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PLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. ODATA ACCESS FOR PLANVIEW ENTERPRISE ONE Recommended articles. Tiles Explains how to use tiles and describes the different types of tiles.; Tile Management Screen Basics Describes the Tile Management screen, which lists all predefined, configurable, and customized tiles available for use in your environment and the rib; Tile Management Screen Action Menu Options Describes the options available on the Tile Management screen's WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. QUICK REFERENCE GUIDE Quick Reference Guide. There are several features available through your LeanKit cards, many of which display on the face of the card, as shown below. Many of these features can be set from within the card details (shown in the images below) by clicking on the face of the card to access the card details. Some may also be set byright-clicking
ODATA SETUP
Identifying Data Fields; Accessing Data: All tools EXCEPT Tableau; Accessing Data: Tableau 10.0.1 + Trouble Shooting & Tips; To get the most value out of the data that your organization generates and consumes inside of PPM Pro every day, PPM Pro supports an “Open Data Protocol” or “OData” feed. With robust coverage of database-level fields, this mechanism will facilitate reporting and POWER BI - PLANVIEW CUSTOMER SUCCESS CENTER Power BI is a business intelligence data visualization tool from Microsoft, which can be used to explore specific types of Planview Spigit data. It allows non-technical end users in your organization to create analytics by themselves, without the need for technical report development skills or a technical understanding of the data structure. EXPORTING REPORT DATA Exporting Capacity and Demand Screen Data. All custom reports can be exported to the following file formats: CSV. Excel. Note: Gantt charts can be exported to PDF. When you export to CSV or Excel, you are presented with a standard File Download dialog, where you can export and open the file, or save the file. If you click Save you can browseto
PRODUCTION READINESS CHECKLIST TEMPLATE About the Document. This Production Readiness Checklist template (in MS/Excel format), meant for implementations of (or changes to) software or infrastructure, can be downloaded, modified, and used as needed.. Before the product of a project is implemented to a live environment, it is important to make sure that the solution is fullyready.
USE PROJECTPLACE WITH MICROSOFT TEAMS Enable Microsoft Teams for the Account . To allow Projectplace to send notifications to Microsoft Teams: Click the tool selector in the top navigation bar and select Account Administration.; On the Overview tab, click the More menu and select the Third party software data access option.. In the window that appears, find the Third party software data access section and click the toggle to the CALENDAR, TIME, AND THE PLANNING HORIZON Recommended articles. Calendar, Time, and the Planning Horizon This article discusses planning horizons, which let your organization select a portfolio's time span.; Administer Data Mart and Reports This article describes how to maintain the data mart and on-demand reports.; Configurable Text This article goes over the administration of the configurable text functionality in Portfolio andPLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. ODATA ACCESS FOR PLANVIEW ENTERPRISE ONE Recommended articles. Tiles Explains how to use tiles and describes the different types of tiles.; Tile Management Screen Basics Describes the Tile Management screen, which lists all predefined, configurable, and customized tiles available for use in your environment and the rib; Tile Management Screen Action Menu Options Describes the options available on the Tile Management screen's WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. QUICK REFERENCE GUIDE Quick Reference Guide. There are several features available through your LeanKit cards, many of which display on the face of the card, as shown below. Many of these features can be set from within the card details (shown in the images below) by clicking on the face of the card to access the card details. Some may also be set byright-clicking
ODATA SETUP
Identifying Data Fields; Accessing Data: All tools EXCEPT Tableau; Accessing Data: Tableau 10.0.1 + Trouble Shooting & Tips; To get the most value out of the data that your organization generates and consumes inside of PPM Pro every day, PPM Pro supports an “Open Data Protocol” or “OData” feed. With robust coverage of database-level fields, this mechanism will facilitate reporting and POWER BI - PLANVIEW CUSTOMER SUCCESS CENTER Power BI is a business intelligence data visualization tool from Microsoft, which can be used to explore specific types of Planview Spigit data. It allows non-technical end users in your organization to create analytics by themselves, without the need for technical report development skills or a technical understanding of the data structure. EXPORTING REPORT DATA Exporting Capacity and Demand Screen Data. All custom reports can be exported to the following file formats: CSV. Excel. Note: Gantt charts can be exported to PDF. When you export to CSV or Excel, you are presented with a standard File Download dialog, where you can export and open the file, or save the file. If you click Save you can browseto
PRODUCTION READINESS CHECKLIST TEMPLATE About the Document. This Production Readiness Checklist template (in MS/Excel format), meant for implementations of (or changes to) software or infrastructure, can be downloaded, modified, and used as needed.. Before the product of a project is implemented to a live environment, it is important to make sure that the solution is fullyready.
USE PROJECTPLACE WITH MICROSOFT TEAMS Enable Microsoft Teams for the Account . To allow Projectplace to send notifications to Microsoft Teams: Click the tool selector in the top navigation bar and select Account Administration.; On the Overview tab, click the More menu and select the Third party software data access option.. In the window that appears, find the Third party software data access section and click the toggle to the CALENDAR, TIME, AND THE PLANNING HORIZON Recommended articles. Calendar, Time, and the Planning Horizon This article discusses planning horizons, which let your organization select a portfolio's time span.; Administer Data Mart and Reports This article describes how to maintain the data mart and on-demand reports.; Configurable Text This article goes over the administration of the configurable text functionality in Portfolio and APPLICATION PORTFOLIO MANAGEMENT SOFTWARE Consistently manage the health and cost of your application portfolio. Ensure your applications are available and secure. Use Planview’s application portfolio management solution to expose when underlying technology will be out of date and quickly identify what applications are at risk as a result of a newly discovered technologyvulnerability.
PLANVIEW COMPLIANCE
Planview Compliance. Planview adheres to stringent standards / regulations and undergoes independent validation of compliance. SOC 2 is an attestation report provided by a service auditor to provide controls assurance of an organization’s operational elements including security, availability confidentiality. CONTINUOUS IMPROVEMENT TOOLS AND TECHNIQUES Analyzing your current state as a group is a great way to energize people around change. Then, try these continuous improvement tools and techniques: Kanban, to help you visualize, manage, and optimize your workflows. A3s, to provide vision and structure to big-picture improvements. The PCDA Cycle, to systematically test hypotheses. JUNE 11, 2021 RELEASE NOTES OKRs. We added the ability for administrators to determine which OKR Levels are available when creating Objectives on an OKR board. For more information, see Determining OKR Levels. PROJECT PRIORITIZATION AND ALIGNMENT Oversee and highlight your project and portfolio value. Planview PPM Pro reports and dashboards enable you to monitor the life cycle of project requests and analyze how the project intake process is performing. Even better, you can share request process statistics and WORKING WITH THE REPORTS LIST (GRID) PAGE Other Languages (machine translation) AGILE PROJECT MANAGEMENT CHALLENGES Whether it's software, a marketing campaign or an internal project that affects the organization, becoming an effective Agile project team requires project managers to become champions of change to help their teams avoid common pitfalls. The most common challenges faced by Agile teams include: Honoring the new processes / procedures. WORKING WITH TIMESHEETS The Configure Timesheet Settings dialog appears. 1. Enter the number of expected work hours/day to calibrate the system to measure progress against your company's expected workday hours. This setting has no effect on company time calculations, but is used only for the progress indicators described below. CALENDAR, TIME, AND THE PLANNING HORIZON Recommended articles. Calendar, Time, and the Planning Horizon This article discusses planning horizons, which let your organization select a portfolio's time span.; Administer Data Mart and Reports This article describes how to maintain the data mart and on-demand reports.; Configurable Text This article goes over the administration of the configurable text functionality in Portfolio and CONFIGURE CARD TYPES Create a New Card Type. To create a new type of card, click Add Card Type on the Card Types tab of your Board Settings. Click to enlarge. From there, you can give the new card type a color and name. You can either choose from our 10 "LeanKit Designer Approved" colors, input a hex code, or click the color picker to choose any color you'd like. PLANVIEW PORTFOLIO MANAGEMENT AND WORK MANAGEMENT SOFTWARELOGBACKRESOURCE CENTEREVENT CENTERTHE PLANVIEW BLOGABOUT Planview portfolio management and work management solutions. Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter howthey work.
PROJECTPLACE PROJECT MANAGEMENT SOFTWARE with Projectplace Project Management software. By combining online team collaboration tools with powerful project management software, Projectplace provides everything you and your dispersed team needs to manage group projects and complete daily tasks. Start a free trial and see how easy it is to plan team projects, schedule tasks, collaboratePLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. SPIGIT IDEA & INNOVATION MANAGEMENT SOFTWARE Somewhere in the mind of an employee, partner, or customer is an idea that can radically transform your business. Spigit innovation management software enables you to easily uncover these ground-breaking ideas, manage them, and bring them to market withminimal
WHAT IS LEAN MANUFACTURING? What is Lean Manufacturing? The term Lean manufacturing refers to the application of Lean practices, principles, and tools to the development and manufacture of physical products. Many manufacturers are using Lean manufacturing principles to eliminate waste, optimize processes, cut costs, boost innovation, and reduce time to market in afast
AGILE METHODOLOGIES: A BEGINNER’S GUIDE To understand Agile methodologies, it helps to start with Agile itself. Agile Alliance defines Agile as “the ability to create and respond to change. It is a way of dealing with, and ultimately succeeding in, an uncertain and turbulent environment.”. This idea started in 2001, with the Agile Manifesto. WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. PROGRAM MANAGEMENT: THE KEY TO STRATEGIC EXECUTION According to Gartner, program management is the coordinated planning, management, and execution of multiple related projects that are directed toward the same strategic, business, or organizational objectives. Program management is more than a collection of similar projects or organizing projects under the same umbrella. WORKING WITH TIMESHEETS The Configure Timesheet Settings dialog appears. 1. Enter the number of expected work hours/day to calibrate the system to measure progress against your company's expected workday hours. This setting has no effect on company time calculations, but is used only for the progress indicators described below. EXPORTING REPORT DATA Exporting Capacity and Demand Screen Data. All custom reports can be exported to the following file formats: CSV. Excel. Note: Gantt charts can be exported to PDF. When you export to CSV or Excel, you are presented with a standard File Download dialog, where you can export and open the file, or save the file. If you click Save you can browseto
PLANVIEW PORTFOLIO MANAGEMENT AND WORK MANAGEMENT SOFTWARELOGBACKRESOURCE CENTEREVENT CENTERTHE PLANVIEW BLOGABOUT Planview portfolio management and work management solutions. Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter howthey work.
PROJECTPLACE PROJECT MANAGEMENT SOFTWARE with Projectplace Project Management software. By combining online team collaboration tools with powerful project management software, Projectplace provides everything you and your dispersed team needs to manage group projects and complete daily tasks. Start a free trial and see how easy it is to plan team projects, schedule tasks, collaboratePLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. SPIGIT IDEA & INNOVATION MANAGEMENT SOFTWARE Somewhere in the mind of an employee, partner, or customer is an idea that can radically transform your business. Spigit innovation management software enables you to easily uncover these ground-breaking ideas, manage them, and bring them to market withminimal
WHAT IS LEAN MANUFACTURING? What is Lean Manufacturing? The term Lean manufacturing refers to the application of Lean practices, principles, and tools to the development and manufacture of physical products. Many manufacturers are using Lean manufacturing principles to eliminate waste, optimize processes, cut costs, boost innovation, and reduce time to market in afast
AGILE METHODOLOGIES: A BEGINNER’S GUIDE To understand Agile methodologies, it helps to start with Agile itself. Agile Alliance defines Agile as “the ability to create and respond to change. It is a way of dealing with, and ultimately succeeding in, an uncertain and turbulent environment.”. This idea started in 2001, with the Agile Manifesto. WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. PROGRAM MANAGEMENT: THE KEY TO STRATEGIC EXECUTION According to Gartner, program management is the coordinated planning, management, and execution of multiple related projects that are directed toward the same strategic, business, or organizational objectives. Program management is more than a collection of similar projects or organizing projects under the same umbrella. WORKING WITH TIMESHEETS The Configure Timesheet Settings dialog appears. 1. Enter the number of expected work hours/day to calibrate the system to measure progress against your company's expected workday hours. This setting has no effect on company time calculations, but is used only for the progress indicators described below. EXPORTING REPORT DATA Exporting Capacity and Demand Screen Data. All custom reports can be exported to the following file formats: CSV. Excel. Note: Gantt charts can be exported to PDF. When you export to CSV or Excel, you are presented with a standard File Download dialog, where you can export and open the file, or save the file. If you click Save you can browseto
PRODUCT PORTFOLIO MANAGEMENT TRAINING Get your teams up to speed with product portfolio management training through e-learning, instructor led training classes, on demand videos,and more.
CONTINUOUS IMPROVEMENT TOOLS AND TECHNIQUES Analyzing your current state as a group is a great way to energize people around change. Then, try these continuous improvement tools and techniques: Kanban, to help you visualize, manage, and optimize your workflows. A3s, to provide vision and structure to big-picture improvements. The PCDA Cycle, to systematically test hypotheses. SPIGIT IDEA & INNOVATION MANAGEMENT SOFTWARE Somewhere in the mind of an employee, partner, or customer is an idea that can radically transform your business. Spigit innovation management software enables you to easily uncover these ground-breaking ideas, manage them, and bring them to market withminimal
PLANVIEW CUSTOMER SUCCESS CENTER Welcome to the Planview Customer Success Center! Login using your corporate email address. Planview customers can self-register here at any time with a valid email.. You can find Frequently Asked Questions here. If you are unable to access the site, please reach out to SuccessCenter@planview.com for additional support. *Projectplace, PPM Pro, LeanKit, and Spigit users can access online help A3 PROCESS AND PROBLEM SOLVING The A3 process is a problem solving tool Toyota developed to foster learning, collaboration, and personal growth in employees. The term “A3” is derived from the particular size of paper used to outline ideas, plans, and goals throughout the A3 process (A3 paper is also known as 11” x 17” or B-sized paper). PROGRAM MANAGEMENT: THE KEY TO STRATEGIC EXECUTION According to Gartner, program management is the coordinated planning, management, and execution of multiple related projects that are directed toward the same strategic, business, or organizational objectives. Program management is more than a collection of similar projects or organizing projects under the same umbrella. WORKING WITH THE DASHBOARDS LIST (GRID) PAGE Other Languages (machine translation)GETTING STARTED
Getting Started. New to PPM Pro? Read This First Online Help; System Requirements; Customer Care; Browsers and Multiple Users, Zooming; Changing your password WORKING WITH TIMESHEETS The Configure Timesheet Settings dialog appears. 1. Enter the number of expected work hours/day to calibrate the system to measure progress against your company's expected workday hours. This setting has no effect on company time calculations, but is used only for the progress indicators described below. TIMESHEET ENTRIES BY PROJECT-TASK-RESOURCE Other Languages (machine translation)PLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. ODATA ACCESS FOR PLANVIEW ENTERPRISE ONE Recommended articles. Tiles Explains how to use tiles and describes the different types of tiles.; Tile Management Screen Basics Describes the Tile Management screen, which lists all predefined, configurable, and customized tiles available for use in your environment and the rib; Tile Management Screen Action Menu Options Describes the options available on the Tile Management screen's WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. QUICK REFERENCE GUIDE Quick Reference Guide. There are several features available through your LeanKit cards, many of which display on the face of the card, as shown below. Many of these features can be set from within the card details (shown in the images below) by clicking on the face of the card to access the card details. Some may also be set byright-clicking
ODATA SETUP
Identifying Data Fields; Accessing Data: All tools EXCEPT Tableau; Accessing Data: Tableau 10.0.1 + Trouble Shooting & Tips; To get the most value out of the data that your organization generates and consumes inside of PPM Pro every day, PPM Pro supports an “Open Data Protocol” or “OData” feed. With robust coverage of database-level fields, this mechanism will facilitate reporting and POWER BI - PLANVIEW CUSTOMER SUCCESS CENTER Power BI is a business intelligence data visualization tool from Microsoft, which can be used to explore specific types of Planview Spigit data. It allows non-technical end users in your organization to create analytics by themselves, without the need for technical report development skills or a technical understanding of the data structure. EXPORTING REPORT DATA Exporting Capacity and Demand Screen Data. All custom reports can be exported to the following file formats: CSV. Excel. Note: Gantt charts can be exported to PDF. When you export to CSV or Excel, you are presented with a standard File Download dialog, where you can export and open the file, or save the file. If you click Save you can browseto
PRODUCTION READINESS CHECKLIST TEMPLATE About the Document. This Production Readiness Checklist template (in MS/Excel format), meant for implementations of (or changes to) software or infrastructure, can be downloaded, modified, and used as needed.. Before the product of a project is implemented to a live environment, it is important to make sure that the solution is fullyready.
USE PROJECTPLACE WITH MICROSOFT TEAMS Enable Microsoft Teams for the Account . To allow Projectplace to send notifications to Microsoft Teams: Click the tool selector in the top navigation bar and select Account Administration.; On the Overview tab, click the More menu and select the Third party software data access option.. In the window that appears, find the Third party software data access section and click the toggle to the CALENDAR, TIME, AND THE PLANNING HORIZON Recommended articles. Calendar, Time, and the Planning Horizon This article discusses planning horizons, which let your organization select a portfolio's time span.; Administer Data Mart and Reports This article describes how to maintain the data mart and on-demand reports.; Configurable Text This article goes over the administration of the configurable text functionality in Portfolio andPLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. ODATA ACCESS FOR PLANVIEW ENTERPRISE ONE Recommended articles. Tiles Explains how to use tiles and describes the different types of tiles.; Tile Management Screen Basics Describes the Tile Management screen, which lists all predefined, configurable, and customized tiles available for use in your environment and the rib; Tile Management Screen Action Menu Options Describes the options available on the Tile Management screen's WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. QUICK REFERENCE GUIDE Quick Reference Guide. There are several features available through your LeanKit cards, many of which display on the face of the card, as shown below. Many of these features can be set from within the card details (shown in the images below) by clicking on the face of the card to access the card details. Some may also be set byright-clicking
ODATA SETUP
Identifying Data Fields; Accessing Data: All tools EXCEPT Tableau; Accessing Data: Tableau 10.0.1 + Trouble Shooting & Tips; To get the most value out of the data that your organization generates and consumes inside of PPM Pro every day, PPM Pro supports an “Open Data Protocol” or “OData” feed. With robust coverage of database-level fields, this mechanism will facilitate reporting and POWER BI - PLANVIEW CUSTOMER SUCCESS CENTER Power BI is a business intelligence data visualization tool from Microsoft, which can be used to explore specific types of Planview Spigit data. It allows non-technical end users in your organization to create analytics by themselves, without the need for technical report development skills or a technical understanding of the data structure. EXPORTING REPORT DATA Exporting Capacity and Demand Screen Data. All custom reports can be exported to the following file formats: CSV. Excel. Note: Gantt charts can be exported to PDF. When you export to CSV or Excel, you are presented with a standard File Download dialog, where you can export and open the file, or save the file. If you click Save you can browseto
PRODUCTION READINESS CHECKLIST TEMPLATE About the Document. This Production Readiness Checklist template (in MS/Excel format), meant for implementations of (or changes to) software or infrastructure, can be downloaded, modified, and used as needed.. Before the product of a project is implemented to a live environment, it is important to make sure that the solution is fullyready.
USE PROJECTPLACE WITH MICROSOFT TEAMS Enable Microsoft Teams for the Account . To allow Projectplace to send notifications to Microsoft Teams: Click the tool selector in the top navigation bar and select Account Administration.; On the Overview tab, click the More menu and select the Third party software data access option.. In the window that appears, find the Third party software data access section and click the toggle to the CALENDAR, TIME, AND THE PLANNING HORIZON Recommended articles. Calendar, Time, and the Planning Horizon This article discusses planning horizons, which let your organization select a portfolio's time span.; Administer Data Mart and Reports This article describes how to maintain the data mart and on-demand reports.; Configurable Text This article goes over the administration of the configurable text functionality in Portfolio and APPLICATION PORTFOLIO MANAGEMENT SOFTWARE Consistently manage the health and cost of your application portfolio. Ensure your applications are available and secure. Use Planview’s application portfolio management solution to expose when underlying technology will be out of date and quickly identify what applications are at risk as a result of a newly discovered technologyvulnerability.
CONTINUOUS IMPROVEMENT TOOLS AND TECHNIQUES Analyzing your current state as a group is a great way to energize people around change. Then, try these continuous improvement tools and techniques: Kanban, to help you visualize, manage, and optimize your workflows. A3s, to provide vision and structure to big-picture improvements. The PCDA Cycle, to systematically test hypotheses.PLANVIEW COMPLIANCE
Planview Compliance. Planview adheres to stringent standards / regulations and undergoes independent validation of compliance. SOC 2 is an attestation report provided by a service auditor to provide controls assurance of an organization’s operational elements including security, availability confidentiality. PROJECT PRIORITIZATION AND ALIGNMENT Oversee and highlight your project and portfolio value. Planview PPM Pro reports and dashboards enable you to monitor the life cycle of project requests and analyze how the project intake process is performing. Even better, you can share request process statistics and JUNE 11, 2021 RELEASE NOTES OKRs. We added the ability for administrators to determine which OKR Levels are available when creating Objectives on an OKR board. For more information, see Determining OKR Levels. WORKING WITH THE REPORTS LIST (GRID) PAGE Other Languages (machine translation) AGILE PROJECT MANAGEMENT CHALLENGES Whether it's software, a marketing campaign or an internal project that affects the organization, becoming an effective Agile project team requires project managers to become champions of change to help their teams avoid common pitfalls. The most common challenges faced by Agile teams include: Honoring the new processes / procedures. WORK AND ASSIGNMENTS SCREEN BASICS Cookie Notice. Planview uses cookies to enhance your experience, to display customized content in accordance with your browser settings,and to
WORKING WITH TIMESHEETS The Configure Timesheet Settings dialog appears. 1. Enter the number of expected work hours/day to calibrate the system to measure progress against your company's expected workday hours. This setting has no effect on company time calculations, but is used only for the progress indicators described below. TIMESHEET ENTRIES BY PROJECT-TASK-RESOURCE Other Languages (machine translation) PLANVIEW PORTFOLIO MANAGEMENT AND WORK MANAGEMENT SOFTWARELOGBACKRESOURCE CENTEREVENT CENTERTHE PLANVIEW BLOGABOUT Planview portfolio management and work management solutions. Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter howthey work.
PLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. PROJECT INTAKE MANAGEMENT Learn how the project intake management capabilities in PPM Pro can help you manage demand and prioritize work. Easily manage work demand with a single Kanban-style entry point for all work requests, while differentiating with a custom project intake form per request type. Build project intake process best practices into each request workflow SOFTWARE FOR RESOURCE MANAGERS Planview software for resource managers optimizes resource capacity and improves resource utilization. Effectively allocate and reallocate resources when necessary to achieve the desired outcomes of your projects and deliver the value of your portfolios. With insight to both work and effort, Planview software helps you realize companystrategy
ABOUT TROUX
In 2015, Planview acquired Troux Technologies to advance the company’s work and resource management offering and enable COOs, CIOs, Enterprise Architects and other IT leaders to effectively manage the strategy and business of IT. Learn more about Troux Enterprise Architecture Software. HOME - PLANVIEW CUSTOMER SUCCESS CENTER The Planview Customer Success Center is the place for product help, best practices, e-learning, and more about Planview Enterprise One, PPM Pro, Projectplace, LeanKit, and Spigit. WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. USE PROJECTPLACE WITH MICROSOFT TEAMS Enable Microsoft Teams for the Account . To allow Projectplace to send notifications to Microsoft Teams: Click the tool selector in the top navigation bar and select Account Administration.; On the Overview tab, click the More menu and select the Third party software data access option.. In the window that appears, find the Third party software data access section and click the toggle to the ODATA ACCESS FOR PLANVIEW ENTERPRISE ONE Recommended articles. OData Dataset Naming Convention Changes This article explains how OData standard dataset naming conventions in Planview Enterprise One release 15.8.0 – Portfolio and Resource Management and ; Tabular Models Details about working with the Planview Enterprise One - Portfolio and Resource Management tabular models; Data Content Changes for Planview USER TYPES/PERMISSIONS User types allow you to grant users different permissions to functions and information throughout PPM Pro. For example: Only Portfolio Manager (Full) user types can have administrative access (by way of membership in standard Admin group) Only Portfolio Manager (Full) users can own projects, be final time approvers, and be added tostandard
PLANVIEW PORTFOLIO MANAGEMENT AND WORK MANAGEMENT SOFTWARELOGBACKRESOURCE CENTEREVENT CENTERTHE PLANVIEW BLOGABOUT Planview portfolio management and work management solutions. Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter howthey work.
PLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. PROJECT INTAKE MANAGEMENT Learn how the project intake management capabilities in PPM Pro can help you manage demand and prioritize work. Easily manage work demand with a single Kanban-style entry point for all work requests, while differentiating with a custom project intake form per request type. Build project intake process best practices into each request workflow SOFTWARE FOR RESOURCE MANAGERS Planview software for resource managers optimizes resource capacity and improves resource utilization. Effectively allocate and reallocate resources when necessary to achieve the desired outcomes of your projects and deliver the value of your portfolios. With insight to both work and effort, Planview software helps you realize companystrategy
ABOUT TROUX
In 2015, Planview acquired Troux Technologies to advance the company’s work and resource management offering and enable COOs, CIOs, Enterprise Architects and other IT leaders to effectively manage the strategy and business of IT. Learn more about Troux Enterprise Architecture Software. WORK MANAGEMENT SOFTWARE Planview’s work management software delivers the tools your team needs to plan, manage, and visualize the progress of their collaborative work. Whether your team uses traditional project management methodologies, Lean and Agile methodologies, or a hybrid of both, Planview will enable your team to deliver their best work.PLANVIEW COMPLIANCE
Planview Compliance. Planview adheres to stringent standards / regulations and undergoes independent validation of compliance. SOC 2 is an attestation report provided by a service auditor to provide controls assurance of an organization’s operational elements including security, availability confidentiality. PROJECTPLACE PROJECT MANAGEMENT SOFTWARE with Projectplace Project Management software. By combining online team collaboration tools with powerful project management software, Projectplace provides everything you and your dispersed team needs to manage group projects and complete daily tasks. Start a free trial and see how easy it is to plan team projects, schedule tasks, collaborate PROGRAM MANAGEMENT: THE KEY TO STRATEGIC EXECUTION According to Gartner, program management is the coordinated planning, management, and execution of multiple related projects that are directed toward the same strategic, business, or organizational objectives. Program management is more than a collection of similar projects or organizing projects under the same umbrella. JUNE 04, 2021 RELEASE NOTES New Features and Bug Fixes . We added the ability to sort lanes by custom fields and reverse the sort direction. We also improved sorting of numbers in text fields.WORK WITH CARDS
Use tags to organize and categorize cards, so you can easily find work items with the same type or subject matter. To add tags to a card: Click the card you want to add a tag to. The card's detail pane will open on the right side of the window. Click the plus icon to TEAM KANBAN MODULE MICRO USE CASE Expand/collapse global hierarchy Home Planview Capability Model Expand/collapse global location RESOURCES - PLANVIEW CUSTOMER SUCCESS CENTER Expand/collapse global hierarchy Home Planview Enterprise One ProductReleases
GETTING STARTED
Getting Started. New to PPM Pro? Read This First Online Help; System Requirements; Customer Care; Browsers and Multiple Users, Zooming; Changing your password ALLOCATING RESOURCES TO PROJECTS Right-click on (No Resource) and then choose Staff Resource from the menu. The dialog will be populated with resources who have the same Primary Role as the unstaffed resource. Adjust the Role filter to see resources with different/secondary roles. Select a resource to allocate to the unstaffed allocation and click Add. PLANVIEW PORTFOLIO MANAGEMENT AND WORK MANAGEMENT SOFTWARELOGBACKRESOURCE CENTEREVENT CENTERTHE PLANVIEW BLOGABOUT Planview portfolio management and work management solutions. Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter howthey work.
PLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. PROJECT INTAKE MANAGEMENT Learn how the project intake management capabilities in PPM Pro can help you manage demand and prioritize work. Easily manage work demand with a single Kanban-style entry point for all work requests, while differentiating with a custom project intake form per request type. Build project intake process best practices into each request workflow SOFTWARE FOR RESOURCE MANAGERS Planview software for resource managers optimizes resource capacity and improves resource utilization. Effectively allocate and reallocate resources when necessary to achieve the desired outcomes of your projects and deliver the value of your portfolios. With insight to both work and effort, Planview software helps you realize companystrategy
ABOUT TROUX
In 2015, Planview acquired Troux Technologies to advance the company’s work and resource management offering and enable COOs, CIOs, Enterprise Architects and other IT leaders to effectively manage the strategy and business of IT. Learn more about Troux Enterprise Architecture Software. HOME - PLANVIEW CUSTOMER SUCCESS CENTER The Planview Customer Success Center is the place for product help, best practices, e-learning, and more about Planview Enterprise One, PPM Pro, Projectplace, LeanKit, and Spigit. WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. USE PROJECTPLACE WITH MICROSOFT TEAMS Enable Microsoft Teams for the Account . To allow Projectplace to send notifications to Microsoft Teams: Click the tool selector in the top navigation bar and select Account Administration.; On the Overview tab, click the More menu and select the Third party software data access option.. In the window that appears, find the Third party software data access section and click the toggle to the ODATA ACCESS FOR PLANVIEW ENTERPRISE ONE Recommended articles. OData Dataset Naming Convention Changes This article explains how OData standard dataset naming conventions in Planview Enterprise One release 15.8.0 – Portfolio and Resource Management and ; Tabular Models Details about working with the Planview Enterprise One - Portfolio and Resource Management tabular models; Data Content Changes for Planview USER TYPES/PERMISSIONS User types allow you to grant users different permissions to functions and information throughout PPM Pro. For example: Only Portfolio Manager (Full) user types can have administrative access (by way of membership in standard Admin group) Only Portfolio Manager (Full) users can own projects, be final time approvers, and be added tostandard
PLANVIEW PORTFOLIO MANAGEMENT AND WORK MANAGEMENT SOFTWARELOGBACKRESOURCE CENTEREVENT CENTERTHE PLANVIEW BLOGABOUT Planview portfolio management and work management solutions. Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter howthey work.
PLANVIEW LEANKIT™
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe. View. PROJECT INTAKE MANAGEMENT Learn how the project intake management capabilities in PPM Pro can help you manage demand and prioritize work. Easily manage work demand with a single Kanban-style entry point for all work requests, while differentiating with a custom project intake form per request type. Build project intake process best practices into each request workflow SOFTWARE FOR RESOURCE MANAGERS Planview software for resource managers optimizes resource capacity and improves resource utilization. Effectively allocate and reallocate resources when necessary to achieve the desired outcomes of your projects and deliver the value of your portfolios. With insight to both work and effort, Planview software helps you realize companystrategy
ABOUT TROUX
In 2015, Planview acquired Troux Technologies to advance the company’s work and resource management offering and enable COOs, CIOs, Enterprise Architects and other IT leaders to effectively manage the strategy and business of IT. Learn more about Troux Enterprise Architecture Software. HOME - PLANVIEW CUSTOMER SUCCESS CENTER The Planview Customer Success Center is the place for product help, best practices, e-learning, and more about Planview Enterprise One, PPM Pro, Projectplace, LeanKit, and Spigit. WHAT ARE THE DISADVANTAGES OF AGILE? Fragmented output. Incremental delivery may help bring products to market faster, but it’s also a big disadvantage of Agile methodology. That’s because when teams work on each component in different cycles, the complete output often becomes very fragmented rather than one cohesive unit. USE PROJECTPLACE WITH MICROSOFT TEAMS Enable Microsoft Teams for the Account . To allow Projectplace to send notifications to Microsoft Teams: Click the tool selector in the top navigation bar and select Account Administration.; On the Overview tab, click the More menu and select the Third party software data access option.. In the window that appears, find the Third party software data access section and click the toggle to the ODATA ACCESS FOR PLANVIEW ENTERPRISE ONE Recommended articles. OData Dataset Naming Convention Changes This article explains how OData standard dataset naming conventions in Planview Enterprise One release 15.8.0 – Portfolio and Resource Management and ; Tabular Models Details about working with the Planview Enterprise One - Portfolio and Resource Management tabular models; Data Content Changes for Planview USER TYPES/PERMISSIONS User types allow you to grant users different permissions to functions and information throughout PPM Pro. For example: Only Portfolio Manager (Full) user types can have administrative access (by way of membership in standard Admin group) Only Portfolio Manager (Full) users can own projects, be final time approvers, and be added tostandard
WORK MANAGEMENT SOFTWARE Planview’s work management software delivers the tools your team needs to plan, manage, and visualize the progress of their collaborative work. Whether your team uses traditional project management methodologies, Lean and Agile methodologies, or a hybrid of both, Planview will enable your team to deliver their best work.PLANVIEW COMPLIANCE
Planview Compliance. Planview adheres to stringent standards / regulations and undergoes independent validation of compliance. SOC 2 is an attestation report provided by a service auditor to provide controls assurance of an organization’s operational elements including security, availability confidentiality. PROJECTPLACE PROJECT MANAGEMENT SOFTWARE with Projectplace Project Management software. By combining online team collaboration tools with powerful project management software, Projectplace provides everything you and your dispersed team needs to manage group projects and complete daily tasks. Start a free trial and see how easy it is to plan team projects, schedule tasks, collaborate PROGRAM MANAGEMENT: THE KEY TO STRATEGIC EXECUTION According to Gartner, program management is the coordinated planning, management, and execution of multiple related projects that are directed toward the same strategic, business, or organizational objectives. Program management is more than a collection of similar projects or organizing projects under the same umbrella. JUNE 04, 2021 RELEASE NOTES New Features and Bug Fixes . We added the ability to sort lanes by custom fields and reverse the sort direction. We also improved sorting of numbers in text fields.WORK WITH CARDS
Use tags to organize and categorize cards, so you can easily find work items with the same type or subject matter. To add tags to a card: Click the card you want to add a tag to. The card's detail pane will open on the right side of the window. Click the plus icon to TEAM KANBAN MODULE MICRO USE CASE Expand/collapse global hierarchy Home Planview Capability Model Expand/collapse global location RESOURCES - PLANVIEW CUSTOMER SUCCESS CENTER Expand/collapse global hierarchy Home Planview Enterprise One ProductReleases
GETTING STARTED
Getting Started. New to PPM Pro? Read This First Online Help; System Requirements; Customer Care; Browsers and Multiple Users, Zooming; Changing your password ALLOCATING RESOURCES TO PROJECTS Right-click on (No Resource) and then choose Staff Resource from the menu. The dialog will be populated with resources who have the same Primary Role as the unstaffed resource. Adjust the Role filter to see resources with different/secondary roles. Select a resource to allocate to the unstaffed allocation and click Add.Cookie Notice
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PLANVIEW PORTFOLIO MANAGEMENT AND WORK MANAGEMENT SOLUTIONS ------------------------- Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter how they work. Planview is uniquely positioned to help organizations navigate strategy to delivery transformation by providing the full spectrum of enterprise Portfolio Management and Work Managementsolutions.
Imagine adapting to the changing world of work,
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the product shift
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Planview makes it possible.*
THE ULTIMATE LEAN AND AGILE SOFTWARE SOLUTION BUYER’S GUIDE ------------------------- Discover key Lean-Agile software buying criteria Download the report : The Ultimate Lean and Agile Software SolutionBuyer’s Guide
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EMPOWERING REMOTE TEAMS: 6 EFFECTIVE STRATEGIES As the changing world of work goes virtual, make sure your teams can impact your company strategy from anywhere – even the couch. Learn how : Empowering Remote Teams: 6 Effective Strategies*
WORK MANAGEMENT FOR THE VIRTUAL WORKFORCE Your organization can still deliver on strategy in the midst of a virtual workforce transition. Learn how : Work Management for the Virtual Workforce INSIGHT FROM SUBJECT MATTER EXPERTS FILE SHARING IN PROJECT MANAGEMENT: A QUICK GUIDE Learn what file sharing in project management is and the three essential features you need for your file sharing platform. IDENTIFYING YOUR VALUE STREAMS: FREQUENTLY ASKED QUESTIONS Contributors: Jon Terry, Susan Gibson, Siraj Sirajuddin We recently hosted a webinar titled, “How to Identify Your Value Streams” with Jon Terry from Planview and Siraj Sirajuddin and Susan Gibson from Temenos+Agility. During the webinar, we shared the importance of identifying value streams and how to do so in a responsible and virtual manner. Throughout … AGILE TRANSFORMATION: MID-RANGE PLANNING Planview Marketing has three go-to-market teams that do mid-range planning. This blog features interviews from participating PI Planningmembers.
Our Portfolio and Work Management solutions empower over 4000 customers and 1 million users worldwide “Planview enables enterprises to transform strategy-to-delivery in today’s changing world of work. Our customers are realizing agile-at-scale, creating an innovation culture and making the product-shift. These bold innovators are re-wiring their businesses and delighting customers.” -------------------------Greg Gilmore
Planview Chief Executive Officer “While transformation is largely dependent on culture and behavior, it also requires the right people, process, and tools. Planview enables RBS to maintain a controlled environment and provide transparency of delivery across our Agile teams. At the same time, we are able to track the main-level financial data, outcomes, and business cases, and ultimately the delivery of value throughout our business domains (value streams). You don’t go from one end of the Agile journey in one go. It’s a transition, step by step, and Planview is helping us get there.” Toggle show more quote -------------------------Steve Marjot
Head of Change Centre of Excellence, Royal Bank of Scotland “Our goal is pretty simple: be adaptive and flexible to change. As a result, we are constantly evolving our product portfolio and business models in our many locations. This allows us to be more progressive about how teams work together and prioritize work based on location. With Planview, our strategic partnership means we have a close day-to-day working relationship that extends far beyond a simple piece of software. We love how quickly we can apply new models of working to our business processes, organization roles and responsibilities, andto our metrics.”
Toggle show more quote -------------------------Eric van Gemeren
Chief Transformation Officer, Flowserve Corporation “The entire team can focus on the work at hand and how the work is being planned and distributed. Using Planview’s Lean-Agile delivery solution makes the work a lot more efficient.” -------------------------Patricia
Service Manager at a large European insurance company Read case study for Patricia “Spigit closely mirrored our existing innovation efforts, but allowed us to scale. We get to tap our employees’ expertise, bringing state-of-the-art vehicles to our global market quickly andrepeatedly.”
-------------------------Craig A. Scanlon
Vice President – Slingshot (a division of Polaris) Read case study for Craig A. Scanlon PLANVIEW IS A RECOGNIZED INNOVATOR AND INDUSTRY LEADER For over 30 years, Planview has been recognized for our contributions to Portfolio and Work Management innovation. -------------------------Featured Report
GARTNER MAGIC QUADRANT FOR ENTERPRISE AGILE PLANNING TOOLS Gartner has named Planview a Leader in the April 2020 Gartner “Magic Quadrant for Enterprise Agile Planning Tools” based on its abilityto execute.
Get the report: Gartner 2020 Magic Quadrant for Enterprise AgilePlanning Tool
GARTNER MAGIC QUADRANT FOR PROJECT AND PORTFOLIO MANAGEMENT Gartner has named Planview a Leader in the May 2019 Gartner “Magic Quadrant for Project and Portfolio Management,” positioned highest for its ability to execute and furthest for completeness of vision for the second consecutive year. Get the report: Gartner Magic Quadrant for Project and PortfolioManagement
Browse all analyst reports COMPREHENSIVE STRATEGY TO DELIVERY PLATFORM*
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Digital workspaces that empower teams to deliver their best work, no matter how they work Planview’s full spectrum of enterprise portfolio management solutions and work management solutions are designed to enable: Innovation Management, Project
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Our solutions enable organizations to focus on the strategic outcomes that matter the most and empower their teams to deliver their best work, no matter how they work. Planview makes it possible to adapt to the changing world of work,
realize agile at scale , create a culture of innovation, and make
the product shift
.
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