Planview: Closing Projects

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Project Manager Tip – Closing Projects Learn how to close a project in Planview by following the steps in this quick guide. This guide, and many others, can be found from our Planview resources webpage. Time Submission Leaderboard The following departments achieved over 93% for submitting timesheets on time last week. Enterprise Data Management – 100% The following departments achieved over […]

Planview: Spreadsheet Editor

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Please remember to submit your Planview timesheet by noon today. Project Manager Tip – Spreadsheet Editor The Spreadsheet Edit tool is a quick way to edit tasks within a PPM Pro project. Once you are in this view, you can navigate and enter type as you would in an Excel worksheet. Additional toolbar options are available to insert […]

Planview: Commencement and All Hands Time Submission

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Please remember to submit your Planview timesheet by noon today. Commencement and All Hands Time Submission Charge time for Commencement work and the All Hands Meeting as follows: Function Allocation Commencement volunteer time Non-Project Administration – add note “Commencement FY21” Commencement operational/project work “Commencement FY21” projectIf you do not have the “Commencement FY21” project, please contact ppmo@wustl.edu. All Hands […]

Planview: Can’t Find your Project?

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Please remember to submit your Planview timesheet by noon today. Can’t find your project in Planview? If you cannot find a project or task you worked on, contact the project or resource manager for that task. Non-Administration Time should not be used in this scenario. Non-Project Administration is only used to cover time spent on activities or […]

Planview – Submission and Approval Date Change: Memorial Day

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Please remember to submit your Planview timesheet by noon today. Submission and Approval Date Change: Memorial Day Planview submission and approval dates for time entry the week of May 23 to May 29 have been adjusted as shown below to accommodate for the May 31 Memorial Day Holiday. Timesheet for Week of 5/23 – 5/29 Staff Submission Date Tuesday, […]

Planview: Keyboard Shortcuts

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Please remember to submit your Planview timesheet by noon today. Timesheet Keyboard Shortcuts Using keyboard shortcuts is a great way to save time. F2 – Edit the selected task Tab – Add a time entry and then Tab to the next cell Shift+Tab – Move to the previous cell Up and Down arrows – Move to […]

Planview: Pinning Tasks

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Please remember to submit your Planview timesheet by noon today. Did You Know? You can pin timesheet tasks so they appear on future timesheets. This allows you to save time by not having to add frequently used tasks each week. Managers’ Corner Have your new hires and re-hires not been added to Planview by their hire date? Once HR is informed of candidate selection, […]

Planview: Timesheet History

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Please remember to submit your Planview timesheet by noon today. Did You Know? You can get a snapshot of all the actions taken and notes on a submitted timesheet by selecting Actions > View History. The following are the events that are captured in the View History window: In Progress – User added time entries Submission – User submitted the […]

Planview: Entry Notes vs. Timesheet Notes

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Time Submission Leaderboard The following department achieved over 93% for submitting timesheets on time last week. Enterprise Data Management – 100% IT OCIO – 100% Research Infrastructure Services – 95% End User Services – 94% The following department achieved over 93% for approving timesheets on time last week. Enterprise Data Management – 100% Information Security Office – 100% IT Administration – 100% IT OCIO – 100% Research Infrastructure Services – 95% Nice job and thank you! Have Questions? Contact us […]

Planview Mobile Time Entry Training Now Available

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Please remember to submit your Planview timesheet by noon today. Mobile Time Entry Training The Planview Mobile Time Entry training video is now available in Learn@Work. This five minute video reviews how to locate the timesheet guidelines, change preferences, and submit your timesheet on a mobile device. Managers’ Corner Please remember to inform your alternate timesheet approvers when […]