Using the Portfolio and Resource Management Application Last updated Save as PDF Topics My OverviewMy Overview (My Planview) chapter in RM training material. Make a new version of analyze for RM only.Pages: 3My OverviewThis mixed-media article covers some key concepts about the My Overview menu.Understand the My Overview InterfaceThis mixed media article provides a guide to the My Overview menu's user interface.Use the Active Lifecycle Steps Tile on My OverviewThis article describes how to use the Active Lifecycle Steps tile on the My Overview menu. Navigate to Resources and Portfolios (Search)Navigate to Resources and Portfolios (Search) chapter in RM training.Pages: 3Navigational SearchThis article describes the search functionality in Portfolio and Resource Management.Understand Search Tips and ConceptsThis page gives some useful tips for using the search engine for Portfolio and Resource Management.Use the Navigational Search BoxThis article explains how to search for entities like projects, resources, outcomes, or strategies in Portfolio and Resource Management. My Account and Menu IconsThe My Account and Menu Icons chapter of the RM training material.Pages: 1Update Your AttributesThis article shows how to use My Account and your Resource View screen to update your attributes. Understand Security (Grants) RMUnderstand Security (Grants) chapter of RM training material. Replace work grants with a resource grants page.Pages: 3Understand Security: GrantsThis mixed media article provides key concepts, an overview, and the functionality of grants.Create Work GrantsThis mixed media article explains how to forward or assign work grants to others.Review Your GrantsThis article shows how to review your grants. Content This course covers aspects of the Portfolio and Resource Management, including My Overview, navigational search, My Account, support tickets, and grants. Resource Management5 TopicsbeginnerPreviousNext
