Managing Projects in Planview Enterprise 14

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This collection of courses consists of all the project/work management training course content for Planview Enterprise 14.

15 Courses

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Requests
Requests can be used to manage the initiation of new projects, outcomes, or other entities. This course shows how to create, update, dispatch, and generate items from requests.
1 Topics
1 hour
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Requests

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Add Work and Create Lifecycles
This course explains how to capture, organize, and maintain a project’s information. Projects can be created manually, or their lifecycles can be generated from a strategic program. It is important to accurately and completely gather and store all information for project work before the project starts out, as well as to update information that is new or changed.
2 Topics
30 minutes
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Add_Work_and_Create_Lifecycles
Work Lifecycles
Work Lifecycles chapter in PM training book.
Pages: 14
Work Lifecycles
This article provides a broad definition of work lifecycles in Portfolio and Resource Management, links to information about the interface, and links to information on types of work lifecycle steps.
Review the Project Lifecycle
This article explains how to access the lifecycle steps for a project.
The Lifecycle Interface—Main Lifecycle Display
This article gives an overview of the main lifecycle display for a project.
The Lifecycle Interface—Left Column
This article goes into the details of the left column of the lifecycle interface.
The Lifecycle Interface—Right Column
This article gives details on the right column of the lifecycle display.
Complete Information Screen
This article shows an example of an information screen that needs to be completed as part of a project lifecycle.
Set the Project Schedule
This article explains how the Create Schedule lifecycle step functions.
Create a Financial Version Lifecycle Step
This article explains how to respond to a Create Financial Version lifecycle notification.
Create a Work Baseline via Lifecycle Step
This article goes over how to respond to a Create Baseline lifecycle notification.
Upload Project Documents via Lifecycle Step
This article discusses two types of document creation lifecycle steps (Create Document and link) and how to respond to them.
Change Project Status from a Lifecycle Step
This article explains howto change the status of a project by means of the project lifecycle.
Approval Lifecycle Steps
This article describes how to respond to a lifecycle step requiring evaluation--approve or disapprove.
Review Lifecycle Steps
This article explains how to respond to lifecycle notifications requiring a review of a financial plan, configured screen, or document.
Delegate Lifecycle Steps
This article goes over how to delegate a lifecycle step from within the Lifecycle tab on Work View.
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Build the Project Plan
All aspects of building out the project plan. The project plan, or work breakdown structure, consists of the tasks, milestones, dates/durations, relationships, constraints, costs, and resource demand for a project. This course goes over all aspects of building the project plan. Also includes associating documents and other content with projects.
2 Topics
2-3 hours
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Build_the_Project_Plan
Manage Project Documents
Content Management chapter in PM training. E1 - PRM 15
Pages: 5
Manage Project Documents
This article provides some key concepts for managing documents in Portfolio and Resource Management.
Add Project Documents
This article explains how to upload a file into Portfolio and Resource Management and associate it with a project.
Review Project Documents and Document Metadata
This article shows how to access the Review Content screen to learn more about a project document.
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.
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.
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Resource Assignments
The topics in this course will enable you understand the types of resource assignments available in Portfolio and Resource Management and to make assignments of each type. You will also learn to substitute resources and decrement from assignments.
7 Topics
2-3 hours
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Resource_Assignments

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Project Financial Planning
Manage the various sets (versions) of financial information associated with projects in in work portfolios. Financial Planning in Portfolio and Resource Management can also be used to manage and track high level (organization/role) based resource effort.
2 Topics
2-3 hours
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Project_Financial_Planning

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Execution and Tracking
The functionality that allows you to manage the project through its execution, including project baselines, the management of the schedule, resource demand and resource assignments, and reporting on the overall status and health of the project as it moves toward completion.
2 Topics
90 minutes
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Execution_and_Tracking

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Work Portfolios
Work is managed in portfolios, which allow you to review many aspects of projects/work. This course covers creating and editing work portfolios, the Work Portfolio View screen, and how to work with financial information in the Portfolio View.
1 Topics
30 minutes
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Work_Portfolios

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Reports
This course covers the various types of reports and analytics available for work and resource management. The first topic covers report tiles and RPM analytics reports. The second two topics cover Power BI reports.
3 Topics
1 hour
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Reports
Use Power BI Column Set Pull
The Use Power BI Column Set Pull chapter in the PM training material 14.
Pages: 1
Column Set Pull
Introduces column set pull data sources, which allows users to create interactive analytics in Power BI Desktop by generating datasets using a combination of a Planview Enterprise One column set and portfolio.
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Risks, Issues, and Changes
This course covers Changes, Risks, and Issues (CRIs).
3 Topics
1 hour
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Risks%2C_Issues%2C_and_Changes

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Timesheets - PM
This course is for work managers who need to approve time on timesheets.
2 Topics
30 minutes
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Timesheets_-_PM

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Project Closure
This course covers how to close a project after ensuring that project objectives have been met and to prevent accumulation of additional time and costs.
1 Topics
30 minutes
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Project_Closure

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Using PRM and the UI
This course explains the work management UI organization and what you can do with the Work Portfolio View, Work and Resource Management, and Work View screens, among others. Menu options under My Account, such as grants, are also here, along with managing ribbons, tiles, and column sets and the navigational search functionality.
6 Topics
2-3 hours
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Using_PRM_and_the_UI
Work Manager Overview
Work Management Overview chapter of the Fundamentals training material 14.
Pages: 1
Set Work Screen Display Preferences
This article shows how to change your preferences for Work and Assignments/Work and Resource Management.
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Additional PM Topics
The chapters in this course cover topics such as to-do lists (name will change), agile projects, inter-project dependencies, and using Excel in financial planning.
4 Topics
1 hour
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Additional_PM_Topics

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Mobile Timesheet
This course covers mobile timesheets.
2 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/Mobile_Timesheet
Complete a Mobile Timesheet
Complete a Mobile Timesheet chapter in PM training 14.
Pages: 6
Mobile Timesheet
This article lists key concepts and best practices on mobile timesheets.
Sign In to the Portfolio and Resource Management Mobile Site
This article describes how to sign in to Portfolio and Resource Management on a mobile device.
Sign In to the Portfolio and Resource Management Mobile Site—Manual
This article describes manually signing in to thePortfolio and Resource Management mobile site.
Access Your Timesheet on a Mobile Device—Daily
How to enter time daily on a mobile timesheet.
Access Your Timesheet on a Mobile Device—Weekly
How to make weekly entries into a mobile timesheet.
Add or Delete Items on a Mobile Timesheet
How to add or delete work items on a mobile timesheet.

Manage Approvals via Mobile Device
The PM training chapter on Manage Approvals via Mobile Device 14. This is all messed up, so Sue Ann will create it anew when she gets to it.
Pages: 1
Manage Approvals via Mobile Device
This article provides information on managing time approval via mobile devices, and contains links to articles with instructions for doing so.
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TA Test
0 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Projects_in_Planview_Enterprise_14/TA_Test

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