explains how you can assign multiple assignments to multiple work items at the same time, and how Requirement Name is populated for requirements. This article applies to Planview Enterprise 14.
- Understand Standard Activities
- This article defines standard activities, which show when resources are not available for work. This article applies to Planview Enterprise 14.
- Resource Assignment Types: For More Information
- Supplemental information for Resource Assignment Types.
- Pages: 2
- Resource Assignments FAQ
- These frequently asked questions cover assigning resources to work in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
- Moving from Authorizations to Allocations
- This best practice explores the considerations and steps needed to make the leap successfully to a higher level of resource management maturity.
Content
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.