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Planview Customer Success Center

General Administration

Topics

Administer Users, User Roles, and Resources
The Administer Users, User Roles, and Resources chapter in general admin training.
Pages: 14
Deactivate a User
The Deactivate a User chapter in the general admin training materials.
Pages: 1
  • Deactivate a User
    This article goes over the steps to take before deactivating a user, and provides the steps to finish the process.
Configure Effective Dates for Resources
The Configure Effective Dates for Resources chapter of the general admin training.
Pages: 4
Maintain Labor Rates
Maintain Labor Rates chapter in general admin training.
Pages: 12
Maintain Portfolio and Resource Management Calendars and Time Periods
The chapter on Maintain Portfolio and Resource Management Calendars and Time Periods from admin general training.
Pages: 6
Customize Menus, Ribbons, and Actions
The Customize Menus, Ribbons, and Actions chapter in general admin training.
Pages: 8
Manage Attributes and Screens
The Manage Attributes and Screens chapter in general admin training.
Pages: 8
Manage Fields
The Manage Fields cchapter in general admin training. In development
Pages: 3
Manage Alternate Structures
The Manage Alternate Structures cchapter in general admin training. In development
Pages: 4
Manage Columns and Column Sets
The Manage Columns and Column Sets chapter of the general admin training.
Pages: 7
Maintain Financial Management
The Maintain Financial Management chapter of general admin training.
Pages: 14
Maintain Job Streams and Jobs
The Maintain Job Streams and Jobs chapter of the general admin training.
Pages: 8
Work with the Progressing Engine, Scheduling Engine, and Databases
The Work with the Progressing and Scheduling Engines chapter in the general admin training.
Pages: 5
Perform Lifecycle Administration
The Perform Lifecycle Administration chapter in the general admin training material.
Pages: 9
Customize Tiles
The Customize Tiles chapter from the general admin training.
Pages: 11
Manage Reporting Content
The Manage Reporting Content chapter in the general admin training material.
Pages: 7

Content

This course covers basic administration of Portfolio and Resource Management.