Skip to main content
Planview Customer Success Center

Use the Portfolio and Resource Management UI

  1. Last updated
  2. Save as PDF

Topics

Set Investment Planning Preferences
The Set Investment Planning Preferences chapter from the ICP training material.
Pages: 5
Manage Ribbons, Tiles, and Column Sets
Manage Ribbons, Tiles, and Column Sets chapter from the ICP training material. Uses standard Fundamentals pages.
Pages: 4
  • 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.

Content

This course goes over important parts of the Portfolio and Resource Management UI that are useful in Investment and Capacity Planning, including special Investment and Capacity Planning preferences, and report tiles on the ribbon.