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Planview Customer Success Center

Execution and Tracking

Topics

Work Tracking and Execution - Getting Started
Basic information on tasks for keeping track of projects during execution: status and date changes, baseline management, milestones.
Pages: 14
  • Track and Execute Work Version 14
    It's important to keep track of the progress of project work. The information provided here covers some of the ways project execution can be tracked in Planview Enterprise. This article applies to Planview Enterprise 14.
  • Understand Project Dates and Durations
    This article provides definitions of important concepts around dates and durations, and provides an example. This article applies to Planview Enterprise 14.
  • Understand Remaining Allocations and Maximum Utilization
    This article shows how maximum utilization (how much effort can be assigned to a resource beyond their capacity before work slips) is calculated. This article applies to Planview Enterprise 14.
  • Monitor Slipped Work
    This article shows how the Slipped Work tile on the Work Portfolio View can help with tracking work that has slipped past its projected finish date. This article applies to Planview Enterprise 14.
  • Review Work Baselines
    This article reviews the process of checking the baseline against a project's current schedule during the execution stage of the project. This article applies to Planview Enterprise 14.
  • Understand Assumed Completed vs. Completed Statuses
    This article differentiates between the Assumed Completed and Completed project statuses. This article applies to Planview Enterprise 14.
  • Create an Assumed Completed Filter
    This article describes how to create a filter to show only work with the status of Assumed Completed. This article applies to Planview Enterprise 14.
  • Update Work Status
    This article shows how to change the status of a project. This article applies to Planview Enterprise 14.
  • Manually Update Percent Complete
  • Status Work by Percent Complete (Part of Project)
    This article explains how to track the progress of a project by percent complete rather than from timesheet data. This article applies to Planview Enterprise 14.
  • Update Milestone Status
    This article shows how to change the status of a milestone. This article applies to Planview Enterprise 14.
  • Expired Effort
  • View Expired Effort Columns
    This article shows options for viewing effort that has expired. This article applies to Planview Enterprise 14.
  • Review the WRK14 Project Highlight Report
    This article goes over accessing the Project Highlight Report tile. This article applies to Planview Enterprise 14.
Mastering Work Tracking and Execution
Detailed information on tasks for keeping track of projects during execution: status and date changes, baseline management, milestones.
Pages: 15
Work Tracking and Execution: For More Information
Supplemental information for Work Tracking and Execution.
Pages: 6
  • Project Execution FAQ
    These frequently asked questions cover the progressing engine in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
  • Displaying Benefit Analysis or Customer Satisfaction Data
  • Displaying FTE Data
    This article describes displaying a chart that shows the type of resources working on a portfolio's projects.
  • Monitor Work in Progress
    Successful project execution requires the routine management of the project.
  • Project Baseline Best Practices
    Baselines are an effective means of measurement control to measure progress over the course of a project. This best practice offers guidelines on the optimal use of baselines in Planview Enterprise.
  • Report Status
    Regular status reporting is the key communication between the project manager, project team and stakeholders. This includes Status Reporting, Progress Reporting, and Project Forecasting using earned value management or another system. This best practice offers guidance on what to report, and highlights suggested analytics in Planview Enterprise.
The Progressing Engine
How the progressing engine works and how settings affect it.
Pages: 4
  • Understanding the Progressing Engine
    Part of the Understanding the Progressing Engine guide. Sign in to access this How-to topic.
  • Understand Project Progress
    This article provides explanations of important concepts around how the progress of projects is captured in the system. This article applies to Planview Enterprise 14.
  • Understand Progressing Options and Rules
    This article describes the options for managing how unfinished work or unused assignments are rescheduled when the project is progressed. This article applies to Planview Enterprise 14.
  • Set Work to Progress as Planned
    This article explains the concept of progress as planned and gives instructions for setting the Progress As Planned option in the Work Detail screen. This article applies to Planview Enterprise 14.
The Progressing Engine: For More Information
Supplemental information about The Progressing Engine.
Pages: 1
  • Progressing FAQ
    These frequently asked questions cover the progressing engine in Planview Enterprise. It is important to use the schedule button to calculate the critical path and available floats after making changes to the project schedule. If significant changes will be made, you can take a schedule baseline before the adjustments for comparison.
To-Do Lists
Working with to-do lists.
Pages: 6

Content

This course goes over the functionality that allows you to manage the project through its execution, including the management of the schedule, resource demand and resource assignments, financials, and to report on the overall status and health of the project. Use the Getting Started topic to learn from our training material, and the Mastering topic for more detailed product help content. This course falls under the Execution and Tracking capability.