Administration
- Organization Hierarchy
- The Organization Hierarchy in PPM Pro displays the units that comprise your organization.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Organization_Hierarchy
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- Managing Units
- Units are the building blocks of your organization. Learn how to create and delete units, how to add resources to units, and associating units to your projects and portfolios.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Managing_Units
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- Resources
- Resources are the people - employees and contractors - who work for your organization.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Resources
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- Divisions
- Divisions are an optional entity that can be used to organize your internal business information.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Divisions
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- Departments
- A Department is a defined relationship with a client, and is the umbrella under which a single or multiple projects can be defined.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Departments
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- Managing Users
- Once you have created resources, you can then make them users in PPM Pro. Learn how to create, edit, and deactivate users in PPM Pro.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Managing_Users
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- Managing Groups
- A group is a named collection of members. Members can be users, units, or other groups. Groups allow you to assign permission profiles to multiple resources at a time, and facilitate several parts of PPM Pro.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Managing_Groups
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- Timesheet Settings
- To prepare your organization for using the PPM Pro Timesheet feature, there are a number of settings that can be configured.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Timesheet_Settings
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- Permission Profiles
- Profile-based permissions refers to the permission model PPM Pro employs for most entities: Projects, tasks, issues, portfolios, assets, reports, filters, and dashboard. Profiles are containers of permissions that you configure to grant permissions to users, groups (of users), or units (another collection of users).
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Permission_Profiles
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- Lookup Lists
- Lookup lists and Status lists are lists of values that you can associate with fields. Users can then select a value from a list when specifying a value for the field.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Lookup_Lists
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- Setting Up Entities
- The following topics cover how to set up PPM Pro Entities, which includes Projects, Portfolios, and Requests. Setting up entities in Admin determines how projects, profiles, and requests appear in the system.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Setting_Up_Entities
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- Health Profile
- Health profiles can help to determine how projects are performing and current status.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Health_Profile
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- Scoring
- PPM Pro scoring allows you to score projects and requests based on their overall worth to the organization.
https://success.planview.com/Training_Academy/Planview_PPM_Pro/Administration/Scoring
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