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Use the Strategic Planning UI

Topics

Review Strategic Portfolio Tiles and Column Sets
The Review Strategic Portfolio Tiles and Column Sets chapter in the strategy training material 14.
Pages: 7
  • Review Strategic Portfolio Tiles and Column Sets 14
    This article introduces the tiles and column sets that are unique to the Strategies menu, and includes links to articles on working with them. This article applies to Planview Enterprise 14.
  • Review Strategic Portfolio Tiles
    This article shows how to access the report tiles on the Strategy portfolio ribbon. This article applies to Planview Enterprise 14.
  • Manage Strategic Column Sets
    This article discusses how to create and manage column sets used in strategic program management. This article applies to Planview Enterprise 14.
  • View Strategy Published Rank Columns
    This article discusses how to view published rank columns in the Strategy Portfolio View. This article applies to Planview Enterprise 14.
  • Review Strategy View Tabs
    This article explains how to use the tabs on the Strategy View screen. This article applies to Planview Enterprise 14.
  • Manage Ribbon, Tiles and Column Sets Version 14
    The information here will help you make the best use of the ribbon, tile, and column set functionality in the Planview Enterprise user interface. It explains how the more... tile is used to add tiles to the ribbon. This article applies to Planview Enterprise 14.
  • Use Analyze to Create Custom Strategic Tiles
    This article goes over how you can use the Analyze tile on the Strategy Portfolio View screen to create charts of your strategic data. This article applies to Planview Enterprise 14.
My Overview
My Overview (My Planview) chapter in SP training material 14.
Pages: 3

 

Content

This course shows how to work with strategic portfolio ribbon tiles and column sets, the My Overeview menu, and My Account in Planview Enterprise 14.