Planview Support

When projects are assessed, the assessment lets the audience know how well a project is doing in meeting its targeted completion and why the target may not be met. The Manager Assessment provides information on project status and the Assessment Notes provide additional details. These instructions show you how to assess your project in Planview.  
After a project request is approved during the Capture Gate review, the Investment Portfolio Manager or Product/Service Owner assigns it to a Definition Project Manager. The Definition Project Manager works with Subject Matter Experts to complete the Definition Stage. This gives the Service Portfolio Owner an investment proposal which can be used to make a decision about committing ITS resources to fulfill the request or not.
Once a Requirement has been created, the Resource Manager can approve and assign the Requirement to a resource. After the Requirement has been reserved or allocated, the Project Manager can verify no other Requirements are pending or unfilled.
Overview Planview timesheets are used to determine how much time and effort ITS spends on projects and services delivered to campus. This helps ITS Finance determine the costs of those projects and services and how much to charge campus, if needed. ITS managers use the data entered in timesheets to determine if staff members are overloaded and on which projects and services they are spending their effort. Project Managers use the data to determine how much time staff members have spent working on their projects.
Resource Managers need to update and maintain their direct reports’ resource role and level, and add skills as appropriate. This data plays an important part in forecasting resources. By updating and maintaining these roles, ITS and Planview Leadership can see from a high level where ITS may be short on skills or in excess.
The university invests a significant amount of money into ITS. Accordingly, it is important for ITS to demonstrate to the university what value it is receiving for its investment. The information gathered from the project closure is used to create an annual accomplishments report submited to the university's Chief Financial Officer. Information is often included in the CFO’s annual financial reports for the university. In addition, cost savings information is submitted to the Provost’s office for inclusion in the Provost’s annual cost containment report.  
Overview Many times ITS customers don't understand the true value of Infomation Technology (IT). It is up to ITS to clearly state what business value (time and money) IT solutions address. Three common business values are: