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Planview Customer Success Center

Introduction to the System

Topics

Work Management Overview
Work Management Overview chapter of the Fundamentals training material E1 - PRM 15.
Pages: 16
My Overview
My Overview chapter in PM training material E1 - PRM 15.
Pages: 3
Understand Security: Grants
The PM training chapter Understand Security: Grants E1 - PRM 15.
Pages: 3
Manage Ribbons, Tiles, and Column Sets
The Manage Ribbons, Tiles, and Column Sets chapter of the PM training material E1 - PRM.
Pages: 8
  • Manage Ribbons, Tiles, and Column Sets
    The information here will help you make the best use of the ribbon, tile, and column set functionality in the Portfolio and Resource Management user interface. It explains how the more... tile is used to add tiles to the ribbon.
  • Work with Ribbons and Tiles
    This mixed media article provides an introduction to the concepts of the ribbon and tiles using the Portfolio View screen as an example.
  • Customize Ribbon and Tile Settings
    This mixed-media article explains how to use the more... tile to access the screen to manage which tiles appear on any Portfolio and Resource Management ribbon.
  • Manage Column Sets
    This mixed media article explains how to create column sets and how to edit and delete column sets that you create.
  • Work with URL Columns
    This article explains how to use columns that allow links to outside information.
  • View Work Published Rank Columns
    This article shows how to view strategic ranking columns in the Work Portfolio Manager.
  • Understand the Active Lifecycle Steps Tile
    This article explains what is shown in the Active Lifecycle Steps tile on different Portfolio and Resource Management menus.
  • Use the Data Picker
    This article describes the keystroke steps to use the Portfolio and Resource Management Data Picker​​​​.
Search for Projects or Portfolios
Chapter on Search in PM training material E1 - PRM 15.
Pages: 3

Content

This course explains the work management UI organization and what you can do with the Work Portfolio View, Work and Assignments/Work and Resource Management, and Work View screens, among others. Menu options under My Account, such as grants, are also here, along with managing ribbons, tiles, and column sets and the navigational search functionality.