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Outcome Management

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This curriculum covers the management of outcomes (products, services, applications, technology, assets, facilities, and more) in Portfolio and Resource Management.

3 Courses

intermediate

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Outcome Concepts
This course provides an overview of outcome management, and introduces the concepts of outcome grants and outcome portfolios. Associating outcomes with work and strategic programs is also covered.
2 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Outcome_Management/Outcome_Concepts
Outcome Portfolio Management Overview
Outcome Portfolio Management Overview from training material.
Pages: 4
Outcome Portfolio Management Overview
This article provides an overview of outcome portfolio management in Portfolio and Resource Management and provides links to additional information on using the outcome functionality.
Understand Outcome Management Screens
This article explains the organization of the Portfolio View, Outcome View, Financial Planning Detail, and Outcome Portfolio Roadmap screens that are commonly used when working with outcome management.
Create Outcome Grants
This article explains how to create outcome grants.
Review Outcome Grants
This article tells how to review outcome grants.

Work with Outcomes and Outcome Portfolios
The Work with Outcomes and Outcome Portfolios chapter from the outcome training material.
Pages: 11
Work with Outcomes and Outcome Portfolios
This article links to articles about tasks you can perform with outcome portfolios.
Outcome Portfolio View Overview
This article provides an overview of the functionality of the Outcome Portfolio View screen.
Create Outcome Portfolios
This article provides instructions for creating outcome portfolios.
Edit an Outcome Portfolio
This article provides instructions for editing outcome portfolios.
Invite Other People to View an Outcome Portfolio
This article provides instructions for inviting others to your outcome portfolios.
Create Outcome Column Sets
This article shows how to create outcome column sets.
Copy, Edit, and Delete Outcome Column Sets
This article shows how to copy, edit and delete a column set.
View Outcome Published Rank Columns
This article shows how view strategic rankings in the Outcome Portfolio View.
Associate Work with Outcomes
This article gives instructions for associating an outcome with a project/work.
Associate Programs with Outcomes
This article gives instructions for associating an outcome with a program (strategy).
Create or Associate a Project or Strategy from an Outcome Action Menu
This article gives instructions for using outcome action menus for creating or associating an outcome projects or strategies.
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Create and Define Outcomes
This course covers the various ways to create outcomes (manually, through lifecycles, and through requests) and how to define attributes for new outcomes.
4 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Outcome_Management/Create_and_Define_Outcomes
Add Outcomes and Review Lifecycles
Add Outcomes and Review Lifecycles chapter from the outcome training material.
Pages: 7
Add Outcomes and Review Lifecycles
This article explains general concepts about the outcome lifecycle in Planview Enterprise and how to create a new outcome both manually and via lifecycle step.
Add an Outcome (Manual)
This article describes how to manually add a new outcome.
Review the Outcome Lifecycle
This article describes how to view the outcome lifecycle and includes links to articles on the lifecycle interface.
The Lifecycle Interface—Main Lifecycle Display
This article gives an overview of the main lifecycle display for a project.
The Lifecycle Interface—Left Column
This article goes into the details of the left column of the lifecycle interface.
The Lifecycle Interface—Right Column
This article gives details on the right column of the lifecycle display.
Add an Outcome via a Work Lifecycle Step
This article explains how to add a new outcome as part of a project or work lifecycle.

Define Outcome Attributes
The Define Outcome Attributes chapter from the outcome training material.
Pages: 3
Define Outcome Attributes
This article lists some best practices for defining the attributes and stages for outcomes and includes links to other articles.
Define Outcome Attributes from the Detail Tab
This article shows how to update product information using the Detail tab.
Edit Outcome Attributes using Column Sets
This article goes over the kinds of outcome attributes you can change from Portfolio View column sets.

Review Requested Outcomes
The Review Requested Outcomes chapter from the outcome training material.
Pages: 3
Review Requested Outcomes
Before starting to work on an outcome, suggested ideas stemming from the organization's ideation process must be evaluated. This article reviews some best practices for working with ideas and contains links to articles on creating and reviewing requests for new or revised outcomes.
Create a Request Portfolio for Outcomes
This article describes how to create a portfolio for analyzing requests for new or revised outcomes.
Review Outcome Requests
This article explains how to review requested outcomes.

Create an Outcome from a Request
Create an Outcome from a Request chapter from outcome training.
Pages: 3
Create an Outcome from a Request
This article shows how to create a new outcome generated from a request.
Dispatch a Request without Lifecycles
This article explains how to dispatch a request to initiate a deliverable, such as an outcome, support ticket, or project.
Associate a Request with a Project, Strategy, or Outcome without Lifecycle
This article explains how to associate a request with a particular project, strategy, or outcome.
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Additional Outcome Topics
This course covers important outcome concepts for working with outcomes, including analyzing financial data, planning releases, working with the outcome roadmap, creating and using outcome dependencies, obtaining reports on outcome data, and associating documents and other content with outcomes.
6 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Outcome_Management/Additional_Outcome_Topics
Work with Outcome Financial Data
The Work with Outcome Financial Data chapter from the outcome training material.
Pages: 13
Work with Outcome Financial Data
This article summarizes how outcome financial information is loaded in Planview Enterprise and has links to all the articles you need to analyze outcome financial data.
Use the Financial Planning Detail Screen for Outcomes
This article explains how to use the outcome Financial Planning Detail screen.
Load the Outcome Financial Plan – Single Model
This article explains how to load the outcome financial plan when a single financial model is in use.
Load the Outcome Financial Plan – Multiple Models
This article explains how to load the outcome financial plan when a multiple financial models are in use.
Create Outcome Financial Baseline – with Lifecycle
This article explains how to use lifecycle steps to create outcome financial baselines.
Create Outcome Financial Baseline – with Copy Plan
This article explains how to use the Copy Plan option to create outcome financial baselines.
Compare Two Outcome Financial Versions
This article explains how to compare two outcome financial versions.
Review Integrated Work Financial Plan for Associated Projects
This article explains how to use a work financial plan as the comparison version for an outcome financial plan.
Summarize Outcome Financial Data
This article explains how to summarize financial data for an outcome portfolio using column sets.
Group Outcome Financial Data
This article explains how to use the group by functionality for outcome data.
Roll Up Outcome Financial Data
This article explains how to roll outcome financial data up to its parent levels.
Spread-Down Outcome Financial Data
This article explains how to spread budgets assigned at a higher level down to the lower level outcomes that are included in the portfolios.
Understand Summarization, Roll Up, and the Financial Load for Outcomes
This article explains how summarization, roll up and the financial load for outcomes affects program and other data.

Conduct Release Planning
The chapter on Conduct Release Planning in the outcome training material.
Pages: 2
Conduct Release Planning
This article provides background information on release planning and links to instructions for creating and editing releases.
Set a Release Date
This article shows how to set a release date for an outcome.

Work with the Outcome Roadmap
The Work with the Outcome Roadmap chapter in the outcome training material.
Pages: 7
Work with the Outcome Roadmap
This article goes over the features of the outcome roadmap, along with links to how to use its features.
Review the Outcome Roadmap
This article explains how to navigate to the outcome roadmap and shows how it is organized. It also goes over roadmap preference settings.
Set Outcome Roadmap Display and Date Preferences
This article explains how to set outcome roadmap preferences.
Manage Outcome Schedule, Stages, Milestones, and Releases
This article explains how to use the roadmap and outcome Portfolio View to manage dates for outcomes.
Save Outcome Roadmap Baselines
This article explains how to save the roadmap to a baseline.
Compare Outcome Roadmap Baselines
This article explains how to compare outline roadmap baselines.
Export Roadmap as a PowerPoint Timeline
This article explains how to export roadmap elements to PowerPoint Timeline for further formatting.

Manage Outcome Dependencies
The Manage Outcome Dependencies chapter in the outcome training material.
Pages: 4
Manage Outcome Dependencies
This article defines principles related to dependencies between outcomes and other entities, and links to articles on creating and managing them.
Understand the Four Types of Dependency
This article contains a chart defining the four types of project dependency: required by, codependent on, dependent on, and redundant with.
Create Dependencies between Two Outcomes
This article reviews how to create dependencies between two outcomes.
Edit or Delete Outcome Dependencies
This article shows how to edit or delete an outcome dependency.

Analytics and Reports for Outcomes
The Analytics and Reports for Outcomes chapter in the outcome training material.
Pages: 2
Analytics and Reports for Outcomes
This article summarizes how to use report tiles to review outcome information and contains links to more detailed articles.
Review Outcome Report Tiles on the Portfolio View Ribbon
This article describes ow to access outcome report tiles and lists the types of available report tiles for outcomes.

Manage Outcome Documents
The Manage Outcome Documents chapter in outcome training material.
Pages: 2
Manage Outcome Documents
This article explains what kinds of documents and other content may be associated with outcomes.
Check Out, Update, and Check In Outcome Documents
This article demonstrates how to work with project documents.
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