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Planview Customer Success Center

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).


This course defines the purpose of Portfolio and Resource management and introduces the basic concepts of the My Overview screen, menus, ribbons, portfolios.