Additional Outcome Topics
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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.
- 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.
- 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.
- 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.
Content
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.