Planview March 2019 Upgrade - Overview of Changes

The Work drop-down menu has changed

  • Work View - no change
  • (Renamed) Work and Assignments - same information as the old Work and Resource Management
  • (Added) Resource Management and Assignments
    • displays staff assigned to work a project
    • lists all of their assignments outside of the project
    • shows if a given staff member is overloaded
  • Financial Planning Detail - no change

Ability to “select all” for team assignments

Check the box at the Description level to assign reserves or allocations to all members of a team.

Last Updated: 
Thursday, June 7, 2018