Custom Invoice Module Workflows with Financial Features in Planview AdaptiveWork
Join Kolme Group's Kolme University instructor Kim Essendrup, who walks you through adding a customized invoice module to track project costs. Use a custom object and link it to Project period financials using Plaview AdaptiveWork's (formerly Clarizen) powerful new "Set Financial Timephase Data" action!
Want to add a Custom Invoice Module within Planview AdaptiveWork?
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00:00 Intro
00:32 Course Solution Outlook
04:55 Course Prerequisites
06:00 Project Without Finacial Planning & Timephase
07:20 Finacial Planning View Walkthrough
08:00 Custom Panel View Walkthrough
09:30 Course Agenda
10:22 Setup an "invoice" Custom Object
16:30 Setup a Non-Labor Resources
20:00 Financial Workflows - Creation & Deletion
40:24 Conclusion
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Not sure how to make a Custom AdaptiveWork panel?
Watch this quick video ➡️ • Video
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As a Planview Partner, the Kolme Group offers project managers a way to gain insights and the AdaptiveWork skills needed to manage this scalable project management software platform, Kolme University.
As Planview AdaptiveWork Admin, you will gain real-world insights at Kolme University regarding the AdaptiveWork software configuration and integration. We teach you more than the basic know-how, and we move beyond the basics so you can improve your user interface and create AdaptiveWork (formerly Clarizen) custom code, ensuring you get the most out of your PM tool.
Are you ready to take your project management skills to the next level and gain the tips and tricks needed to become an AdaptiveWork Administrator Power User?
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