Curriculum
Getting StartedCourse
Concepts and NavigationProjects and WorkResource ManagementTime ReportingAnalytics and ReportingInvestment and Capacity PlanningStrategic Program ManagementOutcome ManagementCourse
Monitor Current AssignmentsFill Out TimesheetMobile Timesheet for Team MembersMy Overview for Team MembersCourse
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, Shift, 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
Getting StartedManaging ProjectsManaging ResourcesReportsCourse
Working with ReportsCreating ReportsOutput TypesList ReportPie Chart ReportBubble Chart ReportColumn ChartCrosstab ReportGantt Chart ReportCalculated FieldsCurriculum
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 TrainingOther Languages
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This article explains how to upload a file into Portfolio and Resource Management and associate it with a project.
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