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Planview Customer Success Center

What is covered in the Lite Admin (Admin I) Training Course?

The Lite Admin Training Course is designed to cover the features and functions available to a user with Lite Admin permissions. These features and functions are also available to Full Admins. We recommend ALL admins begin their training by attending this course first.

Topics covered in this training course include:

  • User Management - Such as adding Users, adding and editing User Groups, and Project level roles.
  • Profile Management - Such as Properties, Default Views, and Field Layout.
  • Layouts
  • Views
  • High Level Data Model - Understanding data relations for better reporting.
  • Reports - Single and multi-object reporting that includes charts, scheduling, and summary.
  • Dashboards