Project and Work Management
- Requests
- Requests can be used to manage the initiation of new work, outcomes, or other entities. This course shows how to create, update, dispatch, and initiate items from requests.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Requests
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- Add Work and Create Lifecycles
- This course explains how to capture, organize, and maintain a project’s information. Projects can be created manually, or their lifecycles can be generated from a strategic program. It is important to accurately and completely gather and store all information for project work before the project starts out, as well as to update information that is new or changed.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Add_Work_and_Create_Lifecycles
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- Create the Work Schedule
- The project plan, or work structure, consists of the tasks, milestones, dates/durations, relationships, constraints, costs, and resource demand for a project. This course goes over all aspects of building the project plan, including iterative work (action items) and associating documents and other content with projects.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Create_the_Work_Schedule
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- Resource Assignments
- The topics in this course will enable you understand the types of resource (or effort) assignments available in Portfolio and Resource Management and to make assignments of each type. You will also learn to substitute resources and decrement from assignments.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Resource_Assignments
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- Work Financial Planning
- Manage the various sets (versions) of financial information associated with projects in work portfolios. Financial Planning in Portfolio and Resource Management can also be used to manage and track high-level (organization/role) based resource effort.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Work_Financial_Planning
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- Execution and Tracking
- Understand the functionality that allows you to manage the project through its execution, including project baselines, the management of the schedule, resource demand and resource assignments, and reporting on the overall status and health of the project as it moves toward completion.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Execution_and_Tracking
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- Work Portfolios
- Work is managed in portfolios, which allow you to review many aspects of projects/work. This course covers creating and editing work portfolios, the Work Portfolio View screen, and how to work with financial information in the Portfolio View.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Work_Portfolios
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- Reports
- This course covers the various types of report tiles and FastTrack analytics reports.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Reports
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- Risks, Issues, and Changes
- This course covers Changes, Risks, and Issues (CRIs).
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Risks%2C_Issues%2C_and_Changes
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- Timesheets - PM
- This course is for work managers who need to approve time on timesheets.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Timesheets_-_PM
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- Project Closure
- This course covers how to close a project after ensuring that project objectives have been met and to prevent accumulation of additional time and costs.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Project_Closure
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- Mobile Timesheet
- This course covers mobile timesheets.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Mobile_Timesheet
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- Additional Topics - Inter-Project Dependencies
- The chapters in this course cover inter-project dependencies, and using Excel in financial planning.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Additional_Topics_-_Inter-Project_Dependencies
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- Additional Topic - Work Financial Planning
- Manage the various sets (versions) of financial information associated with projects in work portfolios. Financial Planning in Portfolio and Resource Management can also be used to manage and track high-level (organization/role) based resource effort.
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Additional_Topic_-_Work_Financial_Planning
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