Getting Started

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Complete this course to familiarize yourself with the system before taking other curricula or courses for more in-depth information. This class presents information on all the components of Planview Enterprise One - Portfolio and Resource Management, including important concepts, common tasks, and frequently used screens in the application.

1 Course

beginner

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Introduction to the System
This course explains the Work Management UI organization and what you can do with the Work Portfolio View, Work and Assignments/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. Where the UI differs in other areas, the respective curricula will clarify.
6 Topics
2-3 hours
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Getting_Started/Introduction_to_the_System
Work Management Overview and UI Information
Work Management Overview chapter of the Fundamentals training material E1 - PRM 15.
Pages: 17
Work Management Overview
This mixed media article provides an orientation to the most frequently used work management screens and contains links to additional articles.
What Is Portfolio and Resource Management?
This mixed-media article provides a high-level overview of what you can do with Portfolio and Resource Management and how to navigate the application.
Access the Work and Assignments Screen
This mixed media article shows the two different ways to access the Work and Assignments screen.
Access the Work and Resource Management Screen
This mixed media article shows the two different ways to access the Work and Resource Management screen.
Overview: Schedule View
This article provides an overview of the Schedule view.
Overview: Schedule and Assignments View
This article provides an overview of the Work and Assignments view.
Overview: Backlog View
This article provides an overview of the Backlog view.
Overview: Schedule and Backlog View
This article provides an overview of the Schedule and Backlog view.
Overview: Resources and Assignments View
This article provides an overview of the Resources and Assignments view.
Overview: Task Information Tray
This article provides an overview of the features of the Task Information tray on the Schedule view and the Schedule and Assignments view.
Use Splitter Bars
This article explains how to use splitter bars on various screens.
Set Work Screen Display Preferences
This article shows how to change your preferences for Work and Assignments/Work and Resource Management.
Overview: Work Management Filters
This article shows how to work with filters in Work and Assignments/Work and Resource Management.
Overview: Portfolio View
This article provides an overview of the Portfolio View screens.
Overview: Entity View
This mixed media article provides an overview of the Entity View screens and includes a video on the Work View.
Overview: Report Tiles
This mixed media article provides an overview of report tile functionality.
Job Aid: Project/Work Portfolio View
This job aid (handout) provides project managers with an orientation to the UI of the Work Portfolio View screen, how to access the Portfolio View, and information on the Portfolio Manager and other tiles on the ribbon.

My Overview
My Overview chapter in PM training material E1 - PRM 15.
Pages: 3
My Overview
This mixed-media article covers some key concepts about the My Overview menu.
Understand the My Overview Interface
This mixed media article provides a guide to the My Overview menu's user interface.
Use the Active Lifecycle Steps Tile on My Overview
This article describes the keystroke steps to use the Active Lifecycle Steps tile on My Overview.

My Account and Menu Options
The My Account and Menu Options chapter of the PM training material E1 - PRM.
Pages: 7
Update Your Attributes
This article shows how to use My Account and your Resource View screen to update your attributes.
My Account and Menu Icons
This article explains some key concepts about the My Account menu, which lets you set many types of preferences and other settings.
Set Preferences
This article describes how to set your general, resource, and financial and investment planning preferences using the My Account menu.
Modify Your Notification Settings
This article describes how to update your notification settings using the My Account menu.
Change Your Security Settings
This article tells you how to change your security settings via the My Planview menu.
Delegate Lifecycle Steps from My Account
This article explains how to delegate all lifecycle steps assigned to you to another person, using the My Account menu. It also shows how to delegate a single lifecycle step to another person from the lifecycle.
Use the Banner Icons
This article explains the functionality of the icons that can appear at the top of the banner.

Understand Security: Grants
The PM training chapter Understand Security: Grants E1 - PRM 15.
Pages: 3
Understand Security: Grants
This mixed media article provides key concepts, an overview, and the functionality of grants.
Review Your Grants
This article shows how to review your grants.
Create Work Grants
This mixed media article explains how to forward or assign work grants to others.

Manage Ribbons, Tiles, and Column Sets
The Manage Ribbons, Tiles, and Column Sets chapter of the PM training material E1 - PRM.
Pages: 8
Manage Ribbons, Tiles, and Column Sets
The information here will help you make the best use of the ribbon, tile, and column set functionality in the Portfolio and Resource Management user interface. It explains how the more... tile is used to add tiles to the ribbon.
Work with Ribbons and Tiles
This mixed media article provides an introduction to the concepts of the ribbon and tiles using the Portfolio View screen as an example.
Customize Ribbon and Tile Settings
This mixed-media article explains how to use the more... tile to access the screen to manage which tiles appear on any Portfolio and Resource Management ribbon.
Manage Column Sets
This mixed media article explains how to create column sets and how to edit and delete column sets that you create.
Work with URL Columns
This article explains how to use columns that allow links to outside information.
View Work Published Rank Columns
This article shows how to view strategic ranking columns in the Work Portfolio Manager.
Understand the Active Lifecycle Steps Tile
This article explains what is shown in the Active Lifecycle Steps tile on different Portfolio and Resource Management menus.
Use the Data Picker
This article describes the keystroke steps to use the Portfolio and Resource Management Data Picker.

Search for Projects or Portfolios
Chapter on Search in PM training material E1 - PRM 15.
Pages: 3
Navigational Search
This article describes the search functionality in Portfolio and Resource Management.
Use the Navigational Search Box
This article explains how to search for entities like projects, resources, outcomes, or strategies in Portfolio and Resource Management.
Understand Search Tips and Concepts
This page gives some useful tips for using the search engine for Portfolio and Resource Management.
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