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Planview Customer Success Center

Enterprise One Training

Learning Paths

Select an application and role to see an appropriate Learning Path comprised of online self-paced and instructor-led courses. People often have responsibilities that span multiple roles so think about what works best for your organization.

           

           

Portfolio and Resource Management

Time Reporter Project Manager Resource Manager Program or Portfolio Manager Product Manager Finance or Investment Manager Administrator

Online Training Academy

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts.
  • Project / Work Management - Take projects/work from start to finish (requests, scheduling, finances, resource assignments, execution), manage timesheets from a work management perspective, and understand work reports and analytics.
  • Microsoft Project Add-In - This curriculum lists best practices for using Microsoft Project with PRM, then provides instructions for sharing data between the two systems.

Instructor-Led

  • Managing Work - This beginner level course provides the knowledge necessary to manage work and projects.
  • Microsoft Project Add-In - This intermediate level course provides an overview and introduction to how Microsoft Project integrates with PRM.
  • FastTrack Analytics - This intermediate level course will introduce and explore the FastTrack Analytics Catalog. Register

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts.
  • Resource Management - Learn how to maintain information about each resource and then use that data to find resources that fit work requirements, or find any unfilled requirements that match a resource. Includes: timesheets for resource management, basic concepts and screen functions, assignment types, and data management.
  • Microsoft Project Add-In - This curriculum lists best practices for using Microsoft Project with PRM, then provides instructions for sharing data between the two systems.

Instructor-Led

  • Managing Resources - This beginner level course provides the understanding to manage resources.
  • Microsoft Project Add-In - This intermediate level course provides an overview and introduction to how Microsoft Project integrates with PRM.
  • FastTrack Analytics - This intermediate level course will introduce and explore the FastTrack Analytics Catalog. Register

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts.
  • Project / Work Management - Take projects/work from start to finish (requests, scheduling, finances, resource assignments, execution), manage timesheets from a work management perspective, and understand work reports and analytics.
  • Investment and Capacity Planning - This curriculum provides an overview of functionality, covers the Rank, Analyze, and Balance pivot views, shows how to use Investment and Capacity planning to work with projects and create reports, and explains how to use preferences and the ribbon and tile interface.
  • Strategic Program Management - The goal of strategic planning is to use programs and their underlying projects to transform the business via any number of outcomes (e.g., products, applications, services, technology, facilities, and more). Discover how to create build, review, and manage a strategic plan.

Instructor-Led

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts.
  • Project / Work Management - Take projects/work from start to finish (requests, scheduling, finances, resource assignments, execution), manage timesheets from a work management perspective, and understand work reports and analytics.
  • Outcome Management - This curriculum covers the management of outcomes (products, services, applications, technology, assets, facilities, and more).

Instructor-Led

  • Managing Work - This beginner level course provides the knowledge necessary to manage work and projects.
  • Managing Outcomes - This intermediate level course provides Product Managers with the knowledge necessary to define, plan, and manage product development. Register
  • FastTrack Analytics - This intermediate level course will introduce and explore the FastTrack Analytics Catalog. Register

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts.
  • Project / Work Management - Take projects/work from start to finish (requests, scheduling, finances, resource assignments, execution), manage timesheets from a work management perspective, and understand work reports and analytics.
  • Investment and Capacity Planning - This curriculum provides an overview of functionality, covers the Rank, Analyze, and Balance pivot views, shows how to use Investment and Capacity planning to work with projects and create reports, and explains how to use preferences and the ribbon and tile interface.

Instructor-Led

  • Managing Work - This beginner level course provides the knowledge necessary to manage work and projects.
  • Investment and Capacity Planning - This intermediate level course provides an in-depth look at creating and managing Investment and Capacity Planning Portfolios. Register

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts.
  • General Administration - The administrator is responsible for defining and maintaining information about the structures, users, rates, calendars, tiles, dashboard reports, Data Mart, and extracts for the organization. These are things that change often and need to be maintained as time goes on.
  • Advanced Administration - Advanced administration covers creation and management of fields, alternate structures, request mappings, configured screens, lifecycle models, scripted dialogs and configuration migration. These activities go beyond daily administration tasks.

Instructor-Led

  • General Administration - This intermediate level course provides administrators with the tools and information necessary to successfully support the production environment in PRM. Register
  • Advanced Administration - This advanced level course provides information necessary to build and modify lifecycles, scripted dialogs, configured screens, and more. Register
  • Power BI and Excel for Ad-hoc Analysis - This advanced level course will teach students how to perform dynamic analysis and create interactive reports using Ad-hoc Analysis in PRM. Register
  • Reporting and Schema Training  - This master level course is focused on using Microsoft® SQL Server Reporting Services (SSRS) and Report Builder with PRM.

           

           

Capability and Technology Management

Enterprise Architect Data Steward Business/Application/Technology Architect Administrator

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.
  • Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles.
  • Reporting - Designed for business analysts, this collection of courses teaches users to analyze portfolio data by working with report tiles and SSRS reports.
  • Working with Microsoft Visio - Using Visio to visualize and update data.

Instructor-Led

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.
  • Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles.

Instructor-Led

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.
  • Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles.
  • Reporting - Designed for business analysts, this collection of courses teaches users to analyze portfolio data by working with report tiles and SSRS reports.

Instructor-Led

Online Training Academy

  • Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.
  • Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles.
  • Reporting - Designed for business analysts, this collection of courses teaches users to analyze portfolio data by working with report tiles and SSRS reports.
  • Administration - Introduction to various administration tasks, including managing security, portfolios, tiles, and column sets.

Instructor-Led

           

Training Catalog

These courses can be used to assist with your Planview Enterprise One adoption planning and execution. Please check our Open Enrollment Calendar to view the upcoming instructor-led training offerings.

           

NOTE

Most instructor-led courses are delivered privately to your organization. Information about scheduling these classes is available through your Adoption & Training Manager or by contacting Planview Training Requests.