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Planview Customer Success Center

FastTrack Analytics in Enterprise One

 

Course Description

FastTrack Analytics training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that introduces the skills to configure the out-of-the-box FastTrack Analytics reports to meet the reporting needs of the organization.

This one-day course provides an understanding of the core activities required to adjust the attributes displayed in analytics and reports, manage report parameters, modify the look and feel of reports, and how to expand the reporting Framework to include additional attributes and to create new persona reports based on the FastTrack Analytics. This will allow you to take full advantage of pre-defined reports summarizing and visualizing data from your PRM application.

 

Learning Objectives

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

  • Configure the FastTrack Analytics reports, controlling report data points, report parameters and report look and feel
  • Create new reports using Persona capability, which allows customers to extend the catalog with new reports tailored to their specific reporting needs
  • Enable additional attributes in the reporting Framework (Milestone and Attribute Dates and Lifecycle Step Analysis)
  • Understand the FastTrack Analytics Catalog and the scope of data from Planview Enterprise One which is available for display and analysis in the reports

Audience

This class is ideal for users of PRM who will be responsible for generating out-of-the-box reports on behalf of their organization or business unit.

Proficient product knowledge advised.

Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

1 day

Agenda

  • Configuration Principles
  • FastTrack Analytics Configuration
  • Attributes
  • Report Appearance
  • Personas
  • Advanced Attributes and Options

Class Duration: 2 Half-day Segments Virtual 

Prerequisites

  • Participants should have a good understanding of different attribute types (alternate structures, fields, sub-total columns, and calculated columns) available in the PRM application

  • Participants should be experienced in maintaining alternate structures and creating and maintaining the report tiles

  • Complete the Analytics and Reporting self-paced online course

$1,000*

Cost

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

Register for Open Enrollment classes here