Skip to main content
Planview Customer Success Center

Portfolios Training Class: General Administration

social-skins-v.229_linkedin-2000x500-M copy.jpg

Course Description

General Administration training for Planview Portfolios is an immersive, interactive class that teaches administrators the best-practice methods, skills, and techniques for efficient management of the PRM production environment.

This course provides the skills needed to perform the daily and weekly maintenance necessary to keep the system current and running, make necessary changes to organizations and roles, and make updates to any structures required by new business processes. This allow you to ensure the Portfolios production environment meets the needs of your user community. 

Planview Portfolios General Administration Training Class.pdf

Learning Objectives

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

  • Understand Portfolios configuration components (for Project Management, Resource Management, and Financial Management)
  • Perform Portfolios management administration activities
  • Support the Portfolios production environment

Learning Level


Comprehensive class with a moderate amount of detailed information

Proficient product knowledge advised.


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


4 Half-day Segments Virtual


  • Administer Users, User Roles, and Resources
  • Configure Effective Dates for Resources
  • Maintain Labor Rates
  • Maintain Portfolio and Resource Management Calendars and Time Periods
  • Customize Menus, Ribbons, and Actions
  • Manage Attributes and Screens
  • Manage Fields
  • Manage Alternate Structures
  • Manage Columns and Column Sets
  • Maintain Financial Management System
  • Manage Job Streams and Jobs
  • Work with the Progressing Engine, Scheduling Engine, and Databases
  • Perform Lifecycle Administration
  • Customize Tiles
  • Manage Report Subscriptions and Content


  • Be an administrator for Planview Portfolios


Pricing for Public Training is $2,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!