Resource Management

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Portfolio and Resource Management lets you work with teams of resources or individuals. Learn how to maintain information about each resource and then use that data to find resources that fit work requirements, or find any unfilled requirements that match a resource. Includes: timesheets for resource management, basic concepts and screen functions, assignment types, and data management.

4 Courses

beginner

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Resource Management Concepts
In this course you will familiarize yourself with the basics of resource management in Project and Resource Management, including Resource Management and Assignment screen organization, how to work with resource portfolios and the resource assignment types used in the system.
3 Topics
https://success.planview.com/Training_Academy_Home/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Resource_Management/Resource_Management_Concepts
Resource Management and Assignments Overview
Resource Management and Assignments Overview chapter in RM training material E1 - PRM 17.
Pages: 9
Resource Management and Assignments Overview
This mixed media article lists some key concepts and general information on resource management functionality via the Resource Management and Assignments screen in Portfolio and Resource Management.
Understand the Benefits of Using Portfolio and Resource Management for Resource Managers
This mixed media article describes the benefits and an overview of using Portfolio and Resource Management for Resource Managers.
Resource Management and Assignments Screen Overview
This mixed media article provides an overview of the Resource Management and Assignments screen and its features.
Resource Management and Assignments Screen
This article provides an overview of the Resource Management and Assignments screen and its features.
Resource Management and Assignments - Aggregators
This mixed media article provides an overview of the Resource Management and Assignments screen and its features.
Resource Management and Assignments – Resources and Assignments View
This mixed media article provides an overview of the Resource Management and Assignments screen, Resources and Assignments view and its features.
Resource Management and Assignments – Organizational Resources View
This article provides an overview of the Resource Management and Assignments screen, Organizational Resources view and its features.
View Published Rank Columns in Resource Management and Assignments
This article shows how to view strategic ranking columns on the Resource Management and Assignments screen.
Understand Resource Report Tiles
This article provides an introduction to Resource Report tiles.

Manage Resource Portfolio Information
Manage Resource Portfolio Information chapter in RM training book E1 - PRM 15.
Pages: 6
Understand the Organization of the Resources Menu—Portfolio View
This mixed-media article describes the organization and functionality of the Resources menu, Portfolio View.
Job Aid: Access a Resource Portfolio and Review Portfolio Tiles
This job aid (handout) provides anyone who works with resources in the system with a quick overview of the Resource Portfolio View and the Portfolio View tiles on the ribbon.
Manage Resource Portfolio Information
This article provides an overview of creating a resource portfolio and provides links to things you can do with resource portfolios.
Understand the Organization of the Resources Menu
This article describes the organization and functionality of the Resources menu.
Create a Resource Portfolio
This mixed media article describes how to create a resource portfolio.
Invite Users to a Resource Portfolio
This article shows how to invite users to a resource portfolio that you created.

Access and View Resource Information
The Access and View Resource Information chapter of the RM training.
Pages: 5
Access and View Resource Information
This article describe important concepts about working with individual resources in Portfolio and Resource Management.
Understand the Organization of the Resources Menu—Resource View
This article provides an orientation to the Resources Menu, Resource view, for working with individual resources.
Update Effective Dates
This article shows how to update the effective date for resource attributes.
Update Resource Attributes
This article describes important concepts about resource attributes in Planview Enterprise.
View Assignments for a Specific Resource
This mixed media article describes important concepts about resource attributes and shows how to view the Resource Management and Assignments screen for a single resource.
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Resource Assignments
This course covers all the resource assignment types available in Project and Resource Management: Requirements, Reserves, Authorizations, and Allocations, as well as Standard Activities. It also covers substituting resources.
5 Topics
https://success.planview.com/Training_Academy_Home/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Resource_Management/Resource_Assignments
Resource Assignment Types Overview
Topics in the Resource Assignment Types Overview chapter of the RM training material. Make the written material match this.
Pages: 5
Resource Assignment Types Overview
Resource assignment types include requirements, reserves, authorizations, allocations, and standard activities. This mixed media article provides an overview.
Understand Resource Assignment Types and Standard Activities
This mixed media article defines the resource assignment types in Portfolio and Resource Management. It contains a helpful chart and e-learning overview.
Understand Standard Activities
This mixed media article defines standard activities, which show when resources are not available for work.
Understand Resource Assignment States
This article explains the differences between the most common resource assignment states.
Understand Resource Assignments and Effort
This article explains how requirement effort can be filled by different activities and/or multiple resources.

Fill Requirements with Resources
The Fill Requirements with Resources chapter in the RM training book E1- PRM 15.
Pages: 5
Fill Requirements with Resources
This article provides an overview of filling requirements with resources.
Fill Requirements Addressed to the Resource Manager
This article describes how to fill requirements from the Organizational Resources view in Resource Management and Assignments.
Fill Unaddressed Requirements
This article describes how to fill requirements that were not addressed to a resource manager.
Fill Requirements Based on the Portfolio
This mixed-media article describes how to fill requirements in a portfolio, no matter to whom they were addressed.
Use the Requirements to Fill Tile
This article describes how to fill requirements using the Requirements to Fill tile.

Substitute Resources - For Resource Managers
Sections from the Substitute Resources - For Resource Managers chapter in the RM training material E1 - PRM 15 and 16.
Pages: 4
Review and Adjust Resource Utilization
This article explains how to determine when resources are not utlized efficiently and how to adjust assignments to avoid under- and over utilization.
Substitute Resources—Eliminating Overload
This article explains how to substitute resources from Resource Management and Assignments.
Substitute Resources—Resource Management and Assignments
This mixed-media article shows two ways to substitute resources from the Resource Management and Assignments screen.
Understand How to Substitute Resources with Different Working Hours and Calendar Rules
This article explains how substituting resources with different schedules or calendars can be done.

Approve, Delete, or Edit Assignments
mostly about allocations and reserves
Pages: 8
Approve Allocations and Reserves
This article discusses approving allocations and reserves.
Approve Requested Allocations and Reserves while Reviewing Capacity
This mixed media article shows how to check for over-allocated reserves and use the State column in Resource Management and Assignments to approve allocation and reserve requests.
Use the Assignments Requested Tile
This article shows how to use the Assignments Requested tile to approve resource requests.
Profiling Assignments
This defines allocation and reserve effort profiles and provides an example.
Edit Allocation and Reserve Effort
This mixed-media article explains how to edit allocation and reserve effort profiles using the Resource Management and Assignments screen.
Preview the Impact of Changing an Assignment's Status
This article shows how to see the effect of changing the status or other information on a resource's assignments using the Preview option on the Assignments Requested tile.
View Resource Assignment Status with the Pending Assignments Tile
This article shows how to use the Pending Assignments tile to view the status of resource assignments as well as details of the work item.
Delete Resource Assignments
This article shows how to delete resource assignments (requirements, reserves, allocations, and authorizations) from either the Work and Assignments Screen or the Resource Management and Assignment screens.

Create Standard Activities
The Create Standard Activities chapter from RM training E1 - PRM 15.
Pages: 1
Schedule Resources for Non-Project Work (Standard Activities)
This article provides an overview and instructions for creating standard activities (like vacation, paid time off, or sick days).
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Timesheets
In this course, you will learn how to fill out your own timesheet as well as timesheets for other resources. You will also lean how to approve or disapprove timesheets.
2 Topics
https://success.planview.com/Training_Academy_Home/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Resource_Management/Timesheets
Fill Out Timesheet
The RM Fill Out Timesheet training chapter E1 - PRM 15.
Pages: 11
Fill Out Timesheet
This article provides key concepts on filling out timesheets for yourself or others.
Add Activities to a Timesheet
This mixed media article describes how to add activities to your timesheet.
Pin Items to Future Timesheets
This article describes how to pin activities to future timesheets.
Fill Out, Sign, and Submit a Timesheet
This mixed-media article describes how to fill out, sign, and submit your timesheet. It includes two e-learning videos.
Enter a Remark on a Timesheet Task
This mixed media article explains how to enter a remark on a timesheet task.
Action Items and Timesheets
This article explains how to view and mark complete action items assigned to you.
Use Payroll Codes on Timesheets
This mixed media article explains how to use payroll codes on timesheets, such as regular time or overtime.
Enter an Issue from a Timesheet
This article explains how to enter an issue on your timesheet.
Job Aid: Access a Timesheet and Add Activities
This job aid (handout) provides users of the system with instructions for finding their timesheet and adding their work activities to it.
Job Aid: Navigate a Timesheet and Enter Time
This job aid (handout) provides all users of the system who report time with information on the timesheet interface and entering their time.
Job Aid: Navigate a Timesheet and Enter Time (Weekly Option)
This job aid (handout) provides users of the system who report time both weekly and daily with information on the timesheet interface and entering their time.

Approve or Disapprove Timesheets as a Resource Manager
Approve or Disapprove Timesheets - Resource Manager chapter in PRM training E1 - PRM 15. Also FastTrack
Pages: 8
Approve or Disapprove Timesheets
This article explains important concepts for approving or disapproving timesheets as a resource manager.
Approve or Disapprove Time for a Portfolio of Resources
This article explains how to approve or disapprove entries on multiple timesheets at the same time.
Job Aid: Approve or Disapprove Time for a Team Member
This job aid (handout) provides resource managers and project managers who approve time with instructions for approving or disapproving time on the timesheets of team members.
Job Aid: Review Monthly Timesheet Summary Data
This job aid (handout) provides resource managers with information on the Timesheet Monthly Summary tile in Resource Portfolio View.
Job Aid: Review Status of Team Member Timesheets
This job aid (handout) provides resource managers with information on Overdue Timesheets tile in Resource Portfolio View and how to export its data.
Approve or Disapprove Timesheets as a Resource Manager
This article provides keystroke steps for approving or disapproving timesheets.
Monitor Late Timesheets
This article provides keystroke steps for keeping track of late timesheets for resources in your portfolio.
Fill Out a Timesheet for a Resource
This article provides keystroke steps for filling out a timesheet for a resource other than yourself.
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Using the Portfolio and Resource Management Application
This course covers aspects of the Portfolio and Resource Management, including My Overview, navigational search, My Account, support tickets, and grants.
5 Topics
https://success.planview.com/Training_Academy_Home/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Resource_Management/Using_the_Portfolio_and_Resource_Management_Application
My Overview
My Overview (My Planview) chapter in RM training material. Make a new version of analyze for RM only.
Pages: 3
My Overview
This mixed-media article covers some key concepts about the My Overview menu.
Understand the My Overview Interface
This mixed media article provides a guide to the My Overview menu's user interface.
Use the Active Lifecycle Steps Tile on My Overview
This article describes how to use the Active Lifecycle Steps tile on the My Overview menu.

Navigate to Resources and Portfolios (Search)
Navigate to Resources and Portfolios (Search) chapter in RM training.
Pages: 3
Navigational Search
This article describes the search functionality in Portfolio and Resource Management.
Understand Search Tips and Concepts
This page gives some useful tips for using the search engine for Portfolio and Resource Management.
Use the Navigational Search Box
This article explains how to search for entities like projects, resources, outcomes, or strategies in Portfolio and Resource Management.

My Account and Menu Icons
The My Account and Menu Icons chapter of the RM training material.
Pages: 7
My Account and Menu Icons
This article explains some key concepts about the My Account menu, which lets you set many types of preferences and other settings.
Update Your Attributes
This article shows how to use My Account and your Resource View screen to update your attributes.
Delegate Lifecycle Steps from My Account
This article explains how to delegate all lifecycle steps assigned to you to another person, using the My Account menu. It also shows how to delegate a single lifecycle step to another person from the lifecycle.
Use the Banner Icons
This article explains the functionality of the icons that can appear at the top of the banner.
Set Preferences
This article describes how to set your general, resource, and financial and investment planning preferences using the My Account menu.
Modify Your Notification Settings
This article describes how to update your notification settings using the My Account menu.
Change Your Security Settings
This article tells you how to change your security settings via the My Planview menu.

Manage Support Tickets
The Manage Support Tickets chapter in RM training E1 - PRM 15.
Pages: 5
Manage Support Tickets
Support tickets are used in some organization to manage incoming requests for project work. The information here explains the support ticket functionality in Portfolio and Resource Management.
Understand Important Support Ticket Prerequisites
This article goes over prerequisites for working with support tickets.
Add a Support Ticket
This article explains how to add (or create) a support ticket.
Assign a Resource to a Support Ticket
This article explains how to assign a resource to a support ticket.
Review or Edit a Support Ticket
This article explains how you can review a support ticket or edit it.

Understand Security (Grants) RM
Understand Security (Grants) chapter of RM training material. Replace work grants with a resource grants page.
Pages: 3
Understand Security: Grants
This mixed media article provides key concepts, an overview, and the functionality of grants.
Create Work Grants
This mixed media article explains how to forward or assign work grants to others.
Review Your Grants
This article shows how to review your grants.
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