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Planview Customer Success Center

Managing Requests in Enterprise One

 

Course Description

Managing Requests training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that teaches how to manage proposed work requests.

This one-day course provides the skills needed to add new requests for projects, outcomes, strategies and more, review and dispatch incoming requests based on projected needs, and regularly run reports on behalf of an organization or business unit. This ensures your new work initiatives are positioned to run smoothly from the start.

May be combined with Managing Work when delivered as private training. 

 

Learning Objectives

At the end of this course students will learn how to:

  • Use the features and functions of the Requests menu for managing proposed work, products, services, and strategies, etc.
  • Master the screen layout and navigation of the Request Portfolio View.
  • Create a new request portfolio to assist with your management and analysis. 
  • Add a request into the system, providing sufficient details to make a good decision whether to move forward with the request.
  • Prepare requests for review and update request status 
  • Dispatch a request to a new entity type to the appropriate delivery group 
  • Use the association feature to link a request with an entity, Work, Strategies or Outcomes 

 


 

Audience

This course is ideal for users who will be responsible for adding and/or managing new work requests on behalf of their organization or business unit.

Foundational product knowledge advised.

1

Program Level

Beginner (Level 1)

Initial class taken in a broad subject area, introduces concepts

1 day

Agenda

  • Requests Overview
  • Request Portfolio View
  • Add Request Portfolios
  • Manage Requests
  • Dispatch Requests
  • Associate Requests

Class Duration: 1 Day On-site, 2 Half-day Segments Virtual (plus 1 day of preparation for the trainer)

Prerequisites

  • Fundamental understanding of Project and Resource Management processes and methodology
  • Complete the Concepts and Navigation online course
  • Complete the Requests self-paced online course

$1,000*

Cost

*Pricing for Open Enrollment training is $1,000 per person. 

Register for Open Enrollment classes here

Private on-site or virtual training is also available.

Please contact Planview Training Requests for a quote.