Planview Enterprise One - Portfolio and Resource Management

Instructor-led Training Prerequisites

This course gives an overview of working with strategic program plans, including creating plans, associating work and outcomes with plans, creating strategic baselines, and working with program roadmaps.

Team Members - Time Reporters

In this introductory course, time reporters learn to review their scheduled assignments and authorizations, and to view assignment report tiles on the ribbon.

Resource Management

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.

Instructor-led Training Prerequisites

This time reporting course shows how users report time to the system, and how project and resource managers typically approve effort for use in the system.

Team Members - Time Reporters

Learn how to fill out a timesheet, submit a timesheet, and revise a rejected timesheet. This course is for everyone who fills out timesheets in Portfolio and Resource Management, and includes detailed information on how timesheets work and the options that different organizations may choose. Team Member Plus users can also learn to fill out a timesheet in Projectplace.

Project/Work Management

The project plan, or work 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, including iterative work (action items) and associating documents and other content with projects.

Instructor-led Training Prerequisites

This course defines the role of outcomes in the system, associating outcomes with projects and programs, and reviewing outcome roadmaps.

Project/Work Management

This course covers the various types of report tiles and FastTrack analytics reports.

Instructor-led Training Prerequisites

This course provides an introduction to the types of reports and analytics available in Portfolio and Resource Management.