Role Based Training - Managing Work (Projects) in Planview

Managing Projects
Training Class
Planview Enterprise One™ – Portfolio

and Resource Management
© 2020 PLANVIEW, INC. // CONFIDENTIAL // 1

Copyright © 2020, Planview, Inc. All rights reserved. Planview is a federally registered trademark and/or service mark of Planview, Inc., and may not be used without the express permission of Planview, Inc.
Planview®, Planview Enterprise®, Planview OpenSuite®, Projectplace®, Troux®, Innotas®, Spigit Ignite® by Planview, Planview Prisms®, Planview Horizons®, and No Matter How You Work® are registered trademarks of
Planview, Inc.
Planview Enterprise One™, Planview LeanKit™, Planview Projectplace™, Planview Spigit™, Planview PPM Pro™, and Planview FastTrack™ are trademarks of Planview, Inc.
This document may not, in whole or in part, be photocopied, reproduced, translated, reduced to any electronic medium or machine-readable form, shared, or otherwise disseminated except as provided by prior written
consent from Planview, Inc.
Every effort has been made to ensure the accuracy of this document. However, Planview, Inc. makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness
for a particular purpose. The information in this document is subject to change without notice.
All examples with names, company names, or companies that appear in this document are fictitious and do not refer to or portray, in name or substance, any actual names, companies, activities, or institutions. Any
resemblance to any real person, company, activity, or institution is purely coincidental.
Planview, Inc. • 12301 Research Blvd., Building V, Suite 101 • Austin, TX 78759-2369 • USA
Web: www.planview.com • success.planview.com
Customer Care: support.planview.com
U.S. Service Center
Phone: 512-346-8460 • Fax: 512-346-9180
customercare@planview.com
European Service Center
Phone: ++49-721-9597-262 • Fax: ++49-721-9597-222
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Introduction
What You Need to Know
Description of the training
This training gets you up to speed on the most important functionalities. You will learn common tasks and practice them in class. Your trainer will guide you through the
steps and provide contextual information pertinent to your organization. For deeper information on how to use the system, see the Next Steps section below.
How to use these materials
This deck is both a hands-on tool to be used during your training and a collection of reminders that you can use back at your desk. The format allows you to take as many
notes as you’d like, and you’ll find a collection of links to other helpful materials throughout the slides. Hold onto this deck!
Each unit contains these components:
Objectives: What you should be able to do by the end of the unit
What you need to know: The main take-aways for the unit; reminders for the future
A little context: Tips or guidelines for success in using this part of the system
Illustrations: Labeled screenshots or informational graphics
Don’t Forget
 The system is very flexible and allows you to perform many tasks in multiple ways. Note the ways that you think will be most convenient for your work
style.
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Class Information
Format and Tools

• Training Database
• Hands-on Exercises
• Presentation Slides
• Customer Success Center
• Questions/Parking Lots
• Class Survey

Training Database
Training Database URL:

https://medtronic-
sb.pvcloud.com/planview/login/bo
Enterprise One – Portfolio and Resource Management
dy.aspx?manual=y
Database: medsandbox3
User name: Your Medtronic User ID
Password: train

Class Agenda and Topics
Section Topics
• Introductions • Layout and Navigation
Opening • Product Overview
• Project Information • Execution and Tracking
• Governance and Lifecycles • Risks, Issues
Work • Planning and Scheduling • Closure
• Financial Planning • Other Planned Work
• Overview of Resources Menu and • RMA – View and Fill Requirements
Resource View • Ongoing Resource Review and
• Resource Portfolios Management (Approvals)
Resources • Resource Assignment Types • Work Menu for Resource Review and
• Resource Management and Assignments Management
(RMA)
• Additional Learning • Survey
Next Steps • Questions/Parking Lot

Trainer Introductions
Michael Moulden
Training Consultant
trainingrequests@planview.com
Michael Moulden has been a Training Consultant with Planview for over 8 years. Before that
Michael was a Senior IT Project Manager responsible for the delivery of training, tools, new
processes and strategic alignments with the Global Project Management Office on the Strategy
and Planning Team with Citi Global Consumer Group.
Michael has over 30+ years of experience in the Information Technology including over 16+
years in Project Management.

Class Introductions
Introduction Questions
• What is your name?
• What is your experience

with Enterprise One?
• What are some of your goals
Hello My Name Is for this class?

• Tell us something interesting
about yourself.

Product Overview
Enterprise One – Portfolio and Resource
Management

Glossary of Terms
Word Definition
Lifecycle The steps for completing work in Enterprise One. Each step is assigned to a person or team to complete.
Outcome The output of work, which can be any combination of products, services, applications, technology, assets, facilities.
Planning The menu used for investment and capacity planning; the first steps of setting up work.
Portfolio Grouping of information (work, resources, etc.) that YOU are responsible for or want to see.
Program Strategic initiatives with associated costs, revenue, and budgets.
A type of “Work” that has a defined start and finish, defined scope, and planned resources. All projects are Work, but
Project not all Work consists of projects.
Resources Something or someone assigned to work.
Strategies Work, initiatives, programs, and/or objectives designed to achieve a major or overall organizational goal.
Work Projects, planned and unplanned work, maintenance activities, business as usual work, etc.
© 2020 PLANVIEW, INC. // CONFIDENTIAL // 10 CSC Glossary

Layout and Navigation
Enterprise One – Portfolio and Resource
Management

My Overview
The My Overview menu lets you see what actions you need to perform on the system and provides an easy way to see your assignments.
Don’t Forget
 To use the Favorite Portfolio Analysis tile, you need to mark portfolios as favorites.
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My Overview

CSC My Overview
My Account
From My Account you can:
• Check your preferences for how you view information (date and duration format, currency, etc.)
• Set which types of notifications you want to see onscreen or receive emails about
• See who you are signed in as and review your user attributes (your Resource View)
• Check your security options (grants) (see next chapter)
• Delegate lifecycle steps assigned to you to another user
• Access the Help system

• Sign out
Don’t Forget
 Users with an Update button on their Resource View screen can update their resource information.
 If what you see doesn’t look the same as a coworker’s screen, check your display preferences.
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My Account

My Account Preferences: General
© 2020 PLANVIEW, INC. // CONFIDENTIAL // 16 CSC Setting General Preferences

My Account Preferences: Resources

My Account Preferences: Financial and Investment Planning

My Account: Notification Settings
Medtronic notifications will be turned off.

Security: Grants
Grant settings allow you access to data in the system. Read-only grants let you view information, but not change it. Read/write grants allow
you to make changes. Grants apply to different types of data, like work, resources, strategic programs, or outcomes. For example, you may
have access only to your department’s work and your team’s resources.
In some circumstances you may be able to give grants to information to others.
Don’t Forget
 If single sign-on is in use, you may need to change your password on that system rather than Portfolio and Resource Management.
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My Account: Grants Menu
© 2020 PLANVIEW, INC. // CONFIDENTIAL // 21 CSC Working with Grants (Overview)

Navigational Search
The Search box at the top of the Portfolio and Resource Management screen finds entities (Work, Resources, Requests, Strategies, etc.)
containing the combination of letters/numbers typed in. You can use * before the string to find items with the search string after or any other
combination.
Action menus for each search result let you access relevant screens or perform common actions.
Search results are determined by your grants.
Don’t Forget
 The Search box is an entity navigational search. It is meant to help you find the primary pages for work or resources fast and take you to the most
common pages for those entities. It will not search every field in the system.
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Navigational Search

Work Part 1: Planning
Managing Projects Training Class
Planview Enterprise One™ – Portfolio and Resource Management

Release 18

Work Agenda and Objectives
Topic Objectives
Part 1: Work Planning
Understand the initial work planning process.
New Work • Create a new work item from the +New dropdown or from the Work menu.
Lifecycles • Review the work lifecycle and explain its parts.
• Familiarize yourself with the general navigation and functionality of the Work and Assignments
Work and Assignments – Introduction screen.
• Use Work and Assignments, Schedule View to review, update, and manage the work schedule.
Work and Assignments – Schedule View
Work and Assignments – Schedule and • Use Work and Assignments, Schedule and Assignments View to review, update, and manage
Assignments View work assignments.
Work and Assignments – Backlog/Schedule • Use Work and Assignments, Schedule and Backlog View to manage iterative work, such as
and Backlog Views action items stories or cards.
• Use the Work View screen to review and maintain information about your work.
Work View

Topic Objectives
• Use the Financial Planning Detail screen to enter and manage financial information about your
Financial Planning Detail work.
• Use the work baseline functionality to take snapshots of the work’s schedule and effort
Baseline the Work assignment at specific points in time.
Part 2: Schedule Management

Understand how the work execution and tracking process works.
Work and Assignments – Resources and • Use the Resource and Assignments view on the Work and Assignments screen to review and
Assignments View manage the resources assigned to a work schedule.
• Use the Schedule and Assignments view on the Work and Assignments screen and the Work
Progressing View screen to examine the work schedule and assignments before and after progressing.
Changes, Risks, and Issues (CRIs) • Record any work risks or issues and create change requests when needed.
Work Closure • Mark work as closed/complete.
Dependencies between Work Items • Connect work that is dependent on other work for investment purposes.
(Investments)

Solution Map: Work Capability
Investment & Capacity Planning
Demand Execution
Project Financial Management
Work/Project Planning & Execution &

Closure
Information Scheduling Tracking
Changes, Risks
& Issues
Resource
Information
Resource
Resource Management Timesheets
Availability

Solution Capability Map: Planning & Scheduling
Planning & Scheduling

Define Work Determine Approve

Breakdown Durations & Plan Resources for Baseline Schedule Assign Resources
Structure Relationships Execution
Solution Capability Map: Planning &

© 2020 PLANVIEW, INC. // CONFIDENTIAL // 28 CSC
Scheduling
Glossary of Work Terms
Word Definition
Lifecycle Workflow of a project, from initiation to closure
Effort Work performed by a resource
Demand Effort requested for a particular piece of work
Resource
The people who are assigned to work for all or part of a project/work item
Assignment
Organizational
The role a resource plays in the system: project manager, IT analyst, contractor
Resource
Schedule The tasks needed to complete work. Also called Work Breakdown Structure or Work Structure
Work Projects or other activities that resources report time/effort to
© 2020 PLANVIEW, INC. // CONFIDENTIAL // 29 CSC PRM Glossary

Work Planning and Execution
Overview
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New Work
Work

New Work
If you have the responsibility of creating new work, you can do so from:
• The +New dropdown at the top of any screen
• The +New Work link on the Work menu
In some workflows, new work can also be initiated from a request or a strategic program.
To create new work, you first complete a Basic Info screen, then at least one additional screen, depending on workflow. This collects the data
needed for any item of work.
The Basic Info section of the New Work screen is used (at a minimum) to determine the name of the work, where in the work hierarchy the
new work will go, and what type of work it is. This information can later be found in the Work View.
Don’t Forget
 The Work Type selection determines the lifecycle for the work. It should not be changed once the work is initiated.
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New Work
© 2020 PLANVIEW, INC. // CONFIDENTIAL // 33 CSC Creating Work

Lifecycles
Work

Lifecycles
Lifecycles are the key steps from your work process flow, automated in Planview Enterprise One – Portfolio and Resource Management. The
lifecycle role and responsibility are defined for each step; this is who is expected to complete a step when filling a role within the system, not
the person’s primary job title.
Access work lifecycles from a tab on the Work View screen. You can also access the lifecycle by clicking the icon in View Lifecyle columns in
tiles, such as Active Lifecycle Steps.
On the lifecycle diagram:
• The active lifecycle step is highlighted.
• Icons allow you to determine the status of each step
Don’t Forget
 Sharing portfolios allows for effective collaboration. When resources are shared as part of a portfolio, you will still need the appropriate
grants/permissions to access or make updates to the resource attributes.
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Lifecycle Overview
Available on My Overview and
Work View
Execute the
Green = < 2 days Email user
assigned step
Yellow = 2-7 days
Red = > 7 days
Access Lifecycle View from:
Work Menu> Work>Project
Name>Work View>Lifecycle
Work and Assignments – Introduction
Work

Work and Assignments – Introduction
The Work and Assignments screen allows you to review, create, update, and manage the schedule for a work item. Schedules can include
tasks, activities, milestones, resource assignments, and action items.
There are multiple views:
• Schedule: the work schedule
• Schedule and Assignments: the work schedule and associated resource assignments
• Resources and Assignments: the resources and their assigned schedule line items
Don’t Forget
 Your ability to review or change the information on this screen depends on your user grants/permissions.
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Work and Assignments Overview
Some of the original tasks, activities, and milestones may have come from the template selected when the work was created. Others may
have been added to support the work that you are doing.
Upon review, you can update or delete tasks, activities, or milestones to reflect the current work schedule.
You can build out the schedule using by defining the duration and relationships among the tasks and activities.
Don’t Forget
 Portfolio and Resource Management is a duration-based schedule. It uses the defined durations and relationships of the tasks, activities, and milestones
to determine the schedule start and finish dates for each schedule line item.
 If you change the Schedule Start or Schedule Finish date, the system thinks that there is something important about that date and will set a constraint to
“hold that date”. You may or may not want to remove the constraint.
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Access Work and Assignments

CSC Work and Assignments Screen Basics (Introduction)
Work and Assignments – Schedule
View
Work

Work and Assignments - Navigation
From the Work and Assignments screen you can: Action Menus are used throughout the system. The action menu, on
• Adjust the Display preferences using the button for: this screen, is a list of the actions you can perform or options you can
select.
• Effort profile period settings (General tab)
• Appearance and content of the Gantt chart (Gantt tab) Time Now is a date that is advanced forward by the Progressing
Engine. No work can be scheduled prior to Time Now.
• Types of effort and how utilization is displayed (Effort tab)
The Schedule Start date for the work is based on either Time Now or
• Select other Views of your data (discussed later)
the Requested Start date, whichever is further into the future.
• Mark work as a Favorite
• Select and create column sets for analyzing data
• Use action menus to review or modify lines of data
Don’t Forget
 Schedule adjustments are done throughout the management of the work.
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Work and Assignments – Tasks and Schedule Details
Action menus let you:
• Insert, delete, cut, indent/outdent, copy, and paste lines in the structure
• Create relationships (this depends on your methodology—Agile/Lean, Waterfall/Stage Gate, etc.)
• Go to the Work Detail page to change information entered when creating the work
• Column sets let you manage different attributes and data elements of your schedule
• On each schedule line you can:
• Modify or add durations
• Edit or add dates
• Modify relationships
• Click the Schedule button to apply the relationship definitions that you have added to your schedule (constraints, lag/lead, etc.)
Don’t Forget
 The start date can come from: time now, the requested date in basic info section, the relationships between preceding tasks and activities, or from
constraints.
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Work and Assignments – Schedule View

CSC Work and Assignments Screen Elements
Work and Assignments – Schedule and
Assignments View
Work

Work and Assignments – Schedule and Assignments View
Different resource assignment types are available to help plan work. Reserves schedule and generate demand for specific named resources.
However, using these various resource assignments can be optional. Reserves “soft book” a resource, so that others know you want to use them, and
Resources aren’t always people. They can be tools, production lines, labs, the work gets on the resource’s schedule.
etc. Use reserves for short-range planning, within 2-3 months.
Resource Assignment Types: Use reserves to assign resources to ongoing support or maintenance types of
work.
Requirements schedule and demand for labor effort and cost.
Dates for reserves are static; they don’t change if the work schedule dates change.
Requirements don’t request a specific named resource; instead they are for
organizational resources (OrgRes). Allocations book named resources and generate demand.
Requirements are used for long-range or future planning. Use allocations for the current working plan, in the near future.
Dates on requirements will move as schedule dates change. Allocations apply to a specific task, and dates move with the task.
Allocating resources enables them to report time to that work on their timesheets.
Don’t Forget
 Make sure that reserves and allocations are associated to a requirement when appropriate. Otherwise, the system will see these as two unique resource
assignments, potentially inflating your effort and cost estimates.
 An allocation must be in an approved state to be available for time reporting on a timesheet.
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Work and Assignments – Schedule and Assignments View
Authorizations allow resources to track time to the work. Standard Activities are not work-related activities. Examples are
payroll/HR activities (vacation, PTO, sick, others).
Authorizations do not generate resource demand, so you may need
to create corresponding reserves. Standard activities apply to a specific named resource.
Authorizations are flexible, in that they can be made at any level of They can be used for reporting time.
the work schedule (including the top level), and they can be for Standard Activities can also be used to block time in the future for
individuals or groups of resources. when a resource won’t be available. This impacts the resource’s
Authorizations make work available on resources’ timesheets. capacity by decreasing their availability for work assignments.
Don’t Forget
 Authorizations do not generate demand.
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Resource Assignment Types
Note: Resource allocation has been configured at an
ITMU group level perspective, not individual names.
architecture
spigit strategy
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ppm pro
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Work and Assignments – Schedule and Assignments


CSC Work and Assignments Screen Elements
Resource Assignment States


Work View
Work

Work View
The information on the Work View screen allows you to focus on and drill down into the work details using tabs and tiles.
Tiles in the Work View include Work Detail, which shows the Basic Info and any other attributes you added when you created the work, and
potentially links to other detail screens. Additional tiles provide reports of data related to the work.
Tiles can support in the analysis of work by providing details, count summaries, breakdowns, and reports. The Work Detail tile is an example
of this; it brings together a variety of attributes, information, and links to additional detail screens into one screen.
Tabs serve various purposes. Some are shortcuts to additional information screens, show dependencies, work associations, and/or a status
report.
Action menus on the Work View take you to other screens or allow you perform actions.
Don’t Forget
 If you return to the Work View screen and are not seeing the desired tile ribbon, check the active tab. The tile ribbon is on the overview.
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Work View Overview

CSC About the Work View Screen
Financial Planning Detail
Work

Financial Planning Detail
The purpose of the Financial Planning Detail screen is to record all monetary aspects of work:
• Labor
• Costs
• Expenses
• Benefits/revenues (if used)
Financial versions can serve as financial snapshots for your work. Often when there are approval steps in the work’s lifecycle, a version is
created to serve as the latest approved budget or baseline for the work. Additional versions may be created monthly for enterprise financial
management.
Don’t Forget
 Before you get ready to make any updates or changes to the Financial Planning Detail screen, be sure that you are on the correct Version.
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Financial Planning Detail Overview

CSC Financial Planning Detail Screen Basics
Baseline the Work
Work

Baseline the Work
Schedule baselines are often taken as directed by the governance of the workflow, but ad-hoc baselines can also be taken from the Work and
Assignments screen. Governance or lifecycle baselines are usually created upon approval to move forward with the schedule and resource
assignments. Additional baselines may be created to work through a “what-if” scenario or record a “before” snapshot.
There can be only one active baseline at a time. The baseline marked at “active” is used for analytics and is on the Gantt chart.
You can restore to a baseline. For example, you can take a “before” baseline then make some changes to the schedule and/or resource
assignments to see what effect a potential change could make. You can even take a baseline of this potential schedule. After reviewing the
changes, you can then restore to the previous-state ”before” baseline. If later, the potential schedule is what you will want to use going
forward, you can restore to that baseline.
Don’t Forget
 There must be an active baseline for some analytic tools to work properly.
 When you “compare” to a baseline, you are comparing the selected baseline and the schedule that is currently displayed on the Work and Assignments screen.
 Think carefully before you restore your schedule to a baseline schedule. You might lose adjustments to the schedule activities, dates, action items, and resource assignments that have been made
by you or the progressing process, since that baseline was taken.
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 If you have restored the schedule to a baselined schedule, press the Schedule button.
Schedule Baseline Overview

CSC Managing Baselines for a Work Item (Overview)
Work Portfolio View
Work

Work Portfolio View
You can create as many work portfolios as you want, to group your work by criteria relevant to you. You can also share portfolios with other users.
The Portfolio View screen includes action menus that let you work with the entire portfolio (edit, delete, export, etc.). It also has tiles that show information
about the selected work. The Portfolio Manager tile contains:
• The list of relevant work/projects
• Action menus for each item of work that let you navigate to other work screens and perform other common actions
• Columns of information, determined by the column set selection
• Tree, list, and group controls that let you change the focus of the listed work
• A summarization control that lets you turn summarization of financial information on or off
• A ribbon of tiles that provide information on the portfolio items or display reports
• A filter box that lets you narrow down the list of work displayed
Don’t Forget
 When reviewing or summarizing financial data, be sure to check for the correct financial version.
 Sharing portfolios is helpful; it allows for effective collaboration. When work is shared as part of a portfolio, you will still need the appropriate
grants/permissions to access of make updates to the details of the work.
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Work Portfolio View Overview

CSC Work Portfolio View Screen Basics
Work Part 2: Schedule Management
Planview Enterprise One™ – Portfolio and Resource Management

Release 18

Topic Objectives
Part 2: Schedule Management
Understand how the work execution and tracking process works.
Work and Assignments – Resources and • Use the Resource and Assignments view on the Work and Assignments screen to review and
Assignments View manage the resources assigned to a work schedule.
• Use the Schedule and Assignments view on the Work and Assignments screen and the Work
Progressing View screen to examine the work schedule and assignments before and after progressing.
Changes, Risks, and Issues (CRIs) • Record any work risks or issues and create change requests when needed.
Work Closure • Mark work as closed/complete.
Dependencies between Work Items • Connect work that is dependent on other work for investment purposes.
(Investments)

Solution Map: Work Capability

Solution Capability Map: Execution and Tracking
Execution and Tracking
Solution Capability Map: Execution and

CSC
Tracking
Glossary of Work Terms
Word Definition
Lifecycle Workflow of a project, from initiation to closure
Effort Work performed by a resource
Demand Effort requested for a particular piece of work
Resource
The people who are assigned to work for all or part of a project/work item
Assignment
Organizational
The role a resource plays in the system: project manager, IT analyst, contractor
Resource
Schedule The tasks needed to complete work. Also called Work Breakdown Structure or Work Structure
Work Projects or other activities that resources report time/effort to
© 2020 PLANVIEW, INC. // CONFIDENTIAL // 67 CSC PRM Glossary

Work Planning and Execution
architecture
spigit strategy
it
plan
projects a little
context
ideation leankit
ctm
SAFe
reports
portfolio risk
work
ppm pro
resources
kanban

Work and Assignments – Resources
and Assignments View
Work

Work and Assignments – Resources and Assignments View
The Resources and Assignments view allows you to change your focus of the schedule to look at all the assigned resources and what work
they are assigned to. Use it to update assignments and the resource schedule. This view is particularly helpful in preparing for conversations
with resource management.
Change the display preferences to add a bar or a heat map color to give you a visual clue as to how busy the resources are in and outside of
your work.
The action menu for a resource:
Provides access to a Resource Management and Assignments screen for that resource, for detailed analysis.
Allows you to quickly access the Resource View screen, to show how the resource is defined in the system.
Allows you to substitute another resource for this one. This is useful if you need to move someone off one assignment to another, or you need
someone else to continue with the work.
Don’t Forget
 Requirements are not displayed in this view, because they are for organizational resources, not named resources.
 Making changes requires communication with others who are affected by the change.
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Resources and Assignments View

CSC Work and Assignments Screen Basics (Introduction)
Progressing
Work

Progressing
Preparation for Progressing
Progressing is an action that runs and affects your schedule. Details
Review in-flight tasks and activities for the schedule and the resources.
will differ depending on the progressing engine settings. Make note
of this information: • If anything is not started, adjust the dates and relationships.
• If the resourcing is a planning type of assignment (requirement or a reserve),
1. When does the progressing engine run? do you still need them?
2. When is the day after progressing? For work that is started according to the schedule, check that it has really started,
then check for timesheets for current allocations and authorizations
3. Will things move in the schedule as a result of progressing?
• Use the Work View screen and review tiles that tell you this information.
For milestones or other work that does not get time reported, assign percent
complete status or manually enter finish dates.
Don’t Forget
 Milestones can only be manually statused at 100%.
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Progressing
After Progressing
Use the Work View screen to review the Updated by Progressing Engine tile.
Looking at the schedule, filter by the status of Assumed Completed. Determine whether any work in this status is actually complete or not.
If an Assumed Completed item is complete, mark the status according to your process.
If the work is not complete, set it to an active status and adjust the schedule and assignments.
Don’t Forget
 Milestones can only be manually statused at 100%.
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Schedule View: Assumed Completed Status

Changes, Risks, and Issues (CRIs)
Work

Changes, Risks, and Issues
Usually all the CRI types are used, though in some organizations, a subset may be used for a time. Each can be transferred to another or moved between
work items or projects. They are visible from:
• Column sets
• Work View tabs
• Tiles on the ribbons of selected projects or portfolios
Risks are typically anything that threatens or limits the ability of work to achieve its goal and meet its objectives or has an impact on the production of work
deliverables.
Issues are unplanned events of potential significance, often resulting from the occurrence of a risk.
Changes to work can affect the cost, schedule, quality, or scope. Change management is the process whereby changes to work are formally introduced and
approved. It is the practice of evaluating, controlling, and approving important changes made during ongoing work and ensuring that all project resources
are aware of the changes that affect them.
Don’t Forget
 In some configurations, creating a CRI will kick off a lifecycle.
 If you transfer or close a CRI, it is no longer “active” and won’t show up on the Active tiles. It is still there, but you need to use the other tiles, tabs, or
screens to review.
 If you start a CRI using the +New button, you will be required to specify which work item it is for.
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Changes, Risks, and Issues Overview

CSC Changes, Risks, and Issues (CRIs)
Change Detail
CSC Change Detail Screen, Risk Detail Screen, and Issue

Detail Screen Basics
Work Closure
Work

Work Closure
When work, or any line in the work schedule is marked as Completed, it is no longer active. Its children (activities and tasks) are also
considered completed.
There are no scheduled resource assignments on completed items.
To keep work “active” in the system, use the Assumed Completed status or another preparation for closure status. This allows resources to
finish reporting time and for work management to make any needed adjustments. This state often lasts a few weeks.
Don’t Forget
 Once an item is completed, you may or may not have the grants/permissions to open it back up.
 Once work is marked completed, resources can no longer add it to their timesheet for reporting time. If it’s already on the timesheet, the system can
handle additional entries.
 The Assumed Completed status is set by the system.
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Mark Work Completed

CSC Closing Work or Canceling Work
Next Steps
Planview Enterprise One – Portfolio and Resource Management release

18

Learning Roadmap
☑Foundational Learning ☑Training Classes
• Introductory learning to familiarize you • Your Planview Training Consultant has
with basic screens and navigation in provided a class covering broad subject
Enterprise One – Portfolio and Resource areas and introducing general concepts
Management. around Enterprise One – Portfolio and
• Getting Started Webinar and/or curriculum Resource Management.
in the Training Academy.
☐ Self-paced Learning ☐ Additional Classes

• Return to the Training Academy to dive • Please review our learning paths and
deeper into what you just learned, fill in course catalog for continued learning:
any gaps you may have missed, download • Portfolio and Resource Management
helpful job aids, and explore other topics. Training Center
• Links to specific topics are located on the
following pages.

Customer Success Center – Layout and Navigation
Training Academy Enterprise One Help
The Planview Training Academy is an online learning Product help pages can be browsed through, and
portal to aid you in mastering tasks you need to do. searched on, the Planview Customer Success Center
Courses and content are laid out in the order you (CSC). Product help provides all the details you need
need to learn. Printable Job Aids are included, where for a variety of use cases, as well as administrative
applicable. settings and other in-depth information.
Relevant courses include: Links from the Portfolio and Resource Management
Getting Started Curriculum Fundamentals area take you to help content
organized by topic.
• Concepts and Navigation

Customer Success Center – Work
The Planview Training Academy is an online learning Product help pages can be browsed through, and
portal to aid you in mastering tasks you need to do. searched on, the Planview Customer Success Center
Courses and content are laid out in the order you (CSC). Product help provides all the details you need
need to learn. Printable Job Aids are included, where for a variety of use cases, as well as administrative
applicable. settings and other in-depth information.
Relevant courses include: Links from the Projects and Work area take you to
Getting Started Curriculum help content organized by topic.
• Project and Work Management (excluding
Requests)
Work Management Curriculum

• Project/Work Management (excluding Requests)

Customer Success Center – Ad-hoc Analysis
The Planview Training Academy is an Product help pages can be browsed
online learning portal to aid you in through, and searched on, the
mastering tasks you need to do. Planview Customer Success Center
Courses and content are laid out in the (CSC). Product help provides all the
order you need to learn. Printable Job details you need for a variety of use
Aids are included, where applicable. cases, as well as administrative settings
and other in-depth information.
Relevant courses include:
Getting Started Curriculum Links from the Ad-hoc Analysis and
Power BI areas take you to help
• Analytics and Reporting content organized by topic.

Class Survey
THANK YOU FOR ATTENDING THE TRAINING CLASS
We strive to provide high-quality training and would appreciate your feedback.

Below is a link to our Post-Training Survey, which should take approximately 5
minutes to complete.
www.bit.ly/PlanviewSurvey
Thank You!
This concludes the training
trainingrequests@planview.com

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Managing Projects

Planview Enterprise One™ – Portfolio

© 2020 PLANVIEW, INC. // CONFIDENTIAL // 1

Web: www.planview.com • success.planview.com

Customer Care: support.planview.com

U.S. Service Center

Phone: 512-346-8460 • Fax: 512-346-9180

European Service Center

Phone: ++49-721-9597-262 • Fax: ++49-721-9597-222

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Format and Tools

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Training Database URL:

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• What is your experience

Hello My Name Is for this class?

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Program Strategic initiatives with associated costs, revenue, and budgets.

Resources Something or someone assigned to work.

© 2020 PLANVIEW, INC. // CONFIDENTIAL // 10 CSC Glossary

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• Check your security options (grants) (see next chapter)

• Delegate lifecycle steps assigned to you to another user

• Access the Help system

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© 2020 PLANVIEW, INC. // CONFIDENTIAL // 16 CSC Setting General Preferences

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Medtronic notifications will be turned off.

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© 2020 PLANVIEW, INC. // CONFIDENTIAL // 21 CSC Working with Grants (Overview)

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Planview Enterprise One™ – Portfolio and Resource Management

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Lifecycles • Review the work lifecycle and explain its parts.

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Part 2: Schedule Management

Work Closure • Mark work as closed/complete.

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Project Financial Management

Work/Project Planning & Execution &

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Planning & Scheduling

Define Work Determine Approve

Solution Capability Map: Planning &

Effort Work performed by a resource

Demand Effort requested for a particular piece of work

Work Projects or other activities that resources report time/effort to

© 2020 PLANVIEW, INC. // CONFIDENTIAL // 29 CSC PRM Glossary

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• The +New Work link on the Work menu

© 2020 PLANVIEW, INC. // CONFIDENTIAL // 33 CSC Creating Work

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• Icons allow you to determine the status of each step

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