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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
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
  • 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.
  • Project Execution FAQ
    These frequently asked questions cover the progressing engine in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
  • 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: 7
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.