Planview Enterprise One – PRM Video Library

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Manage the Ribbon (PRM)

Managing the selection and order of tiles displayed on the ribbon.

Related Videos

Introducing the application by exploring menus, ribbons and tiles, and the navigational search field.

Copy of Navigating Portfolio and Resource Management (PRM)

Selecting menus for negativing to specific parts of the system.

Using Menus

Using the My Scheduled Assignments tile to view your upcoming work schedule.

My Scheduled Assignments

Selecting items to include in portfolios, etc., using the Data Picker.

Using the Data Picker

High-level introduction to all aspects of the system, for release 16 and up.

Overview of the Portfolio and Resource Management Application, release 16

Detailed information on working with portfolios of system components (work, resources, strategies, etc.)

Overview of Managing Portfolios

High-level introduction to all aspects of the system, for release 15.

Overview of the Portfolio and Resource Management Application, release 15

Introducing the application by exploring menus, ribbons and tiles, and the navigational search field.

Navigating Portfolio and Resource Management (PRM)

Setting preferences so that the appearance of the system matches how you work.

Working with Preferences

How grants (permissions) affect your ability to work with different system entities.

Working with Grants

Using column sets to view data in ways you prefer.

Use and Edit Column Sets (RPM)

Overview of using the main work management screen to build, manage, and review one or more projects, alon...

Navigate the Work and Assignments Screen, release 17