New Resource Pages for Project & Program Managers and Resource Managers
The Capacity Management team is thrilled to announce the launch of two new resource pages designed to support our community of Project & Program Managers, as well as our Resource Managers.
These resource pages are tailored to provide you with the knowledge and tools needed to leverage Planview PPM Pro effectively. New resources are added frequently, so be sure to bookmark the pages and check back often!
For Project & Program Managers, our new resource page offers comprehensive guidance, best practices, and tools to enhance your project delivery and program oversight. Topics include:
- Pro Tips & Quick Links
- Using Planview for Project Management from start to finish
- Setting up a proposed project in a Future FY Roadmap in Planview and transitioning it to a project when it is approved
- Various Reports about allocations, actuals, projected revenue, etc., and how to run them in Planview
- How to Get Help
Explore the new resource collections at Planview PPM Pro Resources for Project & Program Managers.
Resource Managers will find dedicated materials to optimize resource allocation, capacity planning, and troubleshooting within Planview. Topics include:
- Pro Tips & Troubleshooting
- Training Resources to help manage your resources in Planview
- How to Get Help
Visit your new resource hub at Planview PPM Pro Resources for Resource Managers.
New User Guide: Using Filters in Planview PPM Pro
We are also excited to announce the release of our latest user guide: Using filters in Planview (PDF). This guide provides a detailed walkthrough on using existing filters and creating your own unique filters. Whether you’re working within the Projects section or dealing with Resources (Capacity & Demand), these instructions will help you tailor your data view to suit your specific needs.
Highlighted in the user guide:
- Steps to use existing filters to streamline your data analysis.
- Comprehensive instructions on creating and saving custom filters.
- Insights on applying these filters across various sections in Planview.
Check out the new user guide to maximize your efficiency with Planview PPM Pro’s filtering capabilities today! For more information, visit our Planview support page or contact the Planview Admin via this ServiceNow Request for assistance or to request a filter creation.
Bonus! Don’t forget about the PM Guide for an overview of the project management process and links to templates. You can find it here.