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Planview Customer Success Center

PRM Advanced Administration in Enterprise One

 

Course Description

Advanced Administration training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that teaches the skills necessary to understand, build, and modify lifecycles, scripted dialogs, configured screens, custom fields, and structures in the PRM production environment.

This two-day course focuses on the skills needed to perform perform tasks relevant to to the Process Delivery Center (PDC) architecture, set process performance objectives, and measure process performance by way of key performance indicators (KPIs) and through observing performance trends, actual vs. target, and statistical sampling. This allow you to set up your organization's business processes and helps automate the flow of work from concept to completion. 

 

Learning Objectives

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

  • Create and modify lifecycles and all supporting lifecycle elements
  • Create and modify scripted dialogs, configured screens, alternate structures and fields 
  • Create and update Fields​
  • Create and update Structures​
  • Create and edit Request Mappings​
  • Understand Configuration Migration​
  • Understand what is available in Customer Care Support and Customer Success Center​

 

Planview Enterprise One PRM Advanced Administration Training Class.pdf

Audience

This course is ideal for experienced administrators and process architects who will be responsible for managing the PRM production environment on behalf of their organization or business unit.

Expert product knowledge required. 

3

Program Level

Advanced (Level 3)

Very technical class with highly detailed topics

2 days

Agenda

  • Manage Users and Resources​
  • Manage Planview calendars​
  • Manage Financial Models and Versions​
  • Manage Labor Rates​
  • Manage Column Sets​
  • Manage Custom Tiles​
  • Manage Menus, Ribbons and Tiles​
  • Manage Fields​
  • Manage Structures (primary and alternate structures)​
  • Manage Request Mappings​
  • Create and Manage Lifecycles​
  • Manage Scripted Dialogs​
  • Manage Configuration Migration​

Class Duration: 2 Days On-site, or 4 Half-day Segments Virtual

Prerequisites

$2,000*

Cost

*Pricing for Open Enrollment training is $2,000 per person. 

Register for Open Enrollment classes here