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Planview Customer Success Center

Requests

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Topics

Get Started with Requests
Introduction to requests in the system.
Pages: 11
  • Requests - Add Request
  • Requests - Dispatching a Request
  • Request Overview Version 14
    Request functionality is one way that project work can be initiated in Planview Enterprise. If your organization uses requests, these articles will help you get started. This article applies to Planview Enterprise 14.
  • Create and Review a Request Portfolio
    This article deals with creating and reviewing a request portfolio. This article applies to Planview Enterprise 14.
  • Review Request Security (Grants)
    This article deals with request security alternate structure grants, which provide security around the request functionality. This article applies to Planview Enterprise 14.
  • Create Requests Version 14
    This article provides an overview and best practices for creating requests. This article applies to Planview Enterprise 14.
  • Associate a Request with a Project, Strategy, or Outcome
    This article explains how to associate a request with a particular project, strategy, or outcome. This article applies to Planview Enterprise 14.
  • Dispatch a Request Overview Version 14
    This article provides concepts and best practices for dispatching requests into projects, strategies, outcomes, support tickets, etc., as well as associating a request with a project, strategy or outcome.  This article applies to Planview Enterprise 14.
  • Dispatch a Request
    This article explains how to dispatch a request into a deliverable, such as an outcome, support ticket, or project. This article applies to Planview Enterprise 14.
  • Update a Request Status Version 14
    This information is about the ways a request can change status, whether by lifecycle or manually. This article applies to Planview Enterprise 14.
  • Delete a Request
    This article explains how to delete a request. This article applies to Planview Enterprise 14.
Mastering Request Management
Detailed information on using requests to initiate work. Covers creating, managing, dispatching, and associating requests.
Pages: 14
  • Request Management (Overview)
    This article provides general information about request management, which supports formally asking an organization to consider undertaking some particular entity (such as a product, strategy, work at the primary planning level (PPL), or support ticket).
  • Request Portfolio View Screen Basics
    This article explains how to access the screen that gives you both an overview of the requests in a portfolio and easy access to the details of each request in the portfolio. The article also provides general information about that screen.
  • Request View Screen
    This article explains how to access the Request View screen, which displays details about a particular request. The article also describes the various elements of that screen.
  • Adding a Request
    This article describes adding a request to formally ask an organization to consider undertaking some particular entity, such as a product or other type of outcome, strategy, work at the primary planning level (PPL), or support ticket.
  • Reviewing Requests
    This article describes reviewing a summary of all requests in a portfolio or details about a specific request.
  • Review Request Security (Grants)
    This article deals with request security alternate structure grants, which provide security around the request functionality. This article applies to Planview Enterprise 14.
  • Security of Requests
    This article provides an overview of what the application requires to establish security of requests.
  • Changing the Status of a Request
    This article describes changing the status of a request in Planview Enterprise.
  • Deleting a Request
  • Dispatching a Request (Introduction)
  • Dispatch a Request
    This article explains how to dispatch a request into a deliverable, such as an outcome, support ticket, or project. This article applies to Planview Enterprise 14.
  • Delegating Dispatch Responsibilities to Other Users
    This article describes delegating the dispatching of requests. It also describes reassigning dispatching responsibilities on a particular request.
  • Generating Items from a Request
  • Associating a Request
    This article describes associating a request you are dispatching with a strategic entity, work, or product or other type of outcome when you dispatch the request. The article also includes a link to the article that describes automatically associating an item by generating it from a request.
Request Management: For More Information
Supplemental information for Requests.
Pages: 6
  • Viewing Request Reports (Introduction)
    This article provides general information about the tiles that help you determine how many requests within a specific portfolio have a particular status value, how many requests are made by an organization's different Line of Businesses over a period of time, evaluate the dispatching of requests, or display a tally of requests by disposition state.
  • Viewing Requests by Status
    This article provides information about viewing how many requests within a specific portfolio have a particular status value.
  • Viewing Dispatch Speed Data for Requests
  • Tallying Requests by Disposition State
  • Request Management
    Request management is the intake point for all work, and an opportunity to assure that the incoming work is well-defined and categorized, and dispatched to the right area(s) for further analysis and/or delivery.
  • Request FAQ
    These frequently asked questions cover the request functionality in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.

Content

Requests can be used to manage the initiation of new projects, outcomes, or other entities. This course shows how to create, update, dispatch, and generate items from requests and falls under the Requests capability. Use the "Get Started" topic to get up and running fast.