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Daptiv for Administrators

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Planview offers Daptiv for Administrators training that covers the major functionality in Planview Daptiv. If you are introducing Daptiv into your organization, this training is recommended to ensure Administrators can become familiarized quickly with your system's administration, configuration, and basic functionality.

Duration: The entire course series requires approximately 7.5 hours of participation

Delivery Type: On-demand, self-guided, web-based training sessions.

To register for this training, please visit the University of Planview

Price: FREE

Registration: To inquire about eligibility for this training, please contact your Customer Success Manager.

Summary:

In this series you will learn about the configuration, permissions, basic functionality and security options available within the administration of Daptiv.

This on-demand, self-guided, web-based training is available now!

Recommended for:

New administrators in Daptiv
Existing administrators who want a refresher on Daptiv

Training Details:

This course is designed so that each session builds upon the previous lesson. As a result, attendees will need to attend every session of the course in sequence.

Accessing the class:

Access to this course is provided through the University of Planview

Course Agenda:

Session #1: System Overview and Familiarization Training (59 minutes)

Training Program Learning Objectives
User Interface Navigation
Workspace (project) Structure
Views & Applications

Session #2: Basic Administration and System Configuration (1 hour, 20 minutes)

Key Administrative Configuration Concepts
User Administration
Workspace Type Customization

Session #3: New Projects, Tasks, and Templates (1 hour, 19 minutes)

Basic New Project Setup Routine
Managing Tasks in the Interactive Gantt Chart
Using Templates

Session #4: Dynamic Applications and Custom Views (1 hour, 28 minutes)

Creating Dynamic Applications
Using Dynamic Apps
Displaying Dynamic App Data

Session #5: Project Intake and Resource Planning Tools (2 hours, 22 minutes)

Defining Project Request ("Intake") Features
Understanding the Approval Policies
Project and Team Level Resource Planning
Organizational Capacity Planning