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Planview Customer Success Center

Using the Portfolio and Resource Management Application


My Overview
My Overview (My Planview) chapter in RM training material. Make a new version of analyze for RM only.
Pages: 3
Navigate to Resources and Portfolios (Search)
Navigate to Resources and Portfolios (Search) chapter in RM training.
Pages: 3
Understand Security (Grants) RM
Understand Security (Grants) chapter of RM training material. Replace work grants with a resource grants page.
Pages: 3


This course covers aspects of the Portfolio and Resource Management, including My Overview, navigational search, My Account, support tickets, and grants.