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Planview Customer Success Center

General Administration for Planview Enterprise

Course Description

This training provides Planview administrators with the tools and information necessary to successfully support the Planview Enterprise production environment. This course provides attendees with an overview of the Planview Enterprise configuration components and how to perform Planview Enterprise administrative activities.

Course Information

Audience: Planview Enterprise administrators

Objective:  At the conclusion of this course, the participants will be able to:

  • Understand Planview Enterprise configuration components (for Project Management, Resource Management, and Financial Management)
  • Perform Planview Enterprise administration activities
  • Support the Planview Enterprise production environment

Program level: Intermediate

Delivery method: Open enrollment classroom or virtual classroom

Length: 12 classroom hours 

                1 day of preparation for the trainer required if given privately onsite

Cost: $1,600


  • Manage Users and Resources
  • Manage Menus, Ribbons and Tiles
  • Manage Planview calendars
  • Manage Financial Models and Versions
  • Manage Labor Rates
  • Manage Column Sets
  • Manage Custom Tiles
  • Manage Job Streams

Get Ready

Before the class:

 Complete Administrator e-learning enablement path

Have a fundamental understanding of Project Management processes and methodology


Register online here or by clicking on one of the upcoming course dates below

Phone: (512) 498-2474


Upcoming Courses