Work Management Overview
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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: 10
- Understand the Organization of the Work Menu—Portfolio View
- This article explains the user interface of the Work portfolio View. This article applies to Planview Enterprise 14.
- Access the Work and Resource Management Screen
- This article shows the two different ways to access the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Overview: Work and Resource Management—Work Breakdown
- This article provides an overview of the Work and Resource Management screen's Work Breakdown pivot view. This article applies to Planview Enterprise 14.
- Overview: Work and Resource Management—Work and Assignments
- This article provides an overview of the Work and Assignments pivot view in the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Overview: Work and Resource Management Filters
- This article shows how to work with filters in Work and Resource Management. This article applies to Planview Enterprise 14.
- Overview: Task Information Tray
- This article provides an overview of the features of the Task Information tray on Work and Resource Management's Work Breakdown and Work and Assignments views. This article applies to Planview Enterprise 14.
- Set Work and Resource Management Display Preferences
- This article shows how to change your preferences for Work and Resource Management. This article applies to Planview Enterprise 14.
- Work Management Overview Version 14
- This article provides an orientation to the most frequently used work management screens and contains links to additional articles. This article applies to Planview Enterprise 14.
- Overview: Work Portfolio View
- This article provides an overview of the Work Portfolio View screen. This article applies to Planview Enterprise 14.
- Overview: Work and Resource Management—Resources and Assignments
- This article provides an overview of the Resources and Assignments pivot view in the Work and Resource Management screen. This article applies to Planview Enterprise 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 Portfolio View Screen Basics
- This article describes navigating to the screen that gives you both an overview of the work items in a portfolio and easy access to the details of each work item in the portfolio. The article also provides general information about that screen.
- About the Task Information Screen or Tray's Action Menus
- This product help article describes the options available on the action menus of the Task Information screen or tray. These options let you perform tasks relevant to a work item's assignments, logical relationships, notes, To Do List, and expenditures.
- About the Work View Screen
- This article describes the tabs of the Work View screen.
- Work Management: For More Information
- Supplemental information for Work Management Overview.
- Pages: 6
- Implementation Issues with Resource and Project Management
- This best practice explores the potential issues that inhibit effective resource and project management. Causes of resource conflicts, late projects, and general chaos are explored, along with solutions for avoiding them.
- Project and Work Management Overview FAQ
- These frequently asked questions cover general information on Project and Work management screens and activities. This article applies to Planview Enterprise 11.5 and up.
- Job Aid: Summarize Data in a Project Portfolio
- This job aid (handout) provides project managers, strategic program managers, and financial specialists with an explanation of how summarization of portfolio financial information works.
- Work Type Recommendations
- Work Types can be used to distinguish different categories of requests, and can determine how the work should be managed and which WBS template and lifecycle workflow to use. This best practice offers recommendations for 5 common work types, in terms of suggested thresholds, processes, controls, and more.
- Work Portfolios
- Managing work portfolios, including working with portfolio financial information.
- Pages: 10
- Manage Work Portfolio Information Version 14
- This article provides an overview of Work portfolio functionality and contains links to additional articles.
- Understand the Organization of the Work Menu—Portfolio View
- This article explains the user interface of the Work portfolio View. This article applies to Planview Enterprise 14.
- Create and Edit a Work Portfolio
- This article shows how to create and review a Work portfolio (collection of projects). This article applies to Planview Enterprise 14.
- Invite Users to a Work Portfolio
- This article explains how to invite others to your Work Portfolio. This article applies to Planview Enterprise 14.
- Change Timescale for Financial Data Columns
- This article explains how to change the timescale for financial data columns. This article applies to Planview Enterprise 14.
- Compare Portfolio Financial Versions
- This article explains how to compare financial two versions of a financial plan for a portfolio. This article applies to Planview Enterprise 14.
- Summarize Financial Data
- This article explains how to summarize the financial data in a portfolio. This article applies to Planview Enterprise 14.
- 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