Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

General Administration Success Series for Planview Enterprise One - Portfolio and Resource Management

Course Description

This training provides Planview administrators with the tools and information necessary to successfully support the Planview Enterprise production environment successfully. This course provides attendees with an overview of the Planview Enterprise configuration components and how to perform Planview Enterprise One - Portfolio and Resource Management administrative activities.

Course Information

Audience: Planview Enterprise One - Portfolio and Resource Management administrators

Objective:  At the conclusion of this course, the participants will be able to:

  • Understand Planview Enterprise One - Portfolio and Resource Management configuration components (for Project Management, Resource Management, and Financial Management)
  • Perform Planview Enterprise One - Portfolio and Resource Management administration activities
  • Support the Planview Enterprise One - Portfolio and Resource Management production environment

Program level: Intermediate

Delivery method: Open enrollment classroom or virtual classroom

Length: 12 classroom hours (plus 1 day of preparation for the trainer).

Cost: $1,595

Topics

  • Manage Users and Resources
  • Manage Menus, Ribbons and Tiles
  • Manage the Analytics and Reporting Portal
  • Manage Planview calendars
  • Manage Financial Models and Versions
  • Manage Labor Rates
  • Manage Column Sets
  • Manage Custom Tiles
  • Manage Job Streams

Get Ready

Before the class:

 Complete Administrator e-learning enablement path

Have a fundamental understanding of Project Management processes and methodology

Registration

Register by clicking on one of the upcoming course dates below

Phone: (512) 498-2474

Email: trainingrequests@planview.com

Upcoming Courses