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Access the Work and Assignments Screen

Summary

This article shows the two different ways to access the Work and Assignments screen.

You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.
Concept

The information on the Work and Assignments screen is organized in multiple views so that you can easily view and manage your project.

The navigational search is a convenient way to access the Work and Assignments screen via its action menu and select the screen name. However, if you are already in the Portfolio Manager tile, the action menu next to each project also provides the same action menus (Figure 1).

E-learning: Navigate the Work and Assignments Screen

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Keystroke Steps: Access the Work and Assignments Screen

From Navigational Search:

  1. Search for the relevant project.
  2. Select  action_menu_15.png > Work and Assignments.

From the Work Portfolio Manager:

  1. Select action_menu_15.png for the relevant project > Work and Assignments.

WAA_screen_access.png

Figure 1: Work and Assignments Overview

WAA17b.png

Figure 2: Work and Assignments Overview

WAA_overview.png

Figure 2: Work and Assignments Overview

This article does not apply to this release. See the following article:

Access the Work and Resource Management Screen