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Planview Customer Success Center

Work Management Overview

Topics

Work Management - Getting Started
Introductory overview of major project/work management screens and settings, including Portfolio view, Work View, Work and Resource Management, and Task Information.
Pages: 14
Mastering Work Management
More detailed overview of major project/work management screens and settings, including Portfolio view, Work View, Work and Resource Management, and Task Information.
Pages: 16
Work Management: For More Information
Supplemental information for Work Management Overview.
Pages: 6
Work Portfolios
Managing work portfolios, including working with portfolio financial information.
Pages: 10
Work Portfolios: For More Information
Supplemental information for Work Portfolios.
Pages: 1
  • Job Aid: Project Portfolio View
    This job aid (handout) provides project managers with an orientation to the UI of the Work Portfolio View screen, how to access the Portfolio View, and information on the Portfolio Manager and other tiles on the ribbon.

Content

This course explains the work management screen organization and what you can do with the Work Portfolio View, Work and Resource Management, and Work View screens. These are all necessary tools for managing your project work. This course falls under the Project Information capability