Planview PPM Pro Resources for Resource Managers

• Helps allocate and forecast staff more efficiently.
• Minimizes over or under-utilization of resources.
• Better aligns resources to project priorities.
• Facilitates proactive decision-making.
• Enhances transparency into resource availability.
• Improves communication and collaboration with project managers.
• Leads to more effective team management and project success.

Planview Administrative Requests Request to consult with a Planview administrator for resource updates or modifications, timesheet requests, changes to resource records or access to Sandbox.

Request for New or Modified Planview Access Request to obtain new licensed access or modify existing licensed access to Planview in order to enter time, approve time, enter and manage project details. Or change from Time User to Full User.

Request to remove access from Planview

If you need further assistance regarding Planview, contact: ppmo@wustl.edu

Managing Resource Allocations

Update Resource Allocations from the Resource Workbench (PDF) This guide provides steps for Resource Managers to view and update their direct reports (resources) allocations. Changes to project allocations must be discussed with the Project Manager before being edited in Planview.

Allocation vs. Actual Time Reporting

The Allocation vs. Actual Time report is used to compare resources’ allocated time against their actual reported time in Planview PPM Pro.

• Reporting-Allocated vs Actual Time-Resource Section (PDF) This user guide provides steps on how to view allocated vs actual time from the Resource section.
• Allocation vs Actual Time from the Resource Section (MP4) 2:11 This video provides steps on how to view allocated vs actual time from the Resource section.
• Reporting-Allocated vs Actual Time-Report Menu (PDF) This user guide provides steps on how to pull the Allocated vs Actual Time report from the Report menu.
• Allocations vs Actuals from the Report Menu (MP4) 2:28 This video tutorial explains how to pull the Allocated vs Actual Time report from the Report menu.

Need to know a step in the Planview PPM Pro project management process? Here’s the full process broken into steps.

Troubleshooting Project not Showing on Timesheet (PDF) If a resource says the project is not showing on their timesheet, here are some things you can check: The correct end date is posted in the staffing section and that the task status is open and has the correct target date. Check out the userguide for more information on how to access these items for review.

Check Dates & Bill Rate when Role Change (PDF) The Planview Admin is notified after a project resource has changed roles. The Planview Admin will contact the project manager letting them know that they must update the resources’ role in the Planview project. This guide provides steps to update the resources’ role in Planveiw and what the resource must do to their timesheet.

Using Filters in Planview (PDF) This guide outlines the steps for using existing filters and creating a unique filter, which can be utilized in various sections within Planview.

Finding Demand for a Resource (PDF) Project and Resource Managers may use the steps in this guide to locate projects for a resource with available capacity during a specified period. For example, if you have a Business Analyst or an Engineer whose time is freeing up, use this function to find a project that requires someone with their role.

Roles & Responsibilities chart (PDF) This RACI chart shows the responsibility assignment matrix, is a project management tool that helps clarify roles and responsibilities.

Close or Cancel a Project or Service Ops in Planview (PDF) This guide explains how to close/cancel a Project or Service Ops.