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Planview Customer Success Center

User and Resource Configuration

Topics

User Role Configuration
Set up user IDs, associate the IDs with a specific resource, define user roles and lifecycle roles, assign features to roles, and provide grants.
Pages: 6
User Role Configuration: For More Information
Supplementary information for User Role Configuration
Pages: 1
User Configuration
Enter information, create initial grants for the users, set up notification and email notifications.
Pages: 18
User Configuration: For More Information
Supplemental information for User Configuration
Pages: 2
Resource Configuration
Associate each resource with or grant to a user ID.
Pages: 14
Resource Configuration: For More Information
Supplemental information for Resource Configuration.
Pages: 1
Feature Configuration
Assign features to user roles to ensure that users with that role have the necessary access.
Pages: 11
  • Description of Features (Introduction)
    This article describes the various categories the system uses to group user-role features. The article also includes links to other articles that provides more information about the features relevant to a particular category.
  • Viewing Licensed Roles and Associated Features
  • Assigning Features to User Roles
  • Custom Features
    This article provides general information about the custom features that can be assigned to user roles.
  • Rename Custom Features
    This article shows how to use browser settings to rename custom features. This article applies to Planview Enterprise 13.
  • Architecture and Administration Features
    The following article describes the user-role features that an administrator sets to help control which users can perform some tasks, such as those relevant to defining configured screens, creating investment models, setting up the system, manage user information, defining financial planning models, editing rates, or running web services.
  • Project and Resource Management Features
    This article describes the features administrators set to help ensure the appropriate users have the permissions they need to access project and resource management so those users can perform their jobs.
  • Strategic Management Features
    This article describes the user-role features an administrator sets for strategic management, such as those that help control which users can view or edit financial data relevant to strategic plans or investment and capacity planning.
  • Outcome Portfolio Management Features
    This article describes the user-role features that help govern access to outcomes.
  • Product Portfolio Management Features
    This article describes user-role features an administrator sets to help control access to product portfolio management.
  • Process Delivery Center (PDC) Foundation Features
    This article provides brief descriptions of the user-role features displayed in the PDC Foundation section of the Review Role screen.
Other Administration Topics
Set up notifications for delinquent timesheets and/or synchronize scoreboard users.
Pages: 2

Content

User administration includes setting up user IDs, associating the IDs with a specific resource, defining user roles and lifecycle roles, assigning features to roles, and providing grants. User IDs are associated with user roles. Each role has a set of permissions that determine what functionality is available to a user.