Getting Started | Admin | Permissions | Requests | Projects & Tasks | Financials | Resources | Reports | Dashboards
Getting Started
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Application Overview
This video provides an overview
of the Planview PPM Pro application. Duration: 8 min.
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Navigating PPM Pro
This video provides an overview of navigating the PPM Pro header. Duration: 6 min.
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Navigating the Grid and Entity Details
This video provides an overview of system navigation in the grid and entity details views.
Duration: 7 min.
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Timesheet Entry
This video provides an overview of Timesheet Entry including navigation of the timesheet facility and additional
timesheet features.
Duration 7 min.
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Creating Filters
This video demonstrates how to
create filters.
Duration 6 min.
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Using Filters
This video provides an overview of using filters. Duration 2.5 min.
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Admin
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Admin – Organization Hierarchy Overview
This video provides an overview
of the organization hierarchy.
Duration: 7 min.
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Admin – Lookup Lists
This video provides an overview of Lookup Lists.
Duration: 7.5 min.
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Admin – Data Import
This video demonstrates how to use the Data Import feature.
Duration: 9 min.
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Admin – Categories
This video demonstrates how to setup entity categories.
Duration: 6.5 min.
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Permissions
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Permissions Overview
This video provides an overview of each permission type.
Duration: 5 min.
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Profile-Based Permissions
Overview
This video provides an overview of profile-based permissions.
Duration: 5 min.
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Profile-Based Permissions
Global Rule
This video provides an overview of the profile-based permissions global rule.
Duration: 6 min.
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Profile-Based Permissions
Team Rule
This video provides an overview of the profile-based permissions team rule.
Duration: 6.5 min.
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Profile-Based Permissions
Owner Rule
This video provides an overview of the profile-based permissions owner rule.
Duration: 6 min.
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Requests
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Requests Overview
This video provides an overview
of requests.
Duration: 7 min.
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Navigate the Requests
View
This video demonstrates how
to navigate the request list
and card views.
Duration: 7.5 min.
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Projects & Tasks
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Navigate the
Projects List View
This video demonstrates how to navigate the Projects list view. Duration: 4.5 min.
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Create a Project
This video demonstrates how to create a project.
Duration: 6.5 min.
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Manage a Project
This video demonstrates how to manage a project. Duration: 7 min.
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Task Dependencies
Demonstrates the use of
intra-project and cross-project dependencies.
Duration: 7 min.
See About Cross-Project Dependencies article for more information.
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Financials
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Project-Level Financial Entries Overview
This video provides an overview of project-level financial entries.
Duration: 6 min.
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Project-Level Financial Entries Exercise
This exercise video demonstrates the use of project-level financial entries. Duration: 6 min.
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Internal Rates and Effective Dating
Demonstrates the ability to apply effective dates to internal rates. Watch this video for an overview and examples!
Duration: 5.5 min.
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Resources
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Resource Workbench Navigation
This video demonstrates how to navigate the Resource Workbench. Duration: 6 min.
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Resource Workbench Allocation
This video demonstrates Resource Workbench allocation.
Duration: 4.5 min.
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Resource Workbench Find Demand
This video demonstrates Resource Workbench Find Demand. Duration: 5 min.
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GDPR
Overview of how PPM Pro can assist with anonymizing personal data stored in PPM Pro to
support compliance with the
GDPR regulation.
Duration: 6 min.
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Capacity and Demand
This video demonstrates how to track capacity and demand. These screens allow you to view your resource pools’ availability, and the projects they’re working on over a given duration.
Duration 4.5 min.
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Reports
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Creating a Report
This video demonstrates how to
create a report. Duration 6 min.
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Exercise:
Capacity and Demand
Crosstab Report
This video provides an exercise on how to build a capacity and demand Crosstab Report.
Duration 3.5 min.
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Exercise:
All Active Projects Timeline
Gantt Report
This video provides an exercise on how to build an all active projects timeline Gantt Report.
Duration 4.5 min.
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Exercise:
Project Health
Pie Chart
This video provides an exercise on how to build a pie chart report that displays the overall health of all open projects.
Duration 4 min.
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Exercise:
Portfolio Project Status List Report
This video provides an exercise on how to build a list report that displays the status of projects by portfolio.
Duration 5.5 min.
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Dashboards
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Create a Dashboard
This video demonstrates how to create a dashboard.
Duration: 6 min.
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Publish a Dashboard
This video demonstrates how to publish a dashboard. (updated from August 2018 release)
Duration: 7 min.
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Exercise: Project Health Portfolio Dashboard
This video provides an exercise on how to create a project health portfolio dashboard.
Duration: 6 min.
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