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Planview Customer Success Center

Portfolios Training Class: Managing Work

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Course Description

Managing Work training for Planview Portfolios is an immersive, interactive class that teaches methodologies for portfolio and lifecycle management, project planning and execution, and maintain changes, risks and issues.

This course provides mastery of the core activities required add new requests for projects, outcomes, strategies and more, review and dispatch incoming requests based on projected needs. It also covers the skills needed to create new work and project items, manage and allocate work assignments, as well as an understanding of out-of-the-box reporting. This ensures your new work initiatives are positioned to run smoothly from the start through completion.

Planview Portfolios Managing Work Training Class.pdf

Learning Objectives

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

  • Add a request into the system, providing sufficient details to make a good decision whether to move forward with the request.
  • Use the association feature to link a request with an entity, Work, Strategies or Outcomes 
  • Understand work and project management responsibilities
  • Understand the initial work planning process
  • Create new work items
  • Review the work lifecycle and explain its parts
  • Manage the work schedule and assignments
  • Manage iterative work such as action items, stories or cards
  • Review and maintain information about your work
  • Familiarize yourself with the general navigation and functionality of the Work and Assignments screen

Learning Level


Initial class taken in a broad subject area, introduces concepts

Foundational product knowledge advised.


This course is ideal for users who will be responsible for planning work and projects, managing schedules and assignments, and regularly run reports on behalf of their organization or business unit.


4 Half-day Segments Virtual


  • Requests​
  • New Work​
  • Lifecycles​
  • Work and Assignments
  • Financial Planning Detail
  • Changes, Risks and Issues
  • Project Portfolios
  • Content Management
  • Time Reporting
  • ​Progression
  • Project Closure


  • Fundamental understanding of Project and Resource Management processes and methodology


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!