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Planview Customer Success Center

Portfolio and Resource Management Configuration

Topics

Manage Data Sources
Manage Data Sources chapter from Configuration training material 14.
Pages: 7
  • Manage Data Sources
    This document shows how to work with the transactional database, data mart database, OLAP cubes and tabular models for creating Analytics and Reporting Portal reports. This article applies to Planview Enterprise 14.
  • Understand Available Data Sources
    This article outlines the available types of data sources for Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
  • Create a Tabular Model
    This article explains how analytics administrators can build a tabular model. This article applies to Planview Enterprise 11.5 and up.
  • Review the BISMCubeDataList
    This article shows how to review the BISMCubeDataList, which is where all tabular models created by the administrator are listed. Sign in to access this How-to topic.
  • Edit or Delete a Tabular Model
    This article tells how to edit or delete a tabular model. Sign in to access this How-to topic.
  • Schedule Cubes and Tabular Models Processing
    This article shows how to schedule the processing of cubes and tabular models. Sign in to access this How-to topic.
  • Add a Cube or Tabular Model as a Data Source for Report Builder
    This article explains how to add a cube or tabular model as a data source for Report Builder. Sign in to access this How-to topic.
Configurable Text
The Configurable Text chapter in the configuration guide 14.
Pages: 5
Content Management
The Content Management chapter in the configuration guide 14.
Pages: 3
  • Set Content Management Rules
    This article shows administrators how to set content management rules for an organization. This article applies to Planview Enterprise 14.
  • Create/Compress Content Management Search Index
    This article explains how to compress the content management search index, which is useful if searching has slowed down. This article applies to Planview Enterprise 14.
  • Review Documents Checked Out
    This article demonstrates how to review documents in the content management system that have been checked our by users. Sign in to access this How-to topic.
Configure System Options
The Configure System Options chapter in the configuration guide 14.
Pages: 18
Set Up Mobile Timesheet
The Set Up Mobile Timesheet chapter in the configuration guide 14.
Pages: 8
Configure Request Functionality
The Configure Request Functionality chapter in the configuration guide 14.
Pages: 7
Configure Rates - Basic
The Configure Rates - Basic chapter in the configuration guide.
Pages: 17
Configure Rates—Cost-Center-Based Costing
The Configure Rates—Cost-Center-Based Costing chapter of the configuration guide 14.
Pages: 5
Configure Rates - Vendor-Based Costing
The Configure Rates - Vendor-Based Costing chapter in the configuration guide 14.
Pages: 5
Configure Rates—Costing by Payroll Code
The Configure Rates—Costing by Payroll Code chapter in the configuration guide 14.
Pages: 6
Configure Rates—Differentiating Recoverable and Non-recoverable Hours
The Configure Rates—Differentiating Recoverable and Non-recoverable Hours chapter in the configuration guide 14.
Pages: 5
Configure Rates - Rate Overrides
Configure Rates—Differentiating Recoverable and Non-recoverable Hours chapter of the configuration guide.
Pages: 6
Maintain Financial Management
The Maintain Financial Management chapter in the configuration guide 14.
Pages: 10
Maintain the Expenditures Configuration
The Maintain the Expenditures Configuration chapter in the configuration guide 14.
Pages: 5
Manage Architecture
The Manage Architecture chapter from the configuration guide 14. THIS PATH NEEDS TO BE UPDATED, SINCE MANY PAGES IN THE BOOK APPEAR TO NOT BE IN THE CSC. Need configured screens sections.
Pages: 12
  • Manage Architecture
    This article provides links to information on managing alternate structures, configured screens, custom fields, scripted dialogs, and lifecycles.
  • Configure Primary Structures
    This article explains how for administrators to configure primary structures. This article applies to Planview Enterprise 11.5 and up.
  • Define an Alternate Structure
    This article gives instructions for defining an alternate structure. Sign in to access this How-to topic.
  • Maintain Lifecycles
    This article covers lifecycle maintenance in general. Sign in to access this How-to topic.
  • Maintain Initial Lifecycle Model
    This article describes how to maintain the initial lifecycle model. Sign in to access this How-to topic.
  • Maintain Incremental Lifecycle Models
    This article describes how to maintain the incremental lifecycle models. Sign in to access this How-to topic.
  • Configure the System to Use Business Capabilities
    This article outlines setting up Planview Enterprise to make use of the Business Capabilities primary structure on the Work Portfolio View and configurable table tiles. Sign in to access this How-to topic.
  • Set up Group by Alternate Structures
    This article provides details on setting up the Group by option on the Work Portfolio View, which enables users to focus on projects by alternate structure. Sign in to access this How-to topic.
  • Manage Structure Charting
    This article explains how to manage charting of alternate structures. Sign in to access this How-to topic.
  • Configure the System to Use Business Capabilities
    This article outlines setting up Planview Enterprise to make use of the Business Capabilities primary structure on the Work Portfolio View and configurable table tiles. Sign in to access this How-to topic.
  • Manage Custom Fields
    This article discusses the management of custom fields. Sign in to access this How-to topic.
  • Maintain Scripted Dialogs
    This article tells how to maintain scripted dialog screens. Sign in to access this How-to topic.
Administer Data Mart and Reports
The Administer Data Mart and Reports from the configuration guide 14.
Pages: 5
  • Administer Data Mart and Reports
    This article describes how to maintain the data mart and on-demand reports. Sign in to access this How-to topic.
  • Administer the Data Mart
    This article gives instructions for administration of the Data Mart. Sign in to access this How-to topic.
  • Run the Data Mart Prerequisite Checks
    This article explains the prerequisite Data Mart checks and how to run them. Sign in to access this How-to topic.
  • Enable and Configure On-Demand Reports
    This article this article explains to administrators how to edit and configure on-demand reports (not ARP). Sign in to access this How-to topic.
  • Administer Work Status Reports
    This article describes administration and configuration of the built-in reports that can be customized per customer. These are not used as much now that the RPM reports are available. Sign in to access this How-to topic.
Set Up Agile Functionality
The Set Up Agile Functionality chapter in the configuration guide 14.
Pages: 5
Investment Planning Administration Overview
The Investment Planning Administration Overview chapter in the configuration guide 14.
Pages: 6
Initial Investment Planning Setup
The Initial Investment Planning Setup chapter from the configuration guide 14.
Pages: 7
Configure Financial Management
The Configure Financial Management chapter from the configuration guide 14.
Pages: 6
Set Up Investment Planning Data
The Set Up Investment Planning Data chapter in the configuration guide 14.
Pages: 5

 

Content

This course covers the various options that may be set for the system, including global options, rates, data sources, configurable text, content, financial and investment planning options, expenditures, architecture, data mart, and agile functionality in Planview Enterprise 11.5 through 14.