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Enterprise One Training Center

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Planview Enterprise One Training Center

Instructor-led and online training services for the Planview Enterprise One - Portfolio and Resource Management (PRM) and Capability and Technology Management (CTM) products. 

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.

 

Learning Paths

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

Which learning option is best for you?
  • The free, self-paced online Training Academy combines help documents and videos into an easy to follow structure organized by by subjects.
  • Instructor-led Courses are taught by Planview certified Subject Matter Experts who cover a variety of subjects, provide hand-on exercises, and interactive student materials all in a professional learning environment. Open Enrollment classes are open to all customers. Classes available as Open Enrollment are indicated with a red "register" button. 
  • Our free Enablement Webinars are also lead by Subject Matter Experts who dive into specialized topics in short video sessions.

           

           

Portfolio and Resource Management

Time Reporter Project Manager Resource Manager Program Manager Product Manager Portfolio Manager Administrator

A "Time Reporter" is someone who will use the software to view their assignments and for time reporting purposes only.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts.  

1

Beginner Level Learning

 Team Members - Time Reporters - Learn to report your time and view your assignments.  

A "Project Manager" is someone who is responsible for the planning, procurement and execution of work and projects for an organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts.  

1

Beginner Level Learning

 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. Managing Work - This beginner level course provides the knowledge necessary to manage work and projects.

2

Intermediate Level Learning

 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. 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

3

Advanced Level Learning

   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

A "Resource Manager" is someone who is responsible for scheduling and allocating individual or team resources for an organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts.  

1

Beginner Level Learning

 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. Managing Resources - This beginner level course provides the understanding to manage resources.

2

Intermediate Level Learning

   FastTrack Analytics - This intermediate level course will introduce and explore the FastTrack Analytics Catalog.  (IL) Register

3

Advanced Level Learning

   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

 

 

 

A "Program Manager" is someone who is responsible for overseeing and managing programs for an organization.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts.  

1

Beginner Level Learning

 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. Managing Work - This beginner level course provides the knowledge necessary to manage work and projects.

2

Intermediate Level Learning

 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.  Investment and Capacity Planning - This intermediate level course provides an in-depth look at creating and managing Investment and Capacity Planning Portfolios.  Register
  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. Managing Strategies and Programs - This intermediate level course provides an in-depth look at creating and managing strategic portfolios looking specifically at the Strategy menu.  Register
    FastTrack Analytics - This intermediate level course will introduce and explore the FastTrack Analytics Catalog.   Register

3

Advanced Level Learning

   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

A "Product Manager" is someone who is responsible for long-range product planning on behalf of their organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts.  

1

Beginner Level Learning

 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. Managing Work - This beginner level course provides the knowledge necessary to manage work and projects.

2

Intermediate Level Learning

 Outcome Management - This curriculum covers the management of outcomes (products, services, applications, technology, assets, facilities, and more). 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

3

Advanced Level Learning

   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

A "Portfolio Manager" is someone who is responsible for long-range planning and investment decisions for an organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts.  

1

Beginner Level Learning

 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. Managing Work - This beginner level course provides the knowledge necessary to manage work and projects.

2

Intermediate Level Learning

 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.  Investment and Capacity Planning - This intermediate level course provides an in-depth look at creating and managing Investment and Capacity Planning Portfolios.  Register
    FastTrack Analytics - This intermediate level course will introduce and explore the FastTrack Analytics Catalog.  Register

3

Advanced Level Learning

   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

An "Administrator" is someone who is responsible for maintaining the application and data and/or the creation and maintenance of the business processes.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts.  

1

Beginner Level Learning

    

2

Intermediate Level Learning

 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. General Administration - This intermediate level course provides administrators with the tools and information necessary to successfully support the production environment in PRM. Register 

3

Advanced Level Learning

 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. 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

           

           

Capability and Technology Management

Enterprise Architect Data Steward Business/Application/Technology Architect Administrator

An "Enterprise Architect" is someone who is responsible for defining and/or customizing the metamodel, data management and quality, and regularly run reports on behalf of their organization.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.   

1

Beginner Level Learning

 Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles. Capability and Technology Management Essentials - This beginner level course teaches the concepts, features, and functions.

2

Intermediate Level Learning

 Reporting - Designed for business analysts, this collection of courses teaches users to analyze portfolio data by working with report tiles and SSRS reports. Managing Capability and Technology Data - This intermediate level course teaches methodologies for portfolio and lifecycle management, data quality control, and portfolio optimization. 
  Working with Microsoft Visio - Using Visio to visualize and update data. Microsoft Visio for Enterprise One - This intermediate level course provides an understanding of how to maintain CTM data using Microsoft Visio.

3

Advanced Level Learning

   Advanced Metamodeling - This advanced level course provides hands-on learning of how to maintain and customize the metamodel. Register

A "Data Steward" is someone who is responsible for data management and quality on behalf of their organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.   

1

Beginner Level Learning

 Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles. Capability and Technology Management Essentials - This beginner level course teaches the concepts, features, and functions.

2

Intermediate Level Learning

   Data Stewardship - This intermediate level course provides an understanding of how manage data quality and use data governance workflows.

A "Business/Application/Technology Architect" is someone who is responsible for defining the metamodel, data management and quality, and regularly run reports on behalf of their business unit.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.   

1

Beginner Level Learning

 Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles. Capability and Technology Management Essentials - This beginner level course teaches the concepts, features, and functions.

2

Intermediate Level Learning

 Reporting - Designed for business analysts, this collection of courses teaches users to analyze portfolio data by working with report tiles and SSRS reports. Managing Capability and Technology Data - This intermediate level course teaches methodologies for portfolio and lifecycle management, data quality control, and portfolio optimization. 

 

An "Administrator" is someone who is responsible for maintaining the application and data repository and/or responsible for automating data collection and UI configurations.

 

Training Academy Courses

Instructor-Led Courses

0

Foundational Level Learning

 Getting Started - Get started quickly with an overview of the major features and important concepts including the Metamodel.   

1

Beginner Level Learning

 Data Management - Introduces basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles. Capability and Technology Management Essentials - This beginner level course teaches the concepts, features, and functions.

2

Intermediate Level Learning

 Reporting - Designed for business analysts, this collection of courses teaches users to analyze portfolio data by working with report tiles and SSRS reports. Managing Capability and Technology Data - This intermediate level course teaches methodologies for portfolio and lifecycle management, data quality control, and portfolio optimization. (optional)
  Administration - Introduction to various administration tasks, including managing security, portfolios, tiles, and column sets. General Administration - This intermediate level course teaches administrators the best-practice methods, skills, and techniques for efficient management of the repository. Register

3

Advanced Level Learning

   Advanced Administration - This advanced level course teaches developers to create programmatic methods of data collection, classification, and automatic relationship assignments. Register
    Advanced Metamodeling - This advanced level course provides hands-on learning of how to maintain and customize the metamodel. Register
    Report Configuration (Power BI & SSRS) - This advanced level course provides a comprehensive understanding of the advanced reporting options available when using Microsoft Report Builder (SSRS) and Microsoft's Power BI. Register
 

           

 

Training Course Catalog

Timely and relevant training is critical to your success. Planview takes an objective-based approach, ensuring that all training activities center on relevant processes, tasks, and output for each course participant. The Training Course Catalog provides brief course descriptions, learning objectives, recommended audience, as well as prerequisites and delivery options.

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.