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