Planview FAQ
Can you explain staff allocation for Service Operations Activities in Planview?
At the task level, you should assign all resources in your area to any task he or she might work on over the course of a year. However, we do not recommend assigning...
How do I get my Project entered in Planview?
Approved and funded projects should be requested through the Requests tab in Planview. Email ppmo@wustl.edu if you have questions about any of the required form fields.
How do I run a custom report in Planview?
If you have a report you think would be a useful public report that should be made available to all project managers and resource managers through the...
I accidentally submitted my Planview time, but wasn’t finished. How do I correct my timesheet?
Contact your timesheet approver so that he or she may reject your timesheet to send it back to you. If the timesheet was already approved by your manager...
In my Planview Service Operations Activity, how can I add other enhancement tasks for tracking my teams’ labor?
The general Run/Fix and Enhancements tasks should be left as year-long tasks under your Service Operations Activity. You may have other enhancements in...
What are the Planview Timesheet Guidelines?
- Enter time to the nearest half-hour.
- Enter the actual amount worked, even if it goes over your standard work week...
What browser should I use for Planview?
Planview works in all major browsers, but you will have the best experience in a browser supported by Planview. You can find the latest system requirements here.
What do I do in Planview if my staff member goes on leave?
For any sort of extended leave, a manager would only need to email ppmo@wustl.edu and we can deactivate their Planview account while the person is out...
What happens to Planview due dates when the University is closed or on holiday?
If a timesheet due date falls on a University closure or University holiday, the due date will be shifted forward one day. For example, if July 4th falls on a Monday...
When is Planview scheduled downtime?
Planview has a scheduled maintenance window every Friday night at midnight, Central Time. During this time, users are unable to login to Planview. On the third Friday...