General Administration in Planview Enterprise 14

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The Planview Enterprise 14 administrator is responsible for defining and maintaining information about the structures, users, rates, calendars, tiles, dashboard reports, Data Mart, and extracts for the organization. These are things that change often and need to be maintained as time goes on.

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General Administration
This course covers basic administration of Portfolio and Resource Management in Planview Enterprise 14.
15 Topics
7-10 hours
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/General_Administration_in_Planview_Enterprise_14/General_Administration
Administer Users, User Roles, and Resources
The Administer Users, User Roles, and Resources chapter in general admin training 14.
Pages: 1
Add a User
This article explains how to create a new user in the system.

Maintain Financial Management
The Maintain Financial Management chapter of general admin training 14.
Pages: 14
Maintain Financial Management System
This information helps administrators maintain the financial management system in Portfolio and Resource Management.
Financial Management: Explanation of Terms
This article provides definitions of financial models, financial versions, scenarios, financial loads, and entity types. It also contains a diagram of the architecture of financial management.
Portfolio View – Financial Summary Overview
This article provides an overview of the financial aspects of the Work Portfolio View.
Financial Planning Detail – Screen Layout Overview
This article provides an overview of the layout of the Financial Planning Detail screen for financial management administrators.
Maintain Financial Planning Models
This article tells how to maintain financial planning models in the system.
Update First Editable and First Loadable Periods
This article tells how to update the first editable period and first loadable period in a financial planning model.
Load Financial Versions from Financial Management
This article explains how administrators can manually load financial data from the Financial Management screen.
Copy a Financial Version
This article explains how administrators can copy a financial version from the Financial Management screen.
Roll Up a Financial Version
This article explains how administrators can roll up a financial version from the Financial Management screen.
Maintain Period Display Rules
This article demonstrates how to maintain financial period display rules.
Manage Locked Financial Plans
This article shows how to manage locked financial plans.
Maintain Multi-currencies
This article shows how to work with more than one currency.
Maintain Exchange Rates
This article describes how to maintain exchange rates, if multi-currency is enabled.
Maintain the Enterprise and Fiscal Calendar
This article describes how to maintain the Enterprise and Fiscal Calendar.
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