Instructor-led Training Prerequisites

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This curriculum is a prerequisite for instructor-led training in Planview Enterprise One. Students will be instructed as to which courses pertain to their scheduled training.

8 Courses

beginner

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Concepts and Navigation
This course defines the purpose of Portfolio and Resource management and introduces the basic concepts of the My Overview screen, menus, ribbons, portfolios.
1 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Concepts_and_Navigation
Introduction to Planview Enterprise One - Portfolio and Resource Management
Introduction to menus, portfolio views, and entity views, including Work, Resources, and Strategies menus.
Pages: 5
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.
Understand the My Overview Interface
This mixed media article provides a guide to the My Overview menu's user interface.
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.
Menu Basics
This article provides general information about using the application's menus to access and perform actions on portfolios and entities.
Create and Edit a Work Portfolio
This mixed media article shows how to create and review a Work portfolio (collection of projects).
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Project and Work Management
This course provides high-level introductions to the most commonly used project/work management tools, in the order in which they are most commonly used, from request, to planning, to execution, to closure.
9 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Project_and_Work_Management
Requests
Requests, FastTrack
Pages: 1
Create Requests
This mixed media article provides an overview and best practices for creating new requests.

Project Creation
Project Creation, Fast Track
Pages: 2
Projects
Add a Project (Add Work)
This mixed media article provides information on how to add project work.

Work Information
Work Information, Fast Track
Pages: 1
Update Work Detail Attributes
This mixed media article explains how to work with the Work Detail and Work View screens to change information about a project.

Work Management
Formerly Work Overview, FastTrack
Pages: 4
Work Management Overview
This mixed media article provides an orientation to the most frequently used work management screens and contains links to additional articles.
Understand the Organization of the Work Menu—Portfolio View
This mixed media article explains the user interface of the Work portfolio View.
Overview: Entity View
This mixed media article provides an overview of the Entity View screens and includes a video on the Work View.
Access the Work and Resource Management Screen
This mixed media article shows the two different ways to access the Work and Resource Management screen.

Project Plan Creation
Project Plan Creation, FastTrack
Pages: 7
Review the Work Schedule
This mixed media article describes how to see the work schedule (WBS) for a newly created project, or one in progress, by using the Work and Assignments/Work and Resource Management screen.
Add Tasks and Milestones
This mixed media article shows how to insert new tasks into the work schedule and to change a task into a milestone via the Milestone Flag column.
Understand Duration vs. Effort
This article differentiates between the concept of duration and of effort.
Establish Constraints
This mixed media article describes how to add constraints to work schedules.
Create Basic Relationships
This mixed media article shows how to create relationships: chain, fan out, or fan in. It also shows how to remove (delete) a relationship.
Calculate the Critical Path
This mixed media article explains how to define the critical path for a project by running the CPM scheduling engine.
Review the Project Schedule using the Gantt Chart
This mixed media article provides an introduction to the Gantt chart view of schedules in Portfolio and Resource Management. it also provides hints for viewing constraints and milestones.

Project Baselines
Project Baselines, Fast Track
Pages: 2
Baseline the Project
This mixed media article covers best practices and concepts around baselines in Portfolio and Resource Management.
Review the Gantt Chart to See the Baseline
This article explains how the baseline for a project appears in the Gantt chart view E1 - PRM 15.

Project Dependencies
Project Dependencies, FastTrack
Pages: 1
Create Dependencies between Two Projects
This article shows how to create dependencies between two projects.

Project Financial Information
Project Financial Information, Fast Track
Pages: 4
Enter Project Financial Plan
This article provides important definitions for work financial planning as well as links to ways to view and work with financial data for a project.
Understand the Organization of the Financial Planning Detail Screen
This mixed media article provides an overview of the Financial Planning Detail Screen.
Understand the Category and Focus Controls
This article provides an overview of the Category and Focus controls on the Financial Planning Detail Screen.
Load Labor Effort
This article explains how to bring labor effort (such as actual time reported) and expenditures into your financial plan.

Project Tracking and Execution
Project Tracking and Execution, FastTrack
Pages: 2
Track and Execute Work
It's important to keep track of the progress of project work. The information provided here covers some of the ways project execution can be tracked in Portfolio and Resource Management.
Understand Project Dates and Durations
This article provides definitions of important concepts around dates and durations, and provides an example.
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Resource Management
This course explains basic resource information concepts, the assignment types used in Portfolio and Resource Management, and the common resource management tasks.
3 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Resource_Management
Resource Information Management
Resource Information Management, Fast Track
Pages: 3
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 Resource Attributes
This article describes important concepts about resource attributes in Planview Enterprise.

Resource Assignment Types
Resource Assignment Types, FastTrack
Pages: 4
Resource Assignment Types Overview
Resource assignment types include requirements, reserves, authorizations, allocations, and standard activities. This mixed media article provides an overview.
Understand Resource Assignment States
This article explains the differences between the most common resource assignment states.
Understand Resource Assignments and Effort
This article explains how requirement effort can be filled by different activities and/or multiple resources.
Understand Standard Activities
This mixed media article defines standard activities, which show when resources are not available for work.

Resource Management
Resource Management, FastTrack
Pages: 6
Understand the Benefits of Using Portfolio and Resource Management for Resource Managers
This mixed media article describes the benefits and an overview of using Portfolio and Resource Management for Resource Managers.
Understand the Organization of the Resources Menu—Portfolio View
This mixed-media article describes the organization and functionality of the Resources menu, Portfolio View.
Resource Management and Assignments Screen Overview
This mixed media article provides an overview of the Resource Management and Assignments screen and its features.
Resource Management and Assignments – Resources and Assignments View
This mixed media article provides an overview of the Resource Management and Assignments screen, Resources and Assignments view and its features.
Resource Management and Assignments – Organizational Resources View
This article provides an overview of the Resource Management and Assignments screen, Organizational Resources view and its features.
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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Investment and Capacity Planning
This course introduces the use of planning scenarios and how to rank, analyze, balance, compare, and publish them.
5 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Investment_and_Capacity_Planning
Investment and Capacity Planning Basics
Investment and Capacity Planning Basics, Fast Track
Pages: 2
Investment and Capacity Planning Overview
Investment and capacity planning helps your organization turn strategic and operational goals into deliverables, and it assists your organization in determining which resources are required to deliver them. This mixed media article provides an overview.
Understand Why to Perform Investment and Capacity Planning
This article includes examples that help describe how an organization could put investment and capacity planning to use.

Scenarios
Scenarios, FastTrack
Pages: 3
Create and Refresh Investment Scenarios
This mixed media article provides an overview of creating and refreshing investment scenarios.
Add a New Scenario
This article shows how to create a planning scenario.
Refresh an Existing Scenario
This article shows how to update an investment scenario for new demand only, all demand, and/or all capacity.

Investment and Capacity Planning Views
Investment and Capacity Planning Views, FastTrack
Pages: 6
Rank Investments Using the Rank View
This mixed-media article explains how to use the Rank view to rank investments within the current scenario. There is also an explanation of the icons used in ranking investments.
Understand the Rank View
This article gives an introduction to the functionality and interface of the Rank view.
Analyze Investments using the Analyze View
After all the investments have been ranked, the Analyze view is used to model different investment scenarios and analyze the impact based on the portfolio targets. This mixed media article provides an overview of the Analyze pivot view in Investment and Capacity Planning, plus links to using the Analyze view.
Understand the Analyze View
This article explains concepts about using the Analyze view and provides an overview of the interface. Also included are links to articles on using the Analyze view.
Balance Investments using the Balance View
This mixed media article provides an overview of the Balance view of Investment and Capacity Planning.
Understand the Balance View
This article provides an introduction to the interface and functionality of the Balance view on Investments and Capacity Planning.

Scenario Comparison
Scenario Comparison, FastTrack
Pages: 3
Compare Investment Scenarios
This article provides an outline of the two views for comparing investment scenarios.
Use the Compare—Approval Decisions View
This article shows how to Use the Compare—Approval Decisions View to compare scenarios in Investment and Capacity Planning.
Use the Planned Investments View
This article shows how to Use the Compare—Planned Investments View in Investment and Capacity Planning.

Scenario Publication
Scenario Publication, Fast Track
Pages: 3
Publish the Ideal Plan
This article provides information and best practices on publishing a finalized scenario.
Publish from a Scenario
This article covers publishing from a scenario other than the shared scenario.
Publish from the Shared Scenario
This article describes how to publish a finalized investment plan from the shared scenario.
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Strategic Program Management
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.
5 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Strategic_Program_Management
Strategic Program Planning
Strategic Program Planning, Fast Track
Pages: 4
Strategic Program Management Overview
This article provides an in-depth introduction to strategic program management, including the typical roles and processes involved.
Navigate to Specific Strategic Portfolios or Strategies
This mixed media article explains how to find strategic entities using the Strategies menu and ues the Strategy Portfolio Manager tile..
Understand Basic Screens and Functions on the Strategies Menu
This mixed-media article provides a high-level overview of the screens found on the Strategies menu.
Create a Strategy Portfolio
This mixed media article shows how to create a portfolio of strategies to work with.

Strategic Program Creation
Strategic Program Creation, FastTrack
Pages: 2
Add a Strategic Program
This mixed media article provides instructions for adding a strategic program.
View Program Details on Strategy View
This article shows how to access the Strategy View screen to see details about strategic programs.

Work and Outcome Association with Programs
Work and Outcome Association with Programs, Fast Track
Pages: 1
Associate Work and Outcomes to Programs
This article discusses the organization of the strategic structure and how program, work and outcome associations work. There are also links to instructions for allocating projects and outcomes to programs.

Strategic Baselines
Strategic Baselines, FastTrack
Pages: 4
Create and Manage Strategic Baselines on Strategic Portfolio Manager
This article gives some background on the Portfolio Manager tile on the Strategies menu, and explains how baselines created there are used. Links to working with this tile and baselines are included.
Save Strategic Data to a Baseline
This article gives information on the importance of target dates and actual schedule dates in a strategic baseline, and explains how to save strategic data to a baseline.
Review Strategic Baselines on the Roadmap
This article gives some concepts for interpreting what you see on a strategic baseline and provides some examples.
Compare Strategic Baselines on the Roadmap
This article shows how strategic baselines can be compared on the strategic program roadmap.

Strategic Roadmap and Status
Strategic Roadmap and Status, FastTrack
Pages: 4
Track Program Roadmap and Status
This mixed media article provides important background information and guidelines on the strategic roadmap, including its components and organization.
Review and Edit the Program Schedule
This article shows how to quickly access and manage the schedule for a strategic program.
Understand Milestone and Release Management
This article provides some concepts and useful tips for working with milestones and releases on the strategic program roadmap.
Update Program Status
This article shows the two ways to view or update the status of strategic programs.
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Outcome Management
This course defines the role of outcomes in the system, associating outcomes with projects and programs, and reviewing outcome roadmaps.
1 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Outcome_Management
Outcome Portfolio Management
Outcome Portfolio Management, FastTrack
Pages: 3
Outcome Portfolio Management Overview
This article provides an overview of outcome portfolio management in Portfolio and Resource Management and provides links to additional information on using the outcome functionality.
Understand Outcome Management Screens
This article explains the organization of the Portfolio View, Outcome View, Financial Planning Detail, and Outcome Portfolio Roadmap screens that are commonly used when working with outcome management.
Outcome Portfolio View Overview
This article provides an overview of the functionality of the Outcome Portfolio View screen.

Work and Program Association with Outcomes
Work and Program Association with Outcomes, FastTrack
Pages: 3
Associate Work with Outcomes
This article gives instructions for associating an outcome with a project/work.
Associate Programs with Outcomes
This article gives instructions for associating an outcome with a program (strategy).
Create or Associate a Project or Strategy from an Outcome Action Menu
This article gives instructions for using outcome action menus for creating or associating an outcome projects or strategies.

Outcome Roadmap
ft_outcome_roadmap, FastTrack
Pages: 3
Work with the Outcome Roadmap
This article goes over the features of the outcome roadmap, along with links to how to use its features.
Review the Outcome Roadmap
This article explains how to navigate to the outcome roadmap and shows how it is organized. It also goes over roadmap preference settings.
Compare Outcome Roadmap Baselines
This article explains how to compare outline roadmap baselines.
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Analytics and Reporting
This course provides an introduction to the types of reports and analytics available in Portfolio and Resource Management.
1 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Analytics_and_Reporting
Analytics and Reporting
Analytics and Reporting, FastTrack
Pages: 1
Overview: Report Tiles
This mixed media article provides an overview of report tile functionality.
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Time Reporting
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.
1 Topics
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Instructor-led_Training_Prerequisites/Time_Reporting
Time Reporting
Time Reporting, FastTrack
Pages: 1
Fill Out, Sign, and Submit a Timesheet
This mixed-media article describes how to fill out, sign, and submit your timesheet. It includes two e-learning videos.

Approve or Disapprove Timesheets as a Resource Manager
Approve or Disapprove Timesheets - Resource Manager chapter in PRM training E1 - PRM 15. Also FastTrack
Pages: 8
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.
Approve or Disapprove Time for a Portfolio of Resources
This article explains how to approve or disapprove entries on multiple timesheets at the same time.
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.
Job Aid: Approve or Disapprove Time for a Team Member
This job aid (handout) provides resource managers and project managers who approve time with instructions for approving or disapproving time on the timesheets of team members.
Job Aid: Review Monthly Timesheet Summary Data
This job aid (handout) provides resource managers with information on the Timesheet Monthly Summary tile in Resource Portfolio View.
Job Aid: Review Status of Team Member Timesheets
This job aid (handout) provides resource managers with information on Overdue Timesheets tile in Resource Portfolio View and how to export its data.

Approve or Disapprove Time as a Project Manager
Approve or Disapprove Time as a Project Manager FastTrack
Pages: 3
Approve or Disapprove Time from Timesheets
This mixed-media article explains how to approve or disapprove entries on timesheets and gives different time approval scenarios.
Use Timesheet Tiles
This article goes over the organization and functions of the timesheet tiles,
Job Aid: Approve or Disapprove Time for a Team Member
This job aid (handout) provides resource managers and project managers who approve time with instructions for approving or disapproving time on the timesheets of team members.
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