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Planview Enterprise One - Portfolio and Resource Management

Curriculum

Getting Started

Course

Introduction to the System

Team Members - Time Reporters

Course

Fill Out Timesheet Mobile Timesheet for Team Members My Overview for Team Members Flex Timesheet for Team Members

Project and Work Management

Course

Requests Add Work and Create Lifecycles Create the Work Schedule Resource Assignments Work Financial Planning Execution and Tracking Work Portfolios Reports Risks, Issues, and Changes Timesheets - PM Project Closure Mobile Timesheet Additional Topics - Inter-Project Dependencies Additional Topic - Work Financial Planning See All

Resource Management

Course

Resource Management Concepts Resource Assignments Timesheets Using the Portfolio and Resource Management Application

Investment and Capacity Planning

Course

Investment and Capacity Planning Concepts Rank, Analyze, Shift, and Balance Views Working with Investment and Capacity Planning Use the Portfolio and Resource Management UI Advanced Topics - Investment and Capacity Planning

Strategic Program Management

Course

Strategic Program Management Concepts Work with Strategic Programs Strategic Financial Planning Use the Strategic Planning UI

Outcome Management

Course

Outcome Concepts Create and Define Outcomes Additional Outcome Topics

Microsoft Project Add-In and Portfolio and Resource Management

Course

Use the Microsoft Project Add-In for Enterprise One - Portfolio and Resource Management

General Administration

Course

General Administration

Advanced Administration

Course

Advanced Administration

Instructor-led Training Prerequisites

Course

Concepts and Navigation Project and Work Management Resource Management Investment and Capacity Planning Strategic Program Management Outcome Management Analytics and Reporting Time Reporting

Instructor Training

Course

See All

Planview Enterprise One - Capability and Technology Management

Curriculum

Getting Started

Course

Capability and Technology Management Overview The Capability and Technology Management Metamodel

Data Management

Course

Working with Components and Relationships Lifecycle Management Exporting and Importing Data

Reporting

Course

Working with SSRS Reports

Course

Course

Course

Curriculum

Course

Application Overview Getting Around PPM Pro Using Timesheets

Managing Projects

Course

Requests Overview Project Management Working with the Project View

Managing Resources

Course

Resource Management Capacity and Demand Timesheets

Reports

Course

Working with Reports Creating Reports Output Types List Report Pie Chart Report Bubble Chart Report Column Chart Crosstab Report Gantt Chart Report Calculated Fields

Dashboards

Course

Working with Dashboards Creating Dashboards Publishing Dashboards

Administration

Course

Organization Hierarchy Managing Units Resources Divisions Departments Managing Users Managing Groups Timesheet Settings Permission Profiles Lookup Lists Setting Up Entities Health Profile Scoring See All

Instructor Training

Course

Planview Projectplace

Curriculum

Getting Started

Course

Getting Started

Planning and Execution

Course

Planning Executing Collaborating

Administration

Course

Workspace Administration Account Administration

Planview LeanKit

Curriculum

Getting Started

Course

Getting Started

Working with Boards and Cards

Course

Boards and Cards Overview Using Boards Using Cards

Reporting for LeanKit

Course

Reporting for LeanKit Advanced Reporting

Curriculum

Course

Course

Administrators SuperAdministrators

Course

Curriculum

Course

Account Settings and Grants Portfolio Basics Governance and Lifecycles Planview Enterprise Interface Common Screens Menus, Ribbons, Tiles, and Column Sets Analytics and Reporting Basics

Time Reporting

Course

Get Started with Timesheets Team Members Timesheet Management Advanced Time Reporting

Projects and Work

Course

Requests Work Management Overview Project Information Planning and Scheduling Project Financial Planning Execution and Tracking Closure Additional Topics

Resource Management

Course

Resource Management Overview Resource Information and Availability Resource Assignments

Analytics and Reporting

Course

Reports Power BI Ad-Hoc Analysis (Insight Analytics)Business Capabilities

Investment and Capacity Planning

Course

Investment and Capacity Planning Introduction Investment and Capacity Planning Usage

Strategic Planning and Outcomes

Course

Strategic Program Planning Strategic Financial Planning Outcomes Outcome Roadmap, Stages, and Dates Outcome Realization

Financial Planning

Course

Financial Management

Administration

Course

Introduction to Planview Enterprise Administration User and Resource Configuration Calendar Administration Field Administration Job Stream and Progressing Administration Lifecycle Administration Menu, Ribbon, and Tile Administration Structure Administration Screen and Column Set Administration Scripted Dialog Administration Investment and Capacity Planning Administration Strategic Program and Financial Administration Analytics and Reporting Administration See All

Configuring Planview Enterprise

Course

Global and System Option Configuration Rate Configuration and Administration Request Functionality Configuration Configuration Migration Operational Administration

Instructor-led Training

Course

Planview Enterprise General Administration Planview Enterprise Advanced Administration (formerly Process Architecture)Planview Enterprise Reporting and Schema Training

See All

Troux

Curriculum

Getting Started

Course

Troux Overview The Troux Metamodel

Data Management

Course

Working with Components and Relationships Lifecycle Management Exporting and Importing Data

Administration

Course

Security

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Planview Enterprise One - Portfolio and Resource Management
Investment and Capacity Planning
Working with Investment and Capacity Planning

Set My Account Preferences for Financial and Investment Planning

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Summary

Summary

This article explains how to set the My Account preferences for financial and investment planning.

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You are viewing content for Planview Enterprise One^™ release 15 – Portfolio and Resource Management and greater.

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- Set Multi-Comparison Preferences
- Set Ranking Preferences