Configure Group Approval Steps
Summary
This article details how to configure group approval lifecycle steps.
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This article applies to Planview® Enterprise One release 15 – Portfolio and Resource Management.
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Planview Enterprise One - Portfolio and Resource ManagementGetting StartedApplication OverviewProject/Work ManagementResource ManagementInvestment and Capacity PlanningStrategic Program ManagementOutcome ManagementGeneral AdministrationAdvanced AdministrationPlanview Enterprise One - Capability and Technology ManagementData ManagementReportingAdministrationIntegrationsProjectplacePlanview EnterpriseTime ReportingProjects and WorkResource ManagementAnalytics and ReportingInvestment and Capacity PlanningStrategic Planning and OutcomesFinancial PlanningAdministrationConfiguring Planview EnterpriseInstructor-led TrainingSee AllTrouxAdministrationPlanview PPM Pro
Curriculum
Team Members - Time ReportersCourse
Monitor Current AssignmentsFill Out TimesheetMobile Timesheet for Team MembersMy Overview for Team MembersCourse
Concepts and NavigationProjects and WorkResource ManagementTime ReportingAnalytics and ReportingInvestment and Capacity PlanningStrategic Program ManagementOutcome ManagementCourse
RequestsAdd Work and Create LifecyclesCreate the Work ScheduleResource AssignmentsWork Financial PlanningExecution and TrackingWork PortfoliosReportsRisks, Issues, and ChangesTimesheets - PMProject ClosureAdditional PM TopicsMobile TimesheetSee AllCourse
Resource Management ConceptsResource AssignmentsTimesheetsUsing the Portfolio and Resource Management ApplicationCourse
Investment and Capacity Planning ConceptsRank, Analyze, and Balance ViewsWorking with Investment and Capacity PlanningUse the Portfolio and Resource Management UICourse
Strategic Program Management ConceptsWork with Strategic ProgramsStrategic Financial PlanningUse the Strategic Planning UICourse
General AdministrationCourse
Advanced AdministrationCurriculum
Getting StartedCourse
Capability and Technology Management OverviewThe Capability and Technology Management MetamodelCourse
SecurityCourse
Microsoft VisioCurriculum
ConceptsCourse
Account Settings and GrantsPortfolio BasicsGovernance and LifecyclesPlanview Enterprise InterfaceCommon ScreensMenus, Ribbons, Tiles, and Column SetsAnalytics and Reporting BasicsCourse
RequestsWork Management OverviewProject InformationPlanning and SchedulingProject Financial PlanningExecution and TrackingClosureAdditional TopicsCourse
Strategic Program PlanningStrategic Financial PlanningOutcomesOutcome Roadmap, Stages, and DatesOutcome RealizationCourse
Financial ManagementCourse
Introduction to Planview Enterprise AdministrationUser and Resource ConfigurationCalendar AdministrationField AdministrationJob Stream and Progressing AdministrationLifecycle AdministrationMenu, Ribbon, and Tile AdministrationStructure AdministrationScreen and Column Set AdministrationScripted Dialog AdministrationInvestment and Capacity Planning AdministrationStrategic Program and Financial AdministrationAnalytics and Reporting AdministrationSee AllCourse
Global and System Option ConfigurationRate Configuration and AdministrationRequest Functionality ConfigurationConfiguration MigrationOperational AdministrationCourse
Planview Enterprise General AdministrationPlanview Enterprise Advanced Administration (formerly Process Architecture)Planview Enterprise Reporting and Schema TrainingCurriculum
Getting StartedData ManagementTroux ArchitectReportingCourse
Analyzing Portfolio DataCourse
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