Managing Resources in Planview Enterprise 14

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This curriculum 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.

5 Courses

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Resource Management Concepts
In this course you will familiarize yourself with the basics of resource management in Project and Resource Management, including Resource Management and Assignment screen organization, how to work with resource portfolios and the resource assignment types used in the system 14.
3 Topics
1 hour
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Resources_in_Planview_Enterprise_14/Resource_Management_Concepts
Access and View Resource Information
The Access and View Resource Information chapter of the RM training 14.
Pages: 5
Access and View Resource Information
This article describe important concepts about working with individual resources in Portfolio and Resource Management.
Understand the Organization of the Resources Menu—Resource View
This article provides an orientation to the Resources Menu, Resource view, for working with individual resources.
Update Effective Dates
This article shows how to update the effective date for resource attributes.
Update Resource Attributes
This article describes important concepts about resource attributes in Planview Enterprise.
View Assignments for a Specific Resource
This mixed media article describes important concepts about resource attributes and shows how to view the Resource Management and Assignments screen for a single resource.
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Resource Assignments
This course covers all the resource assignment types available in Project and Resource Management: Requirements, Reserves, Authorizations, and Allocations, as well as Standard Activities. It also covers substituting resources 14.
5 Topics
2-3 hours
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Resources_in_Planview_Enterprise_14/Resource_Assignments
Fill Requirements with Resources
The Fill Requirements with Resources chapter in the RM training book 14.
Pages: 5
Fill Requirements with Resources
This article provides an overview of filling requirements with resources.
Fill Requirements Addressed to the Resource Manager
This article describes how to fill requirements from the Organizational Resources view in Resource Management and Assignments.
Fill Unaddressed Requirements
This article describes how to fill requirements that were not addressed to a resource manager.
Fill Requirements Based on the Portfolio
This mixed-media article describes how to fill requirements in a portfolio, no matter to whom they were addressed.
Use the Requirements to Fill Tile
This article describes how to fill requirements using the Requirements to Fill tile.

Substitute Resources - For Resource Managers
Sections from the Substitute Resources - For Resource Managers chapter in the RM training material 14.
Pages: 3
Substitute Resources - Resouce Management and Assignments
This article explains how to substitute resources from Resource Management and Assignments.
Substitute Resources—Resource Management and Assignments
This mixed-media article shows two ways to substitute resources from the Resource Management and Assignments screen.
Understand How to Substitute Resources with Different Working Hours and Calendar Rules
This article explains how substituting resources with different schedules or calendars can be done.

Approve Allocations and Reserves
The Approve Allocations and Reserves chapter from the RM training material 14.
Pages: 6
Approve Allocations and Reserves
This article discusses approving allocations and reserves.
Approve Requested Allocations and Reserves while Reviewing Capacity
This mixed media article shows how to check for over-allocated reserves and use the State column in Resource Management and Assignments to approve allocation and reserve requests.
Use the Assignments Requested Tile
This article shows how to use the Assignments Requested tile to approve resource requests.
Edit Allocation and Reserve Effort
This mixed-media article explains how to edit allocation and reserve effort profiles using the Resource Management and Assignments screen.
Preview the Impact of Changing an Assignment's Status
This article shows how to see the effect of changing the status or other information on a resource's assignments using the Preview option on the Assignments Requested tile.
View Resource Assignment Status with the Pending Assignments Tile
This article shows how to use the Pending Assignments tile to view the status of resource assignments as well as details of the work item.

Create Standard Activities
The Create Standard Activities chapter from RM training.
Pages: 1
Schedule Resources for Non-Project Work (Standard Activities)
This article provides an overview and instructions for creating standard activities (like vacation, paid time off, or sick days).
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Timesheets
In this course, you will learn how to fill out your own timesheet as well as timesheets for other resources. You will also lean how to approve or disapprove timesheets.
2 Topics
1 hour
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Resources_in_Planview_Enterprise_14/Timesheets
Approve or Disapprove Timesheets - Resource Manager
Approve or Disapprove Timesheets - Resource Manager chapter in PRM training 14.
Pages: 4
Approve or Disapprove Timesheets
This article explains important concepts for approving or disapproving timesheets as a resource manager.
Approve or Disapprove Timesheets as a Resource Manager
This article provides keystroke steps for approving or disapproving timesheets.
Monitor Late Timesheets
This article provides keystroke steps for keeping track of late timesheets for resources in your portfolio.
Fill Out a Timesheet for a Resource
This article provides keystroke steps for filling out a timesheet for a resource other than yourself.
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Using the Portfolio and Resource Management Application
This course covers aspects of the Portfolio and Resource Management, including My Overview, navigational search, My Account, support tickets, and grants 14.
5 Topics
1 hour
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Resources_in_Planview_Enterprise_14/Using_the_Portfolio_and_Resource_Management_Application
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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Assign Resources—Version 14
Assigning resources includes creating and filling requirements, as well as creating reserves, authorizations, allocations, and standard activities. Substituting resources is also here. This article applies to Planview Enterprise 14.
0 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_14_Training_Material/Managing_Resources_in_Planview_Enterprise_14/Assign_Resources%E2%80%94Version_14
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