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Microsoft Project Add-In and Portfolio and Resource Management

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This curriculum lists best practices for using Microsoft Project with Enterprise One - Portfolio and Resource Management, then provides instructions for sharing data between the two systems.

1 Course

intermediate

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Use the Microsoft Project Add-In for Enterprise One - Portfolio and Resource Management
This course explains how to work with Microsoft Project files from within Planview Enterprise One - Portfolio and Resource Management by using the Microsoft Project Add-In for Planview Enterprise One.
7 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Microsoft_Project_Add-In_and_Portfolio_and_Resource_Management/Use_the_Microsoft_Project_Add-In_for_Enterprise_One_-_Portfolio_and_Resource_Management
Microsoft Project Add-In for Planview Enterprise One - PRM: Overview
Pages: 1
Overview - Best Practices and Discussion
This article gives background on using Microsoft Project with Planview Enterprise One - Portfolio and Resource Management. It goes over data transfer, how information is treated differently in each application, and compatibility issues.

Open a File in Microsoft Project and Edit
Open a File in MSP and Edit - PRM
Pages: 6
Open a File in Microsoft Project and Edit
This article provides an introduction to opening a Planview Enterprise One - Portfolio and Resource Management from Microsoft Project.
Open a Planview Enterprise One – PRM Project in Microsoft Project
This article shows how to open a Planview Enterprise One - Portfolio and Resource Management in Microsoft Project.
Edit a Work Structure Imported from Enterprise One in Microsoft Project
This article shows how to edit a Planview Enterprise One - Portfolio and Resource Management Work Structure imported into in Microsoft Project.
Validate a Project Plan in Microsoft Project
This article shows how to validate a Planview Enterprise One - Portfolio and Resource Management Work Structure imported into in Microsoft Project.
Save a Project Plan in Microsoft Project
This article shows how to save a Planview Enterprise One - Portfolio and Resource Management Work Structure imported into in Microsoft Project.
Save a Microsoft Project Plan Back to Planview Enterprise One – PRM
This article shows how to save a Microsoft Project plan to Planview Enterprise One - Portfolio and Resource Management.

Use the Microsoft Project Add-In to Add Resources
Pages: 12
Use the Microsoft Project Add-In to Add Resources
This article provides helpful background information and best practices for working with resources and the Microsoft Project Add-In.
Add Planview Resources into Microsoft Project
This article shows how to bring resources from Planview Enterprise One - Portfolio and Resource Management into Microsoft Project.
View Resources in Microsoft Project
This article shows how to view resources from Planview Enterprise One - Portfolio and Resource Management in Microsoft Project.
Enable Reserve Resource Creation in the Microsoft Project Add-In
This article shows how to enable special resources for creating Planview Enterprise One - Portfolio and Resource Management reserves in Microsoft Project.
Add Reserves to a Microsoft Project Plan
This article shows how to reserve resources from Planview Enterprise One - Portfolio and Resource Management in Microsoft Project.
Add Columns for Planview Enterprise One – PRM Reserves
This article shows how to add columns in a Microsoft Project plan so that Planview reserve information is visible.
Use Reserves in Microsoft Project
This article shows how to use Planview reserves in Microsoft Project.
Add Requirements in Microsoft Project
This article shows how to add requirements in Microsoft Project.
Add Columns for Planview Requirements
This article shows how to add columns for viewing Planview requirements in Microsoft Project.
Add Allocations to a Microsoft Project Plan
This article shows how to add allocations to a Microsoft Project plan.
Add Columns for Planview Allocations
This article shows how to add columns for Planview allocations to a Microsoft Project plan.
Add Profiling of Effort in Microsoft Project
This article shows how to profile effort in Microsoft Project.

Post-Progressing Checklist
Pages: 1
Post-Progressing Checklist
This article explains how to work with data before and after the progressing engine runs in Planview Enterprise One - PRM, and provides a checklist of tasks to do to keep data accurate after progressing.

View Timesheet Data or Actual Work after the Progressing Engine Runs
Pages: 3
View Timesheet Data or Actual Work after the Progressing Engine Runs
This article introduces the concept of reviewing timesheet data that has been brought into Microsoft Project.
Add Columns for Time Reporting
This article explains how to add columns to the Task Usage view to display timesheet data from Planview Enterprise One - PRM.
See Timesheet Data Day by Day
This article explains how to see daily timesheet data from Planview Enterprise One - PRM.

Use Microsoft Project for Entering Status with Percent Complete Tasks
Pages: 3
Use Microsoft Project for Entering Status with Percent Complete Tasks
This article introduces concept for using percent complete for work status in Microsoft Project.
Insert Columns to Enter Percent Complete Status
This article explains how to display percent complete columns in Microsoft Project.
View Percent Complete Status in Planview Enterprise One - PRM
This article explains how to view percent complete for work status in Planview Enterprise One - PRM.

Import a Microsoft Project File into Planview Enterprise One – PRM
Pages: 6
Import a Microsoft Project File into Planview Enterprise One – PRM
This article provides an introduction to importing files created in Microsoft Project into Planview Enterprise One - PRM.
Create Reserve Resources in Microsoft Project Prior to Importing into Planview Enterprise One – PRM
This article explains how to set up reserve resources in Microsoft Project for import into Planview Enterprise One - PRM.
View Newly Added Resources in Microsoft Project
This article explains how to review new reserve resources in Microsoft Project.
Troubleshooting between Microsoft Project and Planview Enterprise One – PRM
This article lists troubleshooting tips to ensure smooth data transfer between Microsoft Project and Planview Enterprise One - PRM.
View a Newly Imported Project in Planview Enterprise One – PRM
This article explains how to see a project imported from Microsoft Project into Planview Enterprise One - PRM.
Assign Lifecycle Steps to a Newly Imported Project
This article explains how to assign lifecycle steps to a project imported from Microsoft Project into Planview Enterprise One - PRM.
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