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  • PDWare Portfolio Topics
    • New Features in 6.0
      • Resource Row Totals
      • Using Display Candidates
      • Find Candidates Command
      • Search "All Resources"
      • Controlling Field Visibility
    • Key Definitions
      • Key Definitions
      • Resource Manager
      • Resource Assignment
      • Resource Demand
      • Allocation
      • Context Dependent
    • PDWare Portfolio Overview
      • PDWare Portfolio Overview
      • PDWare Portfolio Characteristics
      • PDWare Portfolio Architecture
    • Getting Started
      • Login Portfolio
      • Get Data Dialogue
    • Basic Application Characteristics
      • Commands
        • Basic Commands
        • Menu Bar
        • Toolbar
        • Right Click Menus
      • Basic Filtering
      • Sorting - Basic
      • Column Controls
        • Format Column Command
        • Displaying Selected Columns
      • Export Active Sheet
      • Module Navigation
    • Defining Projects
      • Project Data Sheet
      • Creating Projects
      • Edit Project Dialog
      • Deleting Records
    • Defining Resources
      • Resource Data Sheet
      • Creating Resources
      • Set Resource Capacity
      • Edit Resource
    • Defining Assignments
      • Effort Forecasts Sheet
      • Defining “Demand” in PDWare
      • Insert Assignments
        • Insert Assignment Dialog
        • Skill Assignments
        • Non-Labor Assignments
        • Edit Assignment
          • Edit Assignment
          • Change Resource Assignment to Skill Assignment with a Different Resource Node
    • Saving Data
    • Paste-Import
    • Resource Analysis
      • Resource Filtering
      • Resource Utilization Sheet
    • Replace Assignment
      • Replace Assignment
      • Resource Utilization Report
    • Responding to Requests
    • Cutomizing Sheet Views
      • Define View
      • Using Views
      • Modifing Views
    • Menu Structure
  • PDWare Advanced Topics
    • Resource Baselines and Actuals
      • Resource Baselines and Actuals
      • Rights Required for Saving Data
      • Select Values for Sheet Display
      • Capture Resource Actual Effort
      • Set a Project Phase Baseline
      • Capture Forecast as Baseline
      • Save Baselines
      • Display Historical Baselines
      • Chart Baseline/Forecast/Actuals
    • Portfolio Analysis Module
      • Portfolio Analysis Module
      • Prioritized Resource Analysis
      • Project Analysis Sheet
        • Project Analysis Sheet
        • Drill Down Filtering
      • Project Priority Sheet
        • Conflict Analysis
        • Resource Conflict Analysis
        • Resource Conflict Highlighting if Target has Skill Assignments
        • Scenarios
          • Scenarios
          • Capturing Scenarios
          • Comparing Scenarios
    • Tools>Options, Filter Options
    • Modify Demand-Allocation Analysis
      • Committed Assignments
      • Convert Effort to Skill Assignment
      • Resource/Skill Allocation Analysis
        • Allocation Analysis of Skill Demand
        • Allocation Calculation
    • Insert, Replace Assignment Adv. Features
    • Dynamic Report Modules
      • Hierarchy Modules
        • Hierarchy Modules
        • Label Right Click Command Summary
        • Outlining
        • Resource Hierarchy Report
      • Skills Analysis Module
    • Customizing Views and Reports
      • Customizing Sheet Views
      • Defining and Using Reports
      • Using User Defined Reports
      • Optional Project Fields
        • Optional Project Fields
        • Current Phase
        • Non-Labor Categories
        • Non-Labor Values
        • Skill Values
        • Attrition
        • Formula Fields
      • Map Optional Fields
      • Optional Fields on a Project Custom Report
      • Formula Fields
      • Calculated Summary Fields
    • Reporting
      • Reporting
      • Report Descriptions
      • Export PDW Tables
      • Project Custom Report
      • Product Development Pipeline
      • Time To Market
      • Project Resource Snapshot
      • Cash Flow Charts
      • Cost Shale Charts
      • Portfolio Dashboard
    • Filtering
      • Filter Menu
      • Advanced Filtering
      • Overutilization Filter
      • Underutilization Filter
      • Show Shortfall Only
      • Set Priority Filter
      • Remove Priority Filter
      • Changed Record Filter
      • Hide External Projects
      • Hide External Resources
      • Remove Sheet Filter
      • Remove All Filters
      • Reset Filter Options
    • Resource Planning Templates
      • Functional Description
      • Resource Planning Template
    • Advanced Database Topics
      • Advanced Database Topics
      • Advanced Data Retrieval
      • Saving PDW Files Locally
        • Saving PDW Files Locally
        • Simulated Off-Line Operation
        • Work Off Line
        • Work On-Line
  • Project Manager Topics
    • Project Manager Topics
    • Adjusting Project Demand
    • Move/Extend Project Demand
    • Resource Request Process
      • Resource Request Process
      • Requesting Resources
        • New Requests
        • Update Requests
      • Request Module
        • Request Module
        • Request States
        • Requests by Me
        • Finding Request Approvers
    • Project Status
      • Project Status Process
      • All History Sheet
      • Phase and Milestone Charting
      • Optional project milestones
      • Using the Status Module
      • Status Entry
        • Status Entry
        • Status Optional Field Types and Behaviors
      • Status History
      • Submitting Status from Project Data
      • Controlled Status Fields
    • Task Level Schedule Planning
  • PDWare Portfolio Scheduler
    • PDWare Portfolio Schedule Planner
    • Task Level Planning
      • Scheduler Process
        • Gantt
        • WBS (Entry)
        • Task Usage
        • Work (Task Assignments)
        • Team (Resource Availability)
        • Scheduler Commands
        • Scheduler Menu Commands
        • Right Click Commands
        • Right click period value commands on sheet Task Usage
        • Right click period value commands on sheet Team
        • State and % Complete
        • WBS Field Definitions
        • Scheduler Process
      • Using the Scheduler Module
      • Entering Tasks_
        • Entering Tasks
        • Enter sub-tasks / milestones
        • Dates and Duration
        • Changing Task to Milestones
      • Create WBS structure (summary and subtasks)
      • Enter Dependency Relationships
        • Enter dependency relationships
        • Dependency Link Toolbar Button
      • Schedule the Project
      • Creating the Resource Plan for a New WBS Project (1)
        • Team Members Defined by Resource Managers
        • Project Manager Adds Team Members
      • Create task assignments
      • Analyze work required versus resource availability
      • Define work effort for tasks
      • Convert task work to team forecast
      • Save-Request Effort
      • Request the resource plan
    • Use Cases
      • Create and Schedule Tasks
        • Open the Scheduler module
        • Dates for Phases/Milestones
        • Sub-tasks / Additional Milestones
        • Create WBS Structure
        • Dependency Relationships
        • Schedule the Project
      • Create a Resource Plan
        • Define the team
        • Create task assignments
        • Define work effort for tasks
        • Analyze work required versus resource availability
        • Convert task work to team forecast
        • Save-Request Effort
      • Create the Work Plan with Skill Requests: Staff the tasks using Resource Manager Responses
        • Define the team
        • Create task assignments
        • Request the resource plan
        • Exit Scheduler and wait for Resource Manager Response
        • Examine the Assignments on the PDWare Effort Forecast Sheet
        • Replace task skill assignments with resource assignments
    • Action Summary
      • To create new tasks
      • To link tasks in predecessor-successor relationships
      • To request a resource for your project team
      • To request a resource be removed from your project team
  • Capacity Module
    • First Look
      • First Look
      • Capacity Model Sheet
      • Project Results Sheet
      • Skill Impact Sheet
    • Row Colors – Capacity Model
    • Cell Colors – Project Results
    • Available Commands – Capacity Model
    • Available Commands – Capacity Model - Project Results Tab
    • Capacity Model Options
      • Capacity Model Options
      • Date Range
      • Rollup Level - Capacity Model
      • Value Type
    • New Model
      • Creating a New Capacity Model
      • Demand Shortfall
      • Unutilized
      • Current Capacity
      • Change
      • Model Result
    • Capacity Model Factors
    • Show Capacity
    • Capacity Model Manipulation
    • Cost Mode Calculation
    • Protected Rows
    • Model Evaluation
    • Saving Models and Using Them Later
    • Apply Model (Capacity Model Command)
  • Administration
    • Administration Overview
    • Frontend Adminstration Menus
      • Frontend Administration Menus
      • Edit Rights
      • OBS Locks
      • Node List Filters
      • Period Locks
      • Save Column Headings
      • Update License
      • Check License
      • Set LDAP
      • MSP Map Field
    • Installation and Configuration
      • Database
      • Client
    • Configuration
      • Microsoft SQL Server or Microsoft Oracle Database Provider
      • Oracle Database Provider
      • Other Connection Parameters
      • Updating Connection
      • Testing Connection
      • Locking a Connection
      • Sharing a pdwdata.xml file
    • List Administration Module
      • Administer Lists Data Entry
      • User Interface - List Lookups
        • General List Management
        • Pasting Long Lists from MS Excel Source
        • Edit Lookup List Dialog
      • User Interface - List Look-ups
      • Status Field List
      • List and Field Definition
      • Controlling field visiblity with user rights
      • Creating a list of optional milestones
    • Administer Lists Module
    • Field (Column) Titles
    • Field Visibility Control
  • PDWare iTeam
    • Introduction
    • Login
    • Default Screen
    • iTeam Functionality
    • Timetracking
      • Time Tracking Overview
      • Time Tracking
      • Create Timesheet
      • Delete Timesheet
      • Adjust Timesheet
      • Reopen Timesheet
      • Working with Timesheets
        • Add Project to Timesheet
        • Entering Time
        • Saving Timesheet Values
        • Submit Timesheet
    • Resource Managers
    • Portfolio Management
      • Effort Forecast
      • Manage Assignment Requests
      • Assignment Request History
      • Project Data_iTeam
      • Manage Project Requests
    • Administration
      • Customize Forms
 
 

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