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Outcomes

Topics

Outcome Overview - Getting Started
Basic overview of managing outcomes, the outcome screens, settings, and grants.
Pages: 4
  • Outcome Portfolio Management Overview 14
    This article provides an overview of outcome portfolio management in Planview Enterprise and provides links to additional information on using the outcome functionality. This article applies to Planview Enterprise 14.
  • Understand Outcome Management Screens
    This article explains the organization of the  Portfolio View, Outcome View, Financial Planning Detail, and Outcome Portfolio Roadmap screens that are commonly used when working with outcome management. This article applies to Planview Enterprise 14.
  • Create Outcome Grants
    This article explains how to create outcome grants. This article applies to Planview Enterprise 14.
  • Review Outcome Grants
    This article tells how to review outcome grants. This article applies to Planview Enterprise 14.
Mastering Outcome Overview
Detailed overview of managing outcomes, the outcome screens, settings, and grants.
Pages: 5
  • Outcome Portfolio View Screen Basics
    The Outcome Portfolio View screen provides an overview of the products, services, assets, and other types of outcomes in a portfolio and gives easy access to the details of such an outcome. This article explains how to navigate to the screen and describes elements of that screen.
  • Outcome View Screen
    The Outcome View screen consolidates into one view the attributes relevant to a product, service, asset or other type of outcome. This article explains how to navigate to that screen and describes elements of that screen.
  • Tasks that Help You Manage an Outcome Plan or Strategic Plan
    This article includes links to other articles relevant to some of the tasks you can perform while viewing the Outcome Portfolio View screen or Strategy Portfolio View screen.
  • Outcome Portfolio Management (Overview)
    This article provides an overview of outcome portfolio management, which helps you capture, evaluate, and execute ideas relevant to the products, services, assets, and other types of deliverables an organization's projects and programs create, enhance, and support.
  • Setting Display Preferences for the Outcome Portfolio View Screen
    This article describes setting preferences that let you select the levels at which outcome, strategy, and work data is displayed on the Outcome Portfolio View screen and set the colors of the elements displayed in that screen's Roadmap column.
Outcome Overview: For More Information
Supplemental content for Outcome Overview.
Pages: 5
  • Innovation Management Maturity Model
    Planview's Innovation Management Maturity Model™ outlines a roadmap to take organizations from ad-hoc, sporadic innovation to a consistent, optimized model where innovation is ingrained into the product portfolio.
  • Outcomes FAQ
    These frequently asked questions go over general outcome concepts
  • Understanding the Relationship Between Products, Projects, and Programs
    Many organizations struggle with understanding how products, projects, and programs relate to one another. This best practice provides basic definitions and offers suggestions on how to view all three holistically and harmoniously.
  • Managing Stage Gates
    This best practice offers guidelines for using gates for process and project governance, and for new product development.
  • Five Elements of an Effective Stage Gate Process
    This best practice explores five elements that are necessary for successfully executing a stage-gate process and dispels common myths. It proposes that effective stage gates are proactive, cross-functional, flexible, scalable, and lean.
Outcomes and Outcome Portfolios Getting Started
Basics of creating and using outcome portfolios and outcomes.
Pages: 11
Mastering Outcomes and Outcome Portfolios
Details on creating and using outcome portfolios and outcomes.
Pages: 1
  • Creating Outcome Portfolios
    This article describes creating Outcome portfolios to help you collect data relevant to products, services, assets, or other types of outcomes for analysis, prioritizing, and review.
Outcomes and Outcome Portfolios: For More Information
Supplemental information for Outcome Portfolios.
Pages: 2
Outcome Creation - Getting Started
Basics of creating outcomes from requests and manually. Also outcome lifecycles.
Pages: 10
  • Review Requested Outcomes 14
    Before starting to work on an outcome, suggested ideas stemming from the organization's ideation process must be evaluated. This article reviews some best practices for working with ideas and contains links to articles on creating and reviewing requests for new or revised outcomes. This article applies to Planview Enterprise 14.
  • Create a Request Portfolio
    This article describes how to create a portfolio for analyzing requests for new or revised outcomes. This article applies to Planview Enterprise 14.
  • Review Outcome Requests
    This article explains how to review requested outcomes. This article applies to Planview Enterprise 14.
  • Create an Outcome from a Request 14
    This article shows how to create a new outcome generated from a request. 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.
  • 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.
  • Add Outcomes and Review Lifecycles 14
    This article explains general concepts about the outcome lifecycle in Planview Enterprise and how to create a new outcome both manually and via lifecycle step. This article applies to Planview Enterprise 14.
  • Add an Outcome (Manual)
    This article describes how to manually add a new outcome. This article applies to Planview Enterprise 14.
  • Add an Outcome via a Work Lifecycle Step
    This article explains how to add a new outcome as part of a project or work lifecycle. This article applies to Planview Enterprise 14.
  • Review the Outcome Lifecycle
    This article describes how to view the outcome lifecycle and includes links to articles on the lifecycle interface. This article applies to Planview Enterprise 14.
Mastering Outcome Creation
Detailed information on creating outcomes.
Pages: 3
  • Defining New Outcomes
    This article describes adding a product, service, asset, or other type of outcome in outcome portfolio management or strategic management. This article also identifies the other ways in which you can add an outcome.
  • Deleting Outcome Entities
    This article describes deleting a product, service, asset, or other type of outcome in outcome portfolio management.
  • About Defining Outcomes
    This article includes introductory material you should know before you define products, services, applications, or other types of outcomes.
Outcome Creation: For More Information
Supplemental content for Outcome Creation.
Pages: 1
  • Outcome Creation FAQ
    These frequently asked questions cover creating new products in Planview Enterprise. This article applies to Planview Enterprise 12 and up.
Outcome Definition - Getting Started
Basics of defining and editing attributes of outcomes.
Pages: 3
Mastering Outcome Definition
Details on defining and editing attributes of outcomes.
Pages: 3
Outcome Definition: For More Information
Supplemental information for Outcome Definition.
Pages: 1
  • Outcome Planning FAQ
    These frequently asked questions cover the outcome planning functionality in Planview Enterprise, where outcome stages and dates are assigned. This article applies to Planview Enterprise 12 and up.
Outcome Dependencies - Getting Started
Basics of working with dependencies among outcomes, and other entities.
Pages: 4
Mastering Outcome Dependencies
Details on working with dependencies among outcomes, and other entities.
Pages: 2
  • Defining Outcome Dependencies
    This article describes creating, editing, or deleting a dependency between products, services, applications, or other types of outcomes that outcome portfolio management supports.
  • Reviewing Outcome Dependencies
    This article describes reviewing dependencies defined for a product, service, application, or other type of outcome in Planview Enterprise 12 and greater.

Content

This course covers how to work with outcomes (products, services, technologies, applications, etc.). Topics cover the functionality of outcome screens, working with outcome portfolios, defining and creating outcomes, as well as associating them with projects and strategic programs. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. This course falls under the Outcome Roadmap capability.