General Administration
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Topics
- Administer Users, User Roles, and Resources
- The Administer Users, User Roles, and Resources chapter in general admin training.
- Pages: 14
- Administer Users, User Roles, and Resources
- This article provides an overview of administration of users, user roles, and resources, and provides links to instructions for creating and maintaining these entities.
- Define User Roles and Features
- This article defines the concepts of "user role" and "feature" and shows how to update them.
- Understand User ID, Resource, User Role, Lifecycle Role, Grants, and Resource Attributes
- This article provides an in-depth explanation of how user and resource concepts work in the system.
- Rename Custom Features
- This article shows how to use browser settings to rename custom features.
- Overview of Users and Attributes
- This article provides an overview of concepts related to users and their attributes in Planview Enterprise.
- Add a User
- This article explains how to create a new user in the system.
- Copy a User
- This article explains how to copy an existing user in the system.
- Create Initial Grants
- This article defines grants and shows how to create the initial grants for a user.
- Overview of Resources and Attributes
- This article provides an overview of concepts related to resources and their attributes.
- Create Resources and Associate Them with Existing User IDs
- This article shows how to create a new resource and associate it with a user ID.
- Associate a Resource with a User ID
- This article shows how to associate an existing resource with the relevant user ID.
- Add Resource Attributes
- This article explains how to update the information about a resource.
- Set Up Automatic Grant Creation
- This article shows how to set up automatic work grants via lifecycle steps.
- Set Association Rules
- This article explains how to set rules that will control the types of grants a user will need to associate a strategic entity with work or outcomes.
- Deactivate a User
- The Deactivate a User chapter in the general admin training materials.
- Pages: 1
- Deactivate a User
- This article goes over the steps to take before deactivating a user, and provides the steps to finish the process.
- Configure Effective Dates for Resources
- The Configure Effective Dates for Resources chapter of the general admin training.
- Pages: 4
- Configure Effective Dates for Resources
- This article gives background on the concept of effective dates and provides links to articles on working with effective dates for resource alternate structures.
- Enable Effective Dates on an Alternate Structure
- This article shows the steps for enabling effective dates on an alternate structure.
- Add or Update an Attribute with an Effective Date for a Resource
- This article shows how to update the effective dates for a resource.
- Edit or Delete an Attribute with an Effective Date for a Resource
- This article describes how to delete an resource attribute with an effective date.
- Maintain Labor Rates
- Maintain Labor Rates chapter in general admin training.
- Pages: 11
- Maintain Labor Rates
- This article provides an overview of rates administration and defines some of the terms used in working with labor rates.
- Understand the Labor Rate Infrastructure
- This article provides a diagram and explanation of the components of the labor rate infrastructure in Portfolio and Resource Management.
- Understand the Basics of Labor Costing
- This article provides definitions of costing and labor rates.
- Understand Costing with Resource Attributes
- This article explains how resource attributes and labor costing interact.
- Add a Labor Rate Lookup on an Attribute Based Rate Card
- This article shows how rate card lookups are added to attribute-based rate cards.
- Modify or Delete a Labor Rate Lookup on an Attribute Based Rate Card
- This article shows how to modify or delete a labor rate lookup on a rate card.
- Add a Labor Rate Lookup on a Resource Rate Card
- This article shows how to add a labor rate lookup on a resource rate card. This is how you would set a special rate for individual resources with different pay scales from others with their resource role.
- Modify or Delete a Labor Rate Lookup on a Resource Rate Card
- This article shows how you can modify or delete a a labor rate lookup on a resource rate card. This is how you can set a rate for an individual resource and override the default.
- Add, Modify, or Delete a Rate Profile
- This article shows how a new rate profile is added into the system.
- Enable Role-Based Rate Overrides
- This mixed-media article describes how to override rates based on user roles.
- Refresh Labor Rates
- This article describes how to refresh labor rates.
- Maintain Portfolio and Resource Management Calendars and Time Periods
- The chapter on Maintain Portfolio and Resource Management Calendars and Time Periods from admin general training.
- Pages: 6
- Maintain Calendars and Time Periods
- This article goes over how to set up and manage the various calendars and time periods used in the system.
- Create a Scheduling or Resource Calendar
- This article demonstrates how to create a calendar for resources or scheduling.
- Modify a Calendar
- This article provides an example of how to modify the standard system calendar.
- Remove an Unused Calendar
- This article shows how to remove a calendar that has not been used.
- Configure Time Periods
- This article goes over how to configure time periods used by your organization for reporting.
- Update Cut-off Date
- This article goes over how to update the cutoff date for editing timesheets.
- Customize Menus, Ribbons, and Actions
- The Customize Menus, Ribbons, and Actions chapter in general admin training.
- Pages: 8
- Customize Menus, Ribbons, and Actions
- This article introduces the administration of the default menus, ribbons, and menu actions.
- Enable or Disable Menus on the Menu Bar
- This article goes over how to set up the menus on the menu bar to meet the needs of your organization.
- Configure the Layout of Menus on the Menu Bar
- This article shows how to configure the menus displayed on the menu bar and which display under the more... menu.
- Enable or Disable Action Options
- This article explains how an administrator can configure the options that appear in the Action section of menus and in action menus.
- Create Default Ribbon Configurations
- This article shows how to configure the default report tiles on ribbons.
- Configure Entity View Tabs and Configured Screens
- This article shows how to configure the tabs that appear on certain entity view screens (strategy, work, and outcome).
- Configure Entity View Tabs by Attribute
- This article explains how to configure entity view screens so that certain configured screens appear as tabs. This article explains how to configure entity view screens so that certain configured screens appear as tabs.
- Establish Column Set Defaults by Screen
- This article provides details on setting the default column sets for screens that display columns of data.
- Manage Attributes and Screens
- The Manage Attributes and Screens chapter in general admin training.
- Pages: 3
- Manage Attributes and Screens
- The information here covers attributes (entities like work, products, CRIs, cost centers, etc.) and how they can be displayed as in screens.
- Create a Screen
- This administrative article goes over how to create a new configured screen.
- Add Elements to or Remove Elements from a Configured Screen
- This article shows administrators how to add or delete elements of a configured screen.
- Manage Fields
- The Manage Fields cchapter in general admin training. In development
- Pages: 3
- Manage Fields
- This article links to a collection of articles on day-to-day management of custom fields.
- Create or Modify Custom Fields
- This administrative article explains how to create and edit custom screen fields.
- Configure Display Settings for a Field
- This article tells administrators how to configure the display settings for a custom field.
- Manage Alternate Structures
- The Manage Alternate Structures cchapter in general admin training. In development
- Pages: 4
- Manage Alternate Structures
- This article provides links to information on managing alternate structures.
- Create or Modify Custom Alternate Structures
- This article tells administrators how to create or modify custom alternate structures.
- Add Values to an Existing Alternate Structure
- This article shows administrators how to add values to alternate structures and view deactivated values.
- Configure Display Settings for an Alternate Structure
- This article explains how an administrator can configure display settings for an alternate structure.
- Manage Columns and Column Sets
- The Manage Columns and Column Sets chapter of the general admin training.
- Pages: 7
- Manage Columns and Column Sets
- This information covers administration of columns and column sets.
- Create Admin-defined Column Sets
- This article describes how administrators can create column sets for users in their organizations.
- Modify Admin-defined Column Sets
- This article describes how an administrator modifies admin-defined column sets.
- Configure Attribute Display Settings for a Financial Column
- This article shows how to configure the display settings for a financial column.
- Edit Help Text for Configurable Charts or Columns
- This article explains how an administrator can edit help text to assist users with configurable charts or columns.
- Create Financial Planning Subtotal Columns
- This article shows administrators how to create financial planning subtotal columns.
- Create Financial Planning Calculated Columns
- This article shows administrators how to create a financial planning calculated column.
- Maintain Financial Management
- The Maintain Financial Management chapter of general admin training.
- Pages: 16
- 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.
- Add and Manage the Enterprise and Fiscal Calendar
- This article describes how to add a new and configure a new Enterprise and Fiscal Calendar.
- Enterprise and Fiscal Calendar Configuration Tips and Examples
- This article provides tips and examples regarding configuration of the Enterprise and Fiscal Calendar.
- Maintain Job Streams and Jobs
- The Maintain Job Streams and Jobs chapter of the general admin training.
- Pages: 8
- Manage Job Streams and Jobs
- This article provides background information on job streams and links to articles on how to work with them.
- Understand the Recommended Frequency and Order of Jobs
- This article for administrators lists the Planview-recommended order of jobs in job streams.
- Understand Description and Parameters by Job Type
- This article provides a description and lists available parameters for each type of job.
- Understand: Cron Expressions
- This article for administrators describes the use of Cron expressions in job streams.
- Create Job Streams
- This article for administrators shows how to create and manage job streams.
- Schedule Job Streams
- This article gives information on scheduling job streams.
- Monitor Job Streams
- This article tells how to manage a job stream that is already created.
- Review the Job Stream Log
- This article shows administrators how to review the job stream log and the Job Stream Errors tile.
- Work with the Progressing Engine, Scheduling Engine, and Databases
- The Work with the Progressing and Scheduling Engines chapter in the general admin training.
- Pages: 5
- Work with the Progressing Engine, Scheduling Engine, and Databases
- This article provides background information about the progressing and scheduling engines as well as databases in the system.
- Administrate Progressing
- This article covers administration of the progressing engine.
- Refresh Turbo Enterprise Scheduling Engine (TESE) Cache
- Describes how administrators refresh the Turbo Enterprise Scheduling Engine (TESE) Cache
- Copy a Database
- This article describes how administrators can copy one Portfolio and Resource Management SQL Server database to another.
- Database Copy Business Rules and Best Practices
- This article provides important considerations to understand before copying a database.
- Perform Lifecycle Administration
- The Perform Lifecycle Administration chapter in the general admin training material.
- Pages: 9
- Perform Lifecycle Administration
- This article describes important concepts for day-to-day lifecycle administration, including lifecycle delegation.
- Navigate to the Lifecycle for a Work Item
- This article explains how to find the lifecycle for a work item, so that you can review or edit it.
- The Lifecycle Interface—Left Column
- This article goes into the details of the left column of the lifecycle interface.
- The Lifecycle Interface—Main Lifecycle Display
- This article gives an overview of the main lifecycle display for a project.
- The Lifecycle Interface—Right Column
- This article gives details on the right column of the lifecycle display.
- Edit Lifecycles
- This article explains to lifecycle administrators and administrators with appropriate features and permission how to edit lifecycles.
- Enable Lifecycle Delegation
- This article explains how to enable lifecycle delegation.
- Create or Edit a Lifecycle Delegation
- This article explains how to create or edit a new lifecycle delegation from the Administration menu.
- Generate Lifecycle Role Columns for Work, Strategies, and Outcomes
- This article explains how an administrator can generate lifecycle role columns for work, strategies, and outcomes.
- Customize Tiles
- The Customize Tiles chapter from the general admin training.
- Pages: 11
- Customize Tiles
- This article explains to administrators how to customize, edit, and delete report tiles, configurable chart tiles, configurable table tiles, customized table tiles, and other tiles.
- Understand Types of Tiles
- This article describes the types of tiles on the ribbons.
- Manage Tiles
- This article goes over the functions of the Tile Management screen.
- Create a Customized Table Tile
- This article shows how to use the Tile Management screen to add a new customized table tile.
- Create, Save, and Edit a Configurable Chart Tile
- This article goes over how to create, save and edit a configurable chart tile and save it so others can view it.
- Create, Save, and Edit a Configurable Table Tile
- This article explains how, as an administrator, you can create configurable table tiles for use by others.
- Unshare and Delete a Configurable Table Tile
- This article shows how to un-share or delete a configurable tile created by any administrator.
- Create and Use Report Tiles
- This article shows how to create tiles to display analytics and other custom reports.
- Create and Use Visuals Tiles
- This article shows how to create tiles to display Visuals tiles.
- Edit Help Text for Tiles
- This article shows administrators how to edit help text for tiles they create.
- Edit Color Options for Data on Tiles
- This article explains how to edit color options for tile data.
- Manage Reporting Content
- The Manage Reporting Content chapter in the general admin training material.
- Pages: 7
- Manage Report Subscriptions and Content
- This collection of articles shows how to create and manage subscriptions to Report Builder reports using SQL Server Reporting Services (SSRS) 2016.
- Create Email Report Subscriptions
- This article explains how to create report subscriptions that are emailed to users.
- Manage Email Report Subscriptions
- This article explains how to manage report subscriptions that are emailed to users.
- Create Report Subscriptions That Save Reports to a File Share
- This article explains how to create report subscriptions that save report files to a file share.
- Manage Report Subscriptions from the Application
- This article explains how to manage report subscriptions from within the application.
- Manage Reporting Content
- This article explains how to store your organization's SSRS and Power BI reports.
Content
This course covers basic administration of Portfolio and Resource Management.