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Planview Enterprise One – PRM Video Library
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Resource Management
Navigating the Resource Managment and Assignments Screen
For release 18 and Continuous Cloud: This training video overview explains how to use work with resource assignments and manage resources in Planview Enterprise One - Portfolio and Resource Management.
Feb-12-2020
Navigate the Work and Assignments Screen, release 17
Overview of using the main work management screen to build, manage, and review one or more projects, along with the associated resource demand or assignments.
May-27-2019
Create Requirements
Creating resource requirements to be filled by a resource manager.
May-27-2019
Fill Requirements Directly
Filling requirements from the Resource Management and Assignments screen or the Requirements to Fill tile.
May-27-2019
Approve Resource Assignment Requests
The process for approving requested reserves and requirements.
May-27-2019
Manage Over and Under Utilized Resources
Two ways of ensuring that resources are have a good amount of work assigned to them.
May-27-2019
Authorizations
This training video demonstrates how to use the authorization assignment type in Planview Enterprise One - Portfolio and Resource Management.
Mar-03-2020
Assign Multiple Reserves and Requirements
Creating more than one reserve or requirement at a time.
May-27-2019
Over Allocated Reserves
Dealing with resources who are reserved for more effort than they will be able to perform.
May-27-2019
Standard Activities
This training video explains how to add and remove a standard activity for a resource in Planview Enterprise One - Portfolio and Resource Management.
Mar-26-2020
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