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Planview Customer Success Center

Lifecycle Administration

Topics

Basic Lifecycle Administration
Defining a lifecycle team, editing lifecycles, and viewing lifecycle logs.
Pages: 4
  • About the Responsibilities of a Lifecycle Administrator
    This article provides information about what the responsibilities of a lifecycle administrator are.
  • Editing Lifecycles
    This article describes editing a lifecycle to assign or reassign a user to a lifecycle step, edit characteristics of a step, or remove a step while viewing a lifecycle diagram as a user.
  • Viewing a Lifecycle Log
    This article describes viewing a log that stores information about some of the actions performed on a particular lifecycle's steps.
  • View Log Screen
    This article describe the sections of the View Log screen, which you access to view a lifecycle log or a configuration migration log.
Lifecycle Management
Working with lifecycles and lifecycle steps. Some content is for administrators. This is not done.
Pages: 26
Lifecycle Management: For More Information
Supplemental information for lifecycle management.
Pages: 5
  • Permissions Required to Complete Actions for Work Entities
    This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to work entities. The article also indicates which user-role features a user needs to complete such actions.
  • Permissions Required to Complete Actions for Requests
    This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to requests. The article also indicates which user-role features a user needs to complete such actions.
  • Permissions Required to Complete Actions for Strategic Entities
    This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to strategic entities. The article also indicates which user-role features a user needs to complete such actions.
  • Permissions Required to Complete Actions for Products or Other Outcomes
    This article includes a list of the steps and actions available when an administrator creates a new lifecycle step relevant to outcomes (such as products or services) in Planview Enterprise 12 and greater or products in Planview Enterprise 11.5. The article also indicates which user-role features a user needs to complete such actions.
  • Lifecycle Administration FAQ
    These frequently asked questions cover lifecycle administration. Sign in to access this FAQ article.
Lifecycle Model Administration
Manage the order and properties of workflow steps.
Pages: 20
Lifecycle Models Administration Details
Specify details pertaining to the type of lifecycle model, such as Object and Action types, or Target types.
Pages: 20

Content

Lifecycle administration ranges from the lifecycle administrator role that can create and manage teams as well as delegate steps, to the administration of lifecycle models and other lifecycle functionality.