General Administration Last updated Save as PDF Topics Administer Users, User Roles, and ResourcesThe Administer Users, User Roles, and Resources chapter in general admin training 14.Pages: 1Add a UserThis article explains how to create a new user in the system. Maintain Financial ManagementThe Maintain Financial Management chapter of general admin training 14.Pages: 14Maintain Financial Management SystemThis information helps administrators maintain the financial management system in Portfolio and Resource Management.Financial Management: Explanation of TermsThis 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 OverviewThis article provides an overview of the financial aspects of the Work Portfolio View.Financial Planning Detail – Screen Layout OverviewThis article provides an overview of the layout of the Financial Planning Detail screen for financial management administrators.Maintain Financial Planning ModelsThis article tells how to maintain financial planning models in the system.Update First Editable and First Loadable PeriodsThis article tells how to update the first editable period and first loadable period in a financial planning model.Load Financial Versions from Financial ManagementThis article explains how administrators can manually load financial data from the Financial Management screen.Copy a Financial VersionThis article explains how administrators can copy a financial version from the Financial Management screen.Roll Up a Financial VersionThis article explains how administrators can roll up a financial version from the Financial Management screen.Maintain Period Display RulesThis article demonstrates how to maintain financial period display rules.Manage Locked Financial PlansThis article shows how to manage locked financial plans.Maintain Multi-currenciesThis article shows how to work with more than one currency.Maintain Exchange RatesThis article describes how to maintain exchange rates, if multi-currency is enabled.Maintain the Enterprise and Fiscal CalendarThis article describes how to maintain the Enterprise and Fiscal Calendar. Content This course covers basic administration of Portfolio and Resource Management in Planview Enterprise 14. General Administration in Planview Enterprise 1415 Topics7-10 hoursPreviousNext
