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Planview Customer Success Center

How to Register for Planview Enterprise Training

Create a Customer Success Center Account

To register for classroom, virtual classroom, and e-learning courses, you must create a user account in the Customer Success Center. If you already have a Customer Success Center account, skip to the Register for Training section.

  1. Click here to access the Customer Success Center registration page.
  2. Enter your corporate email address, password, and personal information in the appropriate fields.
  3. When you're finished, click the Register button.
  4. Click the activation link in the confirmation e-mail to complete your registration.
    • Note: check your spam folder if you do not receive the confirmation immediately.)

Register for Training

  1. Login to the Customer Success Center.
  2. Navigate to the Open Enrollment Training Calendar page.
  1. Click the Click here for Courses link to expand the list of available courses.

  1. Click on the date of the desired course or course series to go to the corresponding page in the training portal.

  1. The page will display all available dates for the course you selected. Use the radio buttons to select the desired date, price, and currency.
  2. Click the Add to Cart button to proceed to checkout.

  1. Confirm your contact information and the course information. If your selections are correct, click Continue.
  2. On the next screen, enter your billing information. If payment is required, select Credit Card or Purchase Order from the Attendee Payment Method menu. If you're using a PO/SOW Funds, type your SOW or PO# in the Purchase Order field.  You can also type Invoice Me if you need us to bill you for the registration.
  3. Registration is now complete. If the course spans across multiple days, you will see multiple sessions for the same course: