Setting Up Entities
Topics
Content
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.
Course Library
Planview Enterprise One - Portfolio and Resource ManagementProject and Work ManagementResource ManagementInvestment and Capacity PlanningStrategic Program ManagementOutcome ManagementMicrosoft Project Add-In and Portfolio and Resource ManagementGeneral AdministrationAdvanced AdministrationInstructor-led Training PrerequisitesInstructor TrainingSee AllPlanview Enterprise One - Capability and Technology ManagementData ManagementReportingAdministrationIntegrationsInstructor TrainingPlanview PPM ProDashboardsAdministrationInstructor TrainingPlanview ProjectplacePlanview LeanKitPlanview SpigitPlanview EnterpriseTime ReportingProjects and WorkResource ManagementAnalytics and ReportingInvestment and Capacity PlanningStrategic Planning and OutcomesFinancial PlanningAdministrationConfiguring Planview EnterpriseInstructor-led TrainingSee AllTroux
Curriculum
Getting StartedTeam Members - Time ReportersCourse
Fill Out TimesheetMobile Timesheet for Team MembersMy Overview for Team MembersFlex Timesheet for Team MembersCourse
RequestsAdd Work and Create LifecyclesCreate the Work ScheduleResource AssignmentsWork Financial PlanningExecution and TrackingWork PortfoliosReportsRisks, Issues, and ChangesTimesheets - PMProject ClosureMobile TimesheetAdditional Topics - Inter-Project DependenciesAdditional Topic - Work Financial PlanningSee AllCourse
Resource Management ConceptsResource AssignmentsTimesheetsUsing the Portfolio and Resource Management ApplicationCourse
Investment and Capacity Planning ConceptsRank, Analyze, Shift, and Balance ViewsWorking with Investment and Capacity PlanningUse the Portfolio and Resource Management UIAdvanced Topics - Investment and Capacity PlanningCourse
Strategic Program Management ConceptsWork with Strategic ProgramsStrategic Financial PlanningUse the Strategic Planning UICourse
General AdministrationCourse
Advanced AdministrationCourse
Concepts and NavigationProject and Work ManagementResource ManagementInvestment and Capacity PlanningStrategic Program ManagementOutcome ManagementAnalytics and ReportingTime ReportingCourse
Curriculum
Getting StartedCourse
Capability and Technology Management OverviewThe Capability and Technology Management MetamodelCourse
SecurityCourse
Microsoft VisioCourse
Curriculum
Getting StartedManaging ProjectsManaging ResourcesReportsCourse
Working with ReportsCreating ReportsOutput TypesList ReportPie Chart ReportBubble Chart ReportColumn ChartCrosstab ReportGantt Chart ReportCalculated FieldsCourse
Organization HierarchyManaging UnitsResourcesDivisionsDepartmentsManaging UsersManaging GroupsTimesheet SettingsPermission ProfilesLookup ListsSetting Up EntitiesHealth ProfileScoringSee AllCourse
Curriculum
Getting StartedCourse
Account Settings and GrantsPortfolio BasicsGovernance and LifecyclesPlanview Enterprise InterfaceCommon ScreensMenus, Ribbons, Tiles, and Column SetsAnalytics and Reporting BasicsCourse
RequestsWork Management OverviewProject InformationPlanning and SchedulingProject Financial PlanningExecution and TrackingClosureAdditional TopicsCourse
Strategic Program PlanningStrategic Financial PlanningOutcomesOutcome Roadmap, Stages, and DatesOutcome RealizationCourse
Financial ManagementCourse
Introduction to Planview Enterprise AdministrationUser and Resource ConfigurationCalendar AdministrationField AdministrationJob Stream and Progressing AdministrationLifecycle AdministrationMenu, Ribbon, and Tile AdministrationStructure AdministrationScreen and Column Set AdministrationScripted Dialog AdministrationInvestment and Capacity Planning AdministrationStrategic Program and Financial AdministrationAnalytics and Reporting AdministrationSee AllCourse
Global and System Option ConfigurationRate Configuration and AdministrationRequest Functionality ConfigurationConfiguration MigrationOperational AdministrationCourse
Planview Enterprise General AdministrationPlanview Enterprise Advanced Administration (formerly Process Architecture)Planview Enterprise Reporting and Schema Training