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Additional Topics

Topics

Content Collaboration
Uploading, reading, editing, and reviewing documents, URLs, and other project content.
Pages: 23
Content Collaboration: For More Information
Supplemental information for Content Collaboration.
Pages: 5
  • Working with Documents FAQ
    These frequently asked questions cover working with project documents in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
  • About the Global Content and Template Content Folders
    This article describes folders an organization can use for its own purposes to help store, organize, and share content specific to that organization.
  • Copy Template Content to a Project
    This article explains how to create copies of content in the Global and Template folders to use as the basis for new documents. This article applies to Planview Enterprise 14.
  • Project Collaboration
    This best practice stresses the importance of a centralized information portal to enable project collaboration, and offers suggestions for maximizing information sharing.
  • Projectplace
    Help articles, videos, support, training, and information on product updates. Find everything you need to get the most out of Projectplace. Hjælp. Hjälp. Hulp. Aide. Hilfe. Hjelp. Ayuda.
Changes, Risks, and Issues: For More Information
Supplemental information on Changes, Risks, and Issues.
Pages: 2
  • CRI FAQ
    These frequently asked questions cover changes, risks, and issues. This article applies to Planview Enterprise 12.
  • Job Aid: Changes, Risks, and Issues
    This job aid (handout) provides project managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.
Changes
Creating, monitoring, escalating, and deleting changes.
Pages: 9
  • Changes Version 14
    Change management is an important part of successfully completing projects. This information includes best practices for change management as well as instructions for creating and completing changes in Planview Enterprise. This article includes best practices for change management and dealing with scope creep, plus information on using changes in Planview Enterprise. This article applies to Planview Enterprise 14.
  • Work - Changes
  • Add and Classify a Change
    This article explains how to create a new change in Planview Enterprise, and select its status and priority. This article applies to Planview Enterprise 14.
  • Monitor and Update a Change
    This article describes how to monitor the progress of a change and update the information about it. This article applies to Planview Enterprise 14.
  • Escalate a Change
    This article provides best practices for change escalation and shows how to create a deadline by changing the Target Date for the change. This article applies to Planview Enterprise 14.
  • Move a Change
    This article shows how to move a change request to a different work item within the same project or to another project. This article applies to Planview Enterprise 14.
  • Transfer a Change
    This article shows how to transfer a change to a risk or issue. This article applies to Planview Enterprise 14.
  • Adjust the Project Plan to Reflect a Change
    Once a change has been instituted, the project plan and schedule will need to be adjusted to reflect the new information. This article explains how and why to do this. This article applies to Planview Enterprise 14.
  • Close a Change
    This article shows how to update the status of a change to Closed when all actions are finished. This article applies to Planview Enterprise 14.
Risks
Creating, managing, and closing risks.
Pages: 7
  • Risks Version 14
    Risk management is an important part of any project. The articles collected here cover viewing, creating, classifying, reviewing, transferring, and closing risks. This article applies to Planview Enterprise 14.
  • Work - Risks
  • Create and Classify a Risk
    This article explains how to add a new risk and classify it. This article applies to Planview Enterprise 14.
  • Review a Risk
    This article shows how to access the Risk Detail screen to review information on a risk. This article applies to Planview Enterprise 14.
  • Move a Risk
    This article explains how to move a risk to a different work item/project. This article applies to Planview Enterprise 14.
  • Transfer a Risk
    This article explains how to transfer a risk to a change or an issue. This article applies to Planview Enterprise 14.
  • Close a Risk
    This article explains how to close a risk that is no longer a risk and has not been revised to be an issue or change. This article applies to Planview Enterprise 14.
Issues
Creating, evaluating, and managing issues.
Pages: 8
  • Work - Issues
  • Issues Version 14
    Issues are unplanned events that could impact a project or other entity, often stemming from a risk. This article provides background information on issues and some best practices for handling them. This article applies to Planview Enterprise 14.
  • Create and Classify an Issue
    This article shows how to create an issue and classify it by status and priority. This article applies to Planview Enterprise 14.
  • Evaluate an Issue
    This article goes over how to evaluate an issue to determine whether it needs to be updated. This article applies to Planview Enterprise 14.
  • Move an Issue
    This article describes how to move an issue to a different work item in the same project or to another project. This article applies to Planview Enterprise 14.
  • Transfer an Issue
    This article describes how to transfer an issue to a risk or a change. This article applies to Planview Enterprise 14.
  • Close an Issue
    This article tells how to close an issue if it has been resolved. This article applies to Planview Enterprise 13.
  • Close an Issue
    This article tells how to close an issue if it has been resolved. This article applies to Planview Enterprise 14.
Support Tickets
Support ticket management: creation, assignments, editing, resolving.
Pages: 12
Support Tickets: For More Information
Supplemental information for Support Tickets.
Pages: 3
  • Support Tickets FAQ
    These frequently asked questions cover the use of support tickets in conjunction with Planview Enterprise project work. This article applies to Planview Enterprise 11.5 and up.
  • Tracking Non-Project Work via Standard Activities and Annual Bucket Projects
    Many organizations struggle with how to best track the full scope of a resource’s efforts, especially when it comes to non-project work. In Planview Enterprise, there are two ways to track non-project time: standard activities and annual bucket projects. This best practice offers advice and considerations for when to use each.
  • Managing Service Work
    This best practice offers tips for managing unnplanned and/or ongoing support and service work.

Content

This course covers collaboration of documents; Changes, Risks, and Issues; and Support Tickets. In this course, you can learn about some optional components of Planview Enterprise. Collaboration explains how to manage documents (the Team Collaboration capability); the Changes, Risks, and Issues topic goes over CRI management (the Changes, Risks, and Issues capabilities); and Support Tickets are the focus of the final topic (the Other Planned Work capability).