5 Ways to Accelerate On-Strategy Delivery in Times of Change - Insights from the State of Strategy Execution Global Benchmark Report. 2 live sessions available! Register Now

Project and Work Management

Last updated
Save as PDF

Learn about how the system flexibly implements the project/work management process. Take projects/work from start to finish (requests, scheduling, finances, resource assignments, execution), manage timesheets from a work management perspective, and understand work reports and analytics.

14 Courses

beginner

Show Topics
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.
1 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Requests
Requests
Request sections from PM training book. E1 - PRM
Pages: 13
Request Overview
Request functionality is one way that project work can be initiated in Portfolio and Resource Management. If your organization uses requests, these articles will help you get started.
Request Portfolio View Screen
This article provides an introduction to the Request Portfolio View screen's elements and navigation.
Create and Review a Request Portfolio
This article deals with creating and reviewing a request portfolio.
Request View Screen
This article provides an introduction to the Request View screen's elements and navigation.
Create Requests
This mixed media article provides an overview and best practices for creating new requests.
Review or Modify a Request
This article covers how to review an existing request as well as how to make changes to request attributes such as name, type, status, or description.
Dispatch a Request Overview
This article provides concepts and best practices for dispatching requests into projects, strategies, outcomes, support tickets, etc., as well as associating a request with a project, strategy, or outcome.
Delegate Dispatch Duties
This article covers how to review an existing request as well as how to make changes to request attributes such as name, type, status, or description.
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.
Dispatch a Request by Lifecycle Step
This article explains how to use a lifecycle step notification to dispatch a request to work, outcomes, or other entities, as well as how to change the status of or deny a request.
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.
Update a Request Status
This information is about the ways a request can change status, deny, or close a request manually.
Remove Associations and Delete Requests
This information is about the ways a request can change status, deny, or close a request manually.
Start Course
Show Topics
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.
2 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Add_Work_and_Create_Lifecycles
Add a Project/Add Work
Chapters from PM training on adding work and working with work lifecycles. E1 - PRM 15
Pages: 1
Add a Project (Add Work)
This mixed media article provides information on how to add project work.

Work Lifecycles
Work Lifecycles chapter in PM training book.
Pages: 14
Work Lifecycles
This article provides a broad definition of work lifecycles in Portfolio and Resource Management, links to information about the interface, and links to information on types of work lifecycle steps.
Review the Project Lifecycle
This article explains how to access the lifecycle steps for a project.
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.
Complete Information Screen
This article shows an example of an information screen that needs to be completed as part of a project lifecycle.
Set the Project Schedule
This article explains how the Create Schedule lifecycle step functions.
Create a Financial Version Lifecycle Step
This article explains how to respond to a Create Financial Version lifecycle notification.
Create a Work Baseline via Lifecycle Step
This article goes over how to respond to a Create Baseline lifecycle notification.
Upload Project Documents via Lifecycle Step
This article discusses two types of document creation lifecycle steps (Create Document and link) and how to respond to them.
Change Project Status from a Lifecycle Step
This article explains howto change the status of a project by means of the project lifecycle.
Approval Lifecycle Steps
This article describes how to respond to a lifecycle step requiring evaluation--approve or disapprove.
Review Lifecycle Steps
This article explains how to respond to lifecycle notifications requiring a review of a financial plan, configured screen, or document.
Delegate Lifecycle Steps
This article goes over how to delegate a lifecycle step from within the Lifecycle tab on Work View.
Start Course
Show Topics
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.
2 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Create_the_Work_Schedule
Create the Work Schedule
Create the Work Schedule chapter in PM training materials E1 - PRM. Plus Milestone job aid.
Pages: 18
Create the Work Schedule
The articles collected here show how to build out the work schedule for a project including adding tasks and milestones, entering durations, creating and modifying basic relationships, defining the critical path, and establishing constraints, and associating work with strategies and outcomes.
Review the Work Schedule
This mixed media article describes how to see the work schedule (WBS) for a newly created project, or one in progress, by using the Work and Assignments/Work and Resource Management screen.
Add Tasks and Milestones
This mixed media article shows how to insert new tasks into the work schedule and to change a task into a milestone via the Milestone Flag column.
Link Work and Strategic (Program) Milestones
This article shows how to link milestones on projects/work to milestones on strategic programs.
Set Work Items to Display on the Strategy Roadmap
This article shows how get work items (projects) to display on the strategy roadmap.
Understand Time Now
This article defines the concept of Time Now.
Understand Duration vs. Effort
This article differentiates between the concept of duration and of effort.
Enter Durations for Schedule Tasks
This article explains how to use the Duration column to change the duration for tasks in the work schedule.
Create Basic Relationships
This mixed media article shows how to create relationships: chain, fan out, or fan in. It also shows how to remove (delete) a relationship.
Calculate the Critical Path
This mixed media article explains how to define the critical path for a project by running the CPM scheduling engine.
Modify Relationships and Add Lag and Lead
This article describes how advanced relationships (finish to start, finish to finish, start to finish or finish to start) can be created using the Predecessor and Successor functionality.
Review the Project Schedule using the Gantt Chart
This mixed media article provides an introduction to the Gantt chart view of schedules in Portfolio and Resource Management. it also provides hints for viewing constraints and milestones.
Export Gantt as a PDF
This article explains how to export Gantt chart elements to PowerPoint Timeline for further formatting.
Export Gantt as a PowerPoint Timeline
This article explains how to export Gantt chart elements to PowerPoint Timeline for further formatting.
Update Work Detail Attributes
This mixed media article explains how to work with the Work Detail and Work View screens to change information about a project.
Establish Constraints
This mixed media article describes how to add constraints to work schedules.
Associate a Project with a Program or Outcome
This article explains how to create associations between strategic programs or outcomes.
Job Aid: Project Milestones
This job aid (handout) provides project managers with a quick overview of how to create milestones on a project.

Manage Iterative Work
Manage Iterative Work chapter from PM book E1 - PRM.
Pages: 7
Manage Iterative Work
The articles collected here show how to work with the iterative work views in the system (Backlog and Schedule and Backlog), which allows you to create action items at lower levels on the schedule to which time is not reported.
Understand Iterative Work Views and Columns
This article explains the concepts of iterative work management views and columns in work scheduling.
Create and Prioritize Action Items on the Backlog View
This mixed-media article shows how to use the Backlog view on Work and Resource Management to create a list of action items.
Work with Action Items on the Schedule and Backlog View
This article shows how to use the Schedule and Backlog view on Work and Resource Management to associate dates or work schedule lines with action items.
Assign Resources to Action Items
This article shows how to use the Schedule and Backlog view on Work and Resource Management to assign resources to action items.
Update Action Item Status
This article shows the options for marking an action item complete or setting it to another status.
Work with Action Item Tiles
This mixed-media article shows how to use tiles that display the action items assigned to the signed-in user or for a specific project.
Start Course
Show Topics
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.
7 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Resource_Assignments
Resource Assignment Types Overview
Resource Assignment Types Overview from PM training.
Pages: 5
Resource Assignment Types Overview
Resource assignment types include requirements, reserves, authorizations, allocations, and standard activities. This mixed media article provides an overview.
Understand Resource Assignment Types and Standard Activities
This mixed media article defines the resource assignment types in Portfolio and Resource Management. It contains a helpful chart and e-learning overview.
Understand Resource Assignment States
This article explains the differences between the most common resource assignment states.
Understand Resource Assignments and Effort
This article explains how requirement effort can be filled by different activities and/or multiple resources.
Understand Standard Activities
This mixed media article defines standard activities, which show when resources are not available for work.

Create Requirements
Create Requirements chapter from PM training.
Pages: 4
Create Requirements—Overview
This article provides an overview of requirements and best practices around creating them.
Create Requirements
This multi-media article provides the keystroke steps for creating one or more resource requirements.
Address a Requirement to the Resource Manager
This article explains how to address a resource requirement to a particular resource manager.
Adjust Requirement Effort
This article describes how to change the distribution of effort for a requirement from even to a more realistic profile with different amounts for different time periods.

Reserve Resources
Reserve Resources chapter from PM training book E1 - PRM 15.
Pages: 6
Reserve Resources
This article provides concepts and best practices for reserving resources for phases of a project.
Reserve Resources to Tasks (Direct Reserve)
This mixed-media article explains how to directly assign one or more resources to work by creating reserves.
Create a Reserve from a Requirement
This article describes two options for how to create a reserve from an existing requirement.
Adjust Reserve Effort
This article shows how to change the effort on a reserve from an even distribution to an uneven profile.
Align Reserves with Work
This mixed-media article shows how to shift the Schedule Start date of one or more reserves to align with the Schedule Start date of their associated work item.
Align Over Allocated Reserves
This article shows how to deal with reserves that have been allocated more effort than the reserve called for, resulting in negative numbers on the assignment grid.

Allocate Resources
Allocate Resources chapter in PM training E1 - PRM 15.
Pages: 4
Allocate Resources
This article provides information on resource allocations, as well as best practices for allocating resources to tasks.
Allocate Resources to Tasks (Direct Assignment)
This article provides instructions for allocating a resource to a project task.
Create an Allocation from a Requirement
This article shows how to use the Fill Requirement action menu option in Schedule and Assignments to create an allocation from a requirement.
Adjust Allocated Effort
This article explains how to change the effort of an allocation from an even distribution to an uneven effort profile.

Authorize Resources
Authorize Resources chapter from training content E1 - PRM 15.
Pages: 3
Authorize Resources
This article explains how authorizations are used in Portfolio and Resource Management.
Authorize Resources to Phases
This article explains how to authorize resources to project phases.
Create Authorizations for Reserved Resources
This article provides information on how to generate an authorization from a reserve.

Work with Resource Assignments
Review and decrement from resource assignments.
Pages: 3
Review Assignment Details
This article explains how to examine the details of a specific resource assignment from the Work and Assignments screen.
Decrement from Resource Assignments
This article consists of extended examples of how resource assignments interact with each other as requirements are filled or reserves are used.
Review All Assigned Effort for a Work Item
This article explains how to examine all resource assignments' effort for a particular project or other work item.

Substitute Resources
The Substitute Resources chapter out of the PRM training book E1 - PRM 15.
Pages: 3
Substitute Resources—for Project Managers
This collection of articles explains how to substitute resources from the Work and Assignments/Work and Resource Management screen, which is useful for project/work managers.
Substitute One Resource for Another (Project Management)
This article shows how to substitute one resource for another from Work and Assignments/Work and Resource Management.
View Assignments for a Single Resource (Project Management)
This article shows how to check the assignments for a single resource from the Work and Assignments/Work and Resource Management screen.
Start Course
Show Topics
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.
2 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Work_Financial_Planning
Add Non-Labor Expenditures
The chapter of PM training material on non-labor expenditures E1 - PRM 15.
Pages: 5
Add Non-Labor Expenditures
This article explains what planned and actual expenditures are and gives some guidelines for tracking them and loading them into your work plan.
Add a Planned Expenditure
This article explains how to add a planned expenditure for a project.
Add an Actual Expenditure for a Planned Expenditure
This article explains how to add an actual expense that occurred on a certain date from the Work and Assignments/Work and Resource Management screen.
Add an Actual (Unplanned) Expenditure
This article goes over how to enter an unplanned actual expenditure.
Load Expenditures
This article explains how to load an expenditure.

Enter Project Financial Plan
The Enter Project Financial Plan chapter from the PM training material.
Pages: 15
Enter Project Financial Plan
This article provides important definitions for work financial planning as well as links to ways to view and work with financial data for a project.
Understand Financial Models and Versions
This article defines financial models and versions, and explains how they relate to each other.
Understand the Organization of the Financial Planning Detail Screen
This mixed media article provides an overview of the Financial Planning Detail Screen.
Understand the Category and Focus Controls
This article provides an overview of the Category and Focus controls on the Financial Planning Detail Screen.
Use the Category and Focus Controls to Analyze Financial Data
This article explains how to use the category and focus controls to analyze financial data.
Use the Subtotal View to Analyze Financial Data
This article explains how to use the subtotal view to analyze financial data.
Load Labor Effort
This article explains how to bring labor effort (such as actual time reported) and expenditures into your financial plan.
Override Role-Based Labor Rates
This article explains how override the labor rate for a resource's role and replace it with another rate.
Manually Enter Financial Data
This article explains how to enter financial information into a product using the Financial Planning Detail screen.
Compare Two Financial Versions
This article explains how to compare and view the variance between two versions of a financial plan.
Compare Financial Version with Work Financial Plan
This article explains how to compare a financial version with the financial plan for the project.
Use the Financial Planning Detail Version Menu
This article provides an overview of the Financial Planning Detail Version menu and how to use it.
View Actual vs. Forecast Data and Totals on Financial Planning Detail
This article describes how to compare actual data with forecast data on the Financial Planning Detail screen.
Export Financial Data
This article explains how to export a work financial plan into Excel or PDF format.
Job Aid: Project Financial Planning Detail
This job aid (handout) provides project managers, strategic program managers, and financial specialists with an overview of the user interface and functionality of the Project Financial Planning Detail screen.
Start Course
Show Topics
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.
3 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Execution_and_Tracking
Baseline the Project
The Baseline the Project chapter in the PM training material E1 PRM 15.
Pages: 6
Baseline the Project
This mixed media article covers best practices and concepts around baselines in Portfolio and Resource Management.
Create a Work Baseline
This article tells you how to create a baseline for a project.
Update a Work Baseline
This article explains how to update a project baseline E1 PRM 15.
Update a Partial Baseline
This article explains how to update specific parts of a project baseline E1 - PRM 15.
Restore from a Work Baseline
This article explains how to revert data from a baseline back to a previous state E1 - PRM 15.
Review the Gantt Chart to See the Baseline
This article explains how the baseline for a project appears in the Gantt chart view E1 - PRM 15.

Track and Execute Work
The Track and Execute Work chapter from the PM training material E1 - PRM 15.
Pages: 13
Track and Execute Work
It's important to keep track of the progress of project work. The information provided here covers some of the ways project execution can be tracked in Portfolio and Resource Management.
Understand Project Dates and Durations
This article provides definitions of important concepts around dates and durations, and provides an example.
Understand Project Progress
This article provides explanations of important concepts around how the progress of projects is captured in the system.
Status Work by Percent Complete (Part of Project)
This article explains how to track the progress of a project by percent complete rather than from timesheet data.
Set Work to Progress as Planned
This article explains the concept of progress as planned and gives instructions for setting the Progress As Planned option in the Work Detail screen.
Understand Remaining Allocations and Maximum Utilization
This article shows how maximum utilization (how much effort can be assigned to a resource beyond their capacity before work slips) is calculated.
Understand Progressing Options and Rules
This article describes the options for managing how unfinished work or unused assignments are rescheduled when the project is progressed.
View Expired Effort Columns
This article shows options for viewing effort that has expired.
Review Work Baselines
This article reviews the process of checking the baseline against a project's current schedule during the execution stage of the project.
Understand Assumed Completed vs. Completed Statuses
This article differentiates between the Assumed Completed and Completed project statuses.
Create an Assumed Completed Filter
This article describes how to create a filter to show only work with the status of Assumed Completed.
Update Assumed Completed Work Status
This article shows how to change the status of an Assumed Completed project.
Update Milestone Status
This article shows how to change the status of a milestone.

Manage Project Documents
Content Management chapter in PM training. E1 - PRM 15
Pages: 5
Manage Project Documents
This article provides some key concepts for managing documents in Portfolio and Resource Management.
Add Project Documents
This article explains how to upload a file into Portfolio and Resource Management and associate it with a project.
Review Project Documents and Document Metadata
This article shows how to access the Review Content screen to learn more about a project document.
Check Out, Update, and Check In a Project Document
This article shows how to use the Review Content screen to check out, revise, and check in documents associated with a project.
Copy Template Content to a Project
This article explains how to create copies of content in the Global and Template folders to use as the basis for new documents.
Start Course
Show Topics
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.
1 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Work_Portfolios
Manage Work Portfolio Information
Contents of the Manage Work Portfolio Information chapter of PM training.
Pages: 8
Manage Work Portfolio Information
This article provides an overview of Work portfolio functionality.
Create and Edit a Work Portfolio
This mixed media article shows how to create and review a Work portfolio (collection of projects).
Understand the Organization of the Work Menu—Portfolio View
This mixed media article explains the user interface of the Work portfolio View.
Invite Users to a Work Portfolio
This article explains how to invite others to your Work Portfolio.
Group or Summarize Financial Data
This article explains how to group and summarize the financial data in a portfolio.
Change Timescale for Financial Data Columns
This article explains how to change the timescale for financial data columns.
Compare Portfolio Financial Versions
This article explains how to compare financial two versions of a financial plan for a portfolio.
Job Aid: Summarize Data in a Project/Work Portfolio
This job aid (handout) provides project managers, strategic program managers, and financial specialists with an explanation of how summarization of portfolio financial information and grouping work.
Start Course
Show Topics
Reports
This course covers the various types of report tiles and FastTrack analytics reports.
3 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Reports
Analyze Reports with Tiles
The types of tiles and how to use them.
Pages: 7
Analyze Reports with Tiles
The articles in this collection describe the available report tile types and show how to work with reports and report tiles.
Understand Report Tiles
This article shows how report tiles work.
Understand Power BI Tiles
This article shows how tiles made using Microsoft Power BI work.
Understand Portfolio Manager Tiles
This article shows how the various Portfolio Manager tiles work.
Understand Configurable Table Tiles
This article shows how configurable table tiles work.
Understand Customized Table Tiles
This article shows how customized table tiles work.
Understand Configurable Chart Tiles
This article shows how configurable chart tiles work.

Create Tiles
How to create your own tiles, from a user perspective.
Pages: 3
Create Tiles
This collection shows how non-admin users can create their own tiles.
Create Configurable Chart Tiles
This article provides instructions for creating configurable chart tiles for personal use.
Create Power BI Tiles (Power BI Service account required)
This article provides instructions for creating tiles with the Power BI service.

View Additional Tiles and Reports
The View Additional Tiles and Reports chapter in the PM training E1 - PRM 15.
Pages: 10
View Additional Tiles and Reports
The articles in this collection show how to work with reports and report tiles.
Access FastTrack Analytics Reports
This article goes over report tiles based on FastTrack analytics in Portfolio and Resource Management.
Use Timesheet Tiles
This article goes over the organization and functions of the timesheet tiles,
Review the Scheduled vs. Actual Variances Tile
This article goes over the organization and functions of the Scheduled vs. Actual Variances tile.
Review the Not Staffed Work Tile
This article goes over the organization and functions of the Not Staffed Work tile.
Use the Work Effort Tile within the Work View
This article goes over the organization and functions of the Work Effort Tile within the Work View.
Use the Milestones Due This Period Tile
This article goes over the organization and functions of the Milestones Due This Period tile.
Use the Projects Over Budget Tile
This article goes over the organization and functions of the Projects Over Budget tile.
Use the Active Risks, Active Issues, and Active Change Requests Tiles
This article goes over the organization and functions of the Active Risks, Active Issues, and Active Change Requests Tiles.
Use the Active Lifecycle Steps Tile on My Overview
This article describes how to use the Active Lifecycle Steps tile on the My Overview menu.
Start Course
Show Topics
Risks, Issues, and Changes
This course covers Changes, Risks, and Issues (CRIs).
3 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Risks%2C_Issues%2C_and_Changes
Risks
Risks chapter in PM training material E1 - PRM 15.
Pages: 9
Risks
Risk management is an important part of any project. The articles collected here cover viewing, creating, classifying, reviewing, transferring, and closing risks.
Create a Column Set for Risks, Issues, and Changes
This article explains how to create a column set for viewing risks, issues, and changes for a project.
Create and Classify a Risk
This article explains how to add a new risk and classify it.
Review a Risk
This article shows how to access the Risk Detail screen to review information on a risk.
Export Risks
This article shows how to access the Active Risks screen to export the currently active risks in a portfolio.
Transfer a Risk
This article explains how to transfer a risk to a change or an issue.
Move a Risk
This article explains how to move a risk to a different work item/project.
Close a Risk
This article explains how to close a risk that is no longer a risk and has not been revised to be an issue or change.
Job Aid: Changes, Risks, and Issues
This job aid (handout) provides project/work managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.

Issues
Issues chapter of PM training material E1 - PRM 15.
Pages: 8
Issues
Issues are unplanned events that could impact a project or other entity, often stemming from a risk. This article provides background information on issues and some best practices for handling them.
Create and Classify an Issue
This article shows how to create an issue and classify it by status and priority.
Evaluate an Issue
This article goes over how to evaluate an issue to determine whether it needs to be updated.
Export Issues
This article shows how to access the Active Issues screen to export the currently active issues in a portfolio.
Transfer an Issue
This article describes how to transfer an issue to a risk or a change.
Move an Issue
This article describes how to move an issue to a different work item in the same project or to another project.
Close an Issue
This article tells how to close an issue if it has been resolved.
Job Aid: Changes, Risks, and Issues
This job aid (handout) provides project/work managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.

Changes
Changes chapter in PM training material
Pages: 10
Changes
Change management is an important part of successfully completing projects. This information includes best practices for change management as well as instructions for creating and completing changes in Portfolio and Resource Management. This article includes best practices for change management and dealing with scope creep, plus information on using changes in Portfolio and Resource Management.
Add and Classify a Change
This article explains how to create a new change in Portfolio and Resource Management, and select its status and priority.
Monitor and Update a Change
This article describes how to monitor the progress of a change and update the information about it.
Export Changes
This article shows how to access the Change Requests tile to export the currently active changes in a portfolio.
Adjust the Project Plan to Reflect a Change
Once a change has been instituted, the project plan and schedule will need to be adjusted to reflect the new information. This article explains how and why to do this.
Escalate a Change
This article provides best practices for change escalation and shows how to create a deadline by changing the Target Date for the change.
Transfer a Change
This article shows how to transfer a change to a risk or issue.
Move a Change
This article shows how to move a change request to a different work item within the same project or to another project.
Close a Change
This article shows how to update the status of a change to Closed when all actions are finished.
Job Aid: Changes, Risks, and Issues
This job aid (handout) provides project/work managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.
Start Course
Show Topics
Timesheets - PM
This course is for work managers who need to approve time on timesheets.
2 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Timesheets_-_PM
Fill Out Timesheet
The PM Fill Out Timesheet training chapter E1 - PRM 15.
Pages: 11
Fill Out Timesheet
This article provides key concepts on filling out timesheets for yourself or others.
Add Activities to a Timesheet
This mixed media article describes how to add activities to your timesheet.
Pin Items to Future Timesheets
This article describes how to pin activities to future timesheets.
Fill Out, Sign, and Submit a Timesheet
This mixed-media article describes how to fill out, sign, and submit your timesheet. It includes two e-learning videos.
Enter a Remark on a Timesheet Task
This mixed media article explains how to enter a remark on a timesheet task.
Action Items and Timesheets
This article explains how to view and mark complete action items assigned to you.
Use Payroll Codes on Timesheets
This mixed media article explains how to use payroll codes on timesheets, such as regular time or overtime.
Enter an Issue from a Timesheet
This article explains how to enter an issue on your timesheet.
Job Aid: Access a Timesheet and Add Activities
This job aid (handout) provides users of the system with instructions for finding their timesheet and adding their work activities to it.
Job Aid: Navigate a Timesheet and Enter Time
This job aid (handout) provides all users of the system who report time with information on the timesheet interface and entering their time.
Job Aid: Navigate a Timesheet and Enter Time (Weekly Option)
This job aid (handout) provides users of the system who report time both weekly and daily with information on the timesheet interface and entering their time.

Approve or Disapprove Time from Timesheets
Approve or Disapprove Time from Timesheets chapter in PM training E1 PRM 15.
Pages: 3
Approve or Disapprove Time from Timesheets
This mixed-media article explains how to approve or disapprove entries on timesheets and gives different time approval scenarios.
Approve or Disapprove Time for a Portfolio of Resources
This article explains how to approve or disapprove entries on multiple timesheets at the same time.
Job Aid: Approve or Disapprove Time for a Team Member
This job aid (handout) provides resource managers and project managers who approve time with instructions for approving or disapproving time on the timesheets of team members.

Mobile Timesheets
How to access and use mobile timesheets. For Team Members. Updated to help content May 18, 2020
Pages: 6
Accessing and Using the Mobile Site
Describes the reasons why you might want to use the mobile site and how to access it.
Using a Mobile Device to Report Time
Describes how to use a mobile device to report your time by making weekly or daily entries on a timesheet
Using a Mobile Device to Add or Delete Items on a Timesheet
This article describes how to use a mobile device to add or delete items on a timesheet.
Using a Mobile Device to Approve or Disapprove Timesheets
Describes how to use a mobile device to approve or disapprove timesheets.
Using a Mobile Device to Approve or Disapprove Requested Assignments
This article explains how to use a mobile device to approve or disapprove a requested assignment.
Using a Mobile Device to Approve, Disapprove, or Delegate Lifecycle Steps
Describes how to use a mobile device to review, approve, disapprove, or delegate lifecycle steps. Also, helps you identify the type of lifecycle entity you are working on while approving, disapproving, or delegating lifecycle steps or documents.
Start Course
Show Topics
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.
1 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Project_Closure
Change Project Status to Completed
The Change Project Status to Completed chapter in PM training material E1 - PRM 15.
Pages: 3
Change Project Status to Completed Overview
Once all aspects of a work project are completed, the status can be changed to completed. This article provides key concepts and a checklist for closing a project.
Change Project Status to Completed
This article explains how to change the status of a work project to Completed.
Understand Work/Project Status Rules
This article provides information about the rules applying to changing status of work items (projects, phases, activities, etc.)
Start Course
Show Topics
Mobile Timesheet
This course covers mobile timesheets.
2 Topics
beginner
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Mobile_Timesheet
Complete a Mobile Timesheet
Complete a Mobile Timesheet chapter in PM training E1 PRM 15. .
Pages: 5
Mobile Timesheet
This article lists key concepts and best practices on mobile timesheets.
Sign In to the Portfolio and Resource Management Mobile Site
This article describes how to sign in to Portfolio and Resource Management on a mobile device.
Access Your Timesheet on a Mobile Device—Weekly
How to make weekly entries into a mobile timesheet.
Access Your Timesheet on a Mobile Device—Daily
How to enter time daily on a mobile timesheet.
Add or Delete Items on a Mobile Timesheet
How to add or delete work items on a mobile timesheet.

Manage Approvals via Mobile Device
The PM/RM training chapter on Manage Approvals via Mobile Device.
Pages: 5
Manage Approvals via Mobile Device
This article provides information on managing time approval via mobile devices, and contains links to articles with instructions for doing so.
Use a Mobile Device to Review Pending Approvals
This article provides information on managing time approval via mobile devices, and contains links to articles with instructions for doing so.
Use a Mobile Device to Approve or Disapprove Pending Requests
This article provides information on managing resource requests via mobile devices.
Use a Mobile Device to Approve or Disapprove Lifecycle Steps
This article provides information on managing lifecycle steps via mobile devices.
Use a Mobile Device to Delegate a Lifecycle Step to Another User
This article provides information on delegating lifecycle steps via mobile devices.
Start Course
Show Topics
Additional Topics - Inter-Project Dependencies
The chapters in this course cover inter-project dependencies, and using Excel in financial planning.
2 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Additional_Topics_-_Inter-Project_Dependencies
Add Inter-Project Dependencies
The PM training chapter on Add Inter-Project Dependencies E1 - PRM 15. Plus job aid.
Pages: 4
About Inter-Project Dependencies
Dependencies show how two entities (projects, products, etc.) are related. This information shows how to work with them, and explains the types of inter-project dependencies.
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 or Edit Dependencies
This article shows how to edit or delete a dependency between two projects.
Job Aid: Inter-Project Relationships
This job aid (handout) provides project managers with instructions for linking activities and milestones in one project to those in another project.

Financial Planning Using Excel
The Financial Planning Using Excel chapter of the PM training E1 - PRM 15.
Pages: 4
Financial Planning Using Excel
This article explains concepts that will help in exporting and importing data between Microsoft Excel and Portfolio and Resource Management.
Export Project Financials to an Excel File
This article explains the two ways to save Portfolio and Resource Management data into an Excel spreadsheet.
Import from Excel into Portfolio and Resource Management
This article shows how to bring in financial data from an Excel spreadsheet into Portfolio and Resource Management.
Review the Excel Import and Export Log
This article tells how to check into any problems with Excel imports or exports by reviewing the Excel log.
Start Course
Show Topics
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.
1 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Project_and_Work_Management/Additional_Topic_-_Work_Financial_Planning
Advanced Topics - Financial Planning
Advanced topics about financial planning supporting the PM training material.
Pages: 3
The Integrated Work Financial Plan: In Depth
You can select Work Financial Plan as a “version” in the Financial Planning Detail screen. This has many benefits and provides insights into many aspects of the project. This article goes over some of the things you can do with this integrated work financial plan.
View Financial Version Baseline Together with Project Baselines
Project managers often want to see both financial and schedule data together so they can get a clear understanding of these two key aspects of their projects on the same screen. Portfolio and Resource Management may be configured to see both types of baselines together on one page within the Work, Strategies, or Outcomes menus.
Tracking Actuals and Forecast Financial Data via the Financial Plan
Portfolio and Resource Management tracks financial data using versions to compare data from different points in time in a project’s lifecycle. Each version must be created and named by the Administrator, or generated automatically via a project lifecycle step.
Start Course