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Planview Customer Success Center

Daptiv for Project Teams

The Daptiv for Project Teams training series is for customers who prefer assistance when educating their users on Planview Daptiv basics. Whether you are promoting within your current team, training new talent or introducing Daptiv to a new group within your organization, this training provides users a solid step forward in understanding the features and functionality offered with Daptiv.

To Register: Please visit the University of Planview


In this series, participants will learn how to navigate within Daptiv to create, edit, and update the native and dynamic application data items that are typically deployed within your environment. Participants will learn how to set up new projects, create and assign tasks, and update their own information. This on-demand, self-guided, web-based training is available now!

Recommended for: 

  • New users being introduced to Daptiv

  • Existing project managers and team members whose role in Daptiv is changing

  • Teams who need to “get up to speed” on the native system tools

Training Details:

Below is a listing of features covered in each session, we recommend you only attend the sessions in the sequence listed below.

Course Agenda:


Training Sessions Project Mgr. Team Member
Session 1: System Overview and Familiarization Training
  • How to login & reset your password
  • Understanding the user interface
  • User options & help and support menus
  • Notification settings
  • Navigation – global tabs, views, & project menus
  • Project applications and Views (Tasks, Documents, Issues, Polls, Risk Dynamic App)
Session 2: Creating Projects, Tasks & Templates
  • Creating a project workspace (using the wizard)
  • Setting up your project
  • Tasks application, both scheduling and updating
  • Task properties (basic & advanced)
  • Gantt chart interface
  • Creating a project template and how to create a project from a template
Session 3: Collaboration Tools
  • Issue management
  • Communication tools (Discussions & Polls)
  • Document collaboration & approval policies
  • Timesheet updates & approvals
  • etc.
Session 4: Resource Planning Best Practices
  • The Project Manager’s View—Define Requirements & Request Resources
  • The Resource Manager’s View—Allocate & Approve Resources
  • What if something changes?
  • Resource leveling


Duration: The total duration of the course series is approximately 4 hours.

Delivery Type: This on-demand, self-guided, web-based training is offered through the University of Planview

Price: FREE

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