This article explains how to delegate all lifecycle steps assigned to you to another person, using the My Account menu. It also shows how to delegate a single lifecycle step to another person from the lifecycle. This article applies to Planview Enterprise 14.
This article explains some key concepts about the My Account menu, which lets you set many types of preferences and other settings. There are links to things you can do with My Account and the other menu icons. This article applies to Planview Enterprise 14.
This article provides general information about grants that help ensure only appropriate users have access to a specific item (such as a work entity, resource, contract, strategic entity, or product, service, or other type of outcome).
This article describes how to set sign-in defaults to control which menu and screen are automatically displayed when you sign in to Planview Enterprise.
Many common or shared preferences can be adjusted in the My Account dropdown, including grants and passwords. This course falls under the Fundamentals capability. Screen-specific preferences controlled by a wrench icon are not discussed.