Introduction to the System
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Topics
- 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.
- 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.
- Overview: Report Tiles
- This mixed media article provides an overview of report tile functionality.
- 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
- 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.
- Update Your Attributes
- This article shows how to use My Account and your Resource View screen to update your attributes.
- 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.
Content
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.