|
Platform
|
Level
|
Title
|
Description
|
Planview Admin
(All Levels) |
Deep Dive - Planview Admin: Learn to Unlock Value with a Guided Walkthrough |
A practical introduction to Planview Admin, covering core concepts, key benefits, and a high level walkthrough of essential features. Recorded in April 2026 |
Planview Admin
(All Levels) |
Deep Dive - Planview Admin: SSO, Authentication & Security |
An interactive session focused on configuring Single Sign-On (SSO), authentication, and platform security. We walk through key setup steps, common questions, and practical best practices. Recorded in May 2026 |
Planview Admin
(All Levels) |
Deep Dive - Planview Admin: Platform User Management |
An interactive session focused on configuring Single Sign-On (SSO), authentication, and platform security. We walk through key setup steps, common questions, and practical best practices. Recorded in June 2026 |
Portfolios
|
Level
|
Title
|
Description
|
| Release (All Levels) |
Portfolios Monthly Releases |
Learn about the latest roadmap, updates and enhancements for Planview Portfolios. |
| Beginner (All Levels) |
Analytics & Reporting Deep Dive |
This session discusses key capabilities, best practices, and common use cases. This Deep Dive format will cover details on the current release, new features & bug fixes, and Q&A. Recorded in June 2026 |
| Beginner (All Levels) |
Analytics & Reporting Deep Dive |
This session discusses key capabilities, best practices, and common use cases. This Deep Dive format will cover details on the current release, new features & bug fixes, and Q&A. Recorded in May 2026 |
| Beginner (All Levels) |
AI-Powered Outcomes and the Future of Portfolio Management |
Dr. Rich Sonnenblick, Planview's Chief Data Scientist and the mind behind Planview's AI and data science capabilities, alongside Erik Peterson and Eric Chang, join for a practical and forward-looking conversation built specifically for Planview Portfolios customers. Recorded in March 2026 |
| Beginner (All Levels) |
Planview.Me in Action: From Implementation to User Success Deep Dive |
Learn proven adoption techniques, see key features demonstrated through real-world use cases across different roles, and shared practical go-live recommendations. |
| Beginner (All Levels) |
Leveraging Logbook Deep Dive |
Learn how to effectively utilize Logbook on your Planview platform to configure, capture, and report on various organizational elements. Recorded March 2025 |
| Beginner (All Levels) |
Turn Strategy into Action: AgilePlace, Roadmaps & OKRs Deep Dive |
Learn how to connect your company’s goals to daily work using AgilePlace, Roadmaps, and OKRs. Recorded February 2025 |
| Beginner (All Levels) |
Portfolios New Ways to Work with Overviews and Planview.Me |
Learn how to work in new ways leveraging the power of Portfolio Overviews and Planview.Me. Recorded November 2024 |
| Beginner (All Levels) |
Simplifying Project Management: A Deep Dive into Connecting Portfolios and ProjectPlace |
Learn how the latest updates to Portfolios and ProjectPlace can help you level up project manager efficiency with tailored experiences that fit the way your teams deliver work. Recorded November 2024 |
| Release (All Levels) |
Custom Reporting in Planview Portfolios: Strategies for Success |
Learn more about custom reporting. Recorded February 2024 |
| Beginner (All Levels) |
Joining the dots between Project Planning and Delivery: Portfolios + Connected AgilePlace |
Learn the benefits of using Portfolios + connected AgilePlace and how using Portfolios + connected AgilePlace supports process driven work and strategic alignment. Recorded July 2023
|
| Beginner (All Levels) |
Joining the dots between Project Planning and Delivery: Portfolios + Connected ProjectPlace |
Learn how Portfolios + Connected ProjectPlace can simplify traditional portfolio practices, whilst at the same time providing visibility and management options to support delivery efficiencies. Recorded May 2023 |
| Beginner (All Levels) |
Connecting ideas to execution with Planview IdeaPlace & Portfolios |
The importance of executing on innovation. Recorded May 2023 |
AdaptiveWork
|
Level
|
Title
|
Description
|
| Release (All Levels) |
AdaptiveWork June 2026 Release Webinar |
Learn about the latest updates on Planview Anvi, PV Admin, WorkPlan, upcoming roadmap, updates and enhancements for Planview AdaptiveWork. Recorded June 2026 |
| Release (All Levels) |
AdaptiveWork February 2026 Release Webinar |
Learn about the latest updates on Planview Anvi, PV Admin, WorkPlan, upcoming roadmap, updates and enhancements for Planview AdaptiveWork. Recorded February 2026 |
| Release (All Levels) |
AdaptiveWork April 2026 Release Webinar |
Learn about the latest updates on Planview Anvi, PV Admin, WorkPlan, upcoming roadmap, updates and enhancements for Planview AdaptiveWork. Recorded April 2026 |
| Release (All Levels) |
AdaptiveWork February 2025 Release Webinar |
Learn about the latest roadmap, updates and enhancements for Planview AdaptiveWork. Recorded February 2025 |
| Release (All Levels) |
AdaptiveWork April 2025 Release Webinar |
Learn about the latest roadmap, updates and enhancements for Planview AdaptiveWork. Recorded April 2025 |
| Release (All Levels) |
AdaptiveWork June 2025 Release Webinar |
Learn about the latest roadmap, updates and enhancements for Planview AdaptiveWork. Recorded June 2025 |
| Release (All Levels) |
AdaptiveWork September 2025 Release Webinar |
Learn about the latest Copilot update roadmap, updates and enhancements for Planview AdaptiveWork. Recorded September 2025 |
| Release (All Levels) |
AdaptiveWork November 2025 Release Webinar |
Learn about the Anvi Upgrade, roadmap, updates and enhancements for Planview AdaptiveWork. Recorded November 2025 |
| Release (All Levels) |
AdaptiveWork 2026 Roadmap |
Learn about the upcoming roadmap, updates and enhancements coming to AdaptiveWork. Recorded December 2025 |
| Release (All Levels) |
AdaptiveWork July 2024 Release Webinar |
Learn about the latest roadmap, updates and enhancements for Planview AdaptiveWork. Recorded July 2024 |
| Release (All Levels) |
AdaptiveWork September 2024 Release Webinar |
Learn about the latest roadmap, updates and enhancements for Planview AdaptiveWork. Recorded September 2024 |
| Release (All Levels) |
AdaptiveWork November 2024 Release Webinar |
Learn about the latest roadmap, updates and enhancements for Planview AdaptiveWork. Recorded November 2024 |
| Beginner (All Levels) |
Virtual Workshop: Hands-on with Copilot for Planview AdaptiveWork |
Planview Copilot is a generative AI assistant designed to access, connect, and provide unprecedented visibility into your organization’s unique data intelligence. Watch how to use Copilot on AdaptiveWork in this workshop. Recorded on December 2024 |
| Beginner (All Levels) |
Delivering customer impact with Planview IdeaPlace & AdaptiveWork |
Connecting innovation with execution. Recorded May 2023 |
| Beginner (All Levels) |
Maximizing Value from AdaptiveWork: Budget and Capacity planning for Business Request Intake |
Learn about Demonstrating strategy and insights for Budget and Capacity Planning. Recorded June 2023 |
| Beginner (All Levels) |
Maximizing Value from AdaptiveWork: Reporting Capabilities Session 1 |
Learn how harnessing Reporting Capabilities can elevate the value you gain from the solution, and enhance decision making and the user experience. Recorded October 2023 |
| Beginner (All Levels) |
Maximizing Value from AdaptiveWork: Reporting Capabilities Session 2 |
Learn about advanced reporting options. Recorded November 2023 |
| Beginner (All Levels) |
Maximizing Value from AdaptiveWork: Reporting Capabilities Session 3 |
Discussions on questions of live examples in Reporting from previous sessions. Recorded December 2023 |
| Beginner (All Levels) |
Mastering Project and Portfolio Financial Management - Session 1 |
Opening session in the basics of financials in AdaptiveWork and advanced capabilities of Financial Planning that cater for different billing types, how to report on financials, how to address funding management, benefit realization and more. Recorded May 2024 |
| Beginner (All Levels) |
Mastering Project and Portfolio Financial Management | Session 2 |
Learn about advanced capabilities of Financial Planning in AdaptiveWork. Recorded July 2024 |
AgilePlace
|
Level
|
Title
|
Description
|
| Release (All Levels) |
What's New in AgilePlace |
Learn about the latest updates and enhancements for AgilePlace. Recorded August 2024 |
| Release (All Levels) |
AgilePlace Monthly Releases |
Learn about the latest updates and enhancements for LeanKit. |
| Beginner (Level 1) |
AgilePlace Fundamentals |
Lean about the basic concepts and how to get started visualizing work. Recorded January 2021 |
| Beginner (All Levels) |
Building Agile Teams |
Learn how the Agile Teams capability will help you simplify user permissions, reduce time spent on bulk board permissions, and define and visualize teams across your organization. Recorded August 2023 |
| Beginner (All Levels) |
Working with Whiteboards in AgilePlace |
Learn how you can best utilize Whiteboards in AgilePlace, unleash your creativity, and how to convert that creativity into actionable items. Recorded October 2023 |
| Beginner (Level 1) |
Powering Team Collaboration with LeanKit |
Learn how AgilePlace empowers teams to provide just-in-time information to power seamless, effective collaboration! Recorded August 2021 |
| Beginner (Level 1) |
Team Visibility with LeanKit |
Learn how to use AgilePlace to improve work visibility across teams. Recorded July 2021 |
| Beginner (Level 1) |
Caffeinate your collaboration with Instant Coffee! |
Learn how AgilePlace Instant Coffee can boost your team’s stand-ups, brainstorming sessions, planning events, and retrospectives. Recorded July 2021 |
| Beginner (Level 1) |
Best practices for building or rebuilding a AgilePlace Board |
Learn about the best practices for creating a visual model of your work and workflow. Recorded January 2022 |
| Beginner (Level 1) |
Tasks vs. Connected Cards: Best Practices |
Learn the difference between Tasks and Card Connections, and when to use one vs. the other. Recorded March 2022 |
| Beginner (Level 1) |
The Power of Board Filters |
Learn about using filters to find your work and highlight certain pieces of work in LeanKit. Recorded February 2022 |
| Beginner (Level 1) |
Common Mistakes to Avoid When Using LeanKit |
Learn about how to avoid the most common mistakes and pitfalls when using LeanKit. Recorded May 2020 |
| Beginner (Level 1) |
AgilePlace Reporting 101 |
Learn how to measure improvements, understand inefficiencies and identify bottlenecks. Recorded April 2022 |
| Intermediate (Level 2) |
Set Direction for Success with Roadmapping for Teams in AgilePlace |
Learn how to best utilize Roadmapping for Teams in AgilePlace. Recorded August 2023 |
| Intermediate (Level 2) |
OKRs & Roadmaps: How They Should Coexist in an Outcome-driven Enterprise |
Learn how Planview’s interactive roadmaps for teams and can be used with OKRs to build a successful outcome-driven plan. Recorded April 2023 |
| Intermediate (Level 2) |
Saving hours with Card Automation in AgilePlace |
Learn how Card Automation in AgilePlace can help you and your teams save time by streamlining routine tasks. Recorded May 2023 |
| Intermediate (Level 2) |
Prioritizing with Card Scoring |
Learn how Card scoring in AgilePlace helps you prioritize work by providing the ability to visually and relatively score/rank/evaluate cards using a board-defined set of criteria. Recorded August 2022 |
| Intermediate (Level 2) |
Best practices for using OKRs in AgilePlace |
Learn best practices related to OKRs in AgilePlace (formerly LeanKit), so that you can turn big-picture goals into real, actionable plans at every level of your organization. Recorded September 2022 |
| Intermediate (Level 2) |
Centralized User Management with Planview Admin |
Learn about Planview's new centralized user management capabilities. Recorded July 2022 |
| Intermediate (Level 2) |
Simplifying PI Planning with LeanKit |
Learn how to simplify Program Increment (PI) Planning, also referred to as Big Room Planning or Quarterly Planning, by using LeanKit. Recorded June 2022 |
| Intermediate (Level 2) |
Strategy Realization through OKRs and Connected Work |
Learn how to overcome organizational obstacles and enable strategy realization. Recorded May 2022 |
| Intermediate (Level 2) |
Visualizing AgilePlace Data with Power BI |
Learn how to interact with and visualize your AgilePlace data using Power BI. Recorded November 2021 |
| Intermediate (Level 2) |
Improve Time-to-Delivery with LeanKit |
Learn how AgilePlace empowers teams to not only improve their time-to-delivery but also ensure that they’re delivering the work that truly matters! Recorded September 2021 |
| Intermediate (Level 2) |
Customer webinar: To efficiency and Beyond! The Expleo Kanban journey |
Learn about how Expleo used Planview’s AgilePlace Kanban solution for high volume factory drawing increasing efficiency by 35%. Recorded May 2021 |
| Intermediate (Level 2) |
Introducing Objectives and Key Results (OKRs) |
Learn about what OKRs are, why you should use them, and how you can leverage them today to define clear and measurable objectives to drive focus across your teams. Recorded June 2021 |
| Intermediate (Level 2) |
Understanding the Health of Your Board |
Learn about how to use the Board health tab. Recorded June 2020. |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: The Assigned Users Report |
Learn about the Assigned Users Report which allows you to evaluate assigned user information quickly to help determine if work is effectively allocated. Recorded September 2019 |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: The Distribution Report |
Learn about the Distribution Report which provide a quick overview of how work items are distributed within the system and how much of your capacity is dedicated to different types of work. Recorded October 2019 |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: The Exceptions Report |
Learn about the Exceptions Report which helps team leaders know when to intervene to keep their team’s work on track, and helps teams better identify problems and make room for improvement. Recorded October 2019 |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: The Speed Report |
Learn about the Speed Report which shows the average amount of time that a card takes to be processed from start to finish.Recorded November 2019 |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: The Flow Report |
Learn about the Flow Report which allows you can see how smoothly the work is flowing through your process. Recorded December 2019 |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: The Efficiency Report |
Learn about the Efficiency Report which helps you to determine the amount of your in-process work that is active or inactive over a specific period of time. Recorded January 2020 |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: The Burndown Report |
Learn about the Burndown Report which helps teams to complete work in a specific period of time by visualizing their progress, to understand if work is being completed fast enough to meet the delivery commitment, and to understand past performance. Recorded February 2020 |
| Intermediate (Level 2) |
Understanding AgilePlace Analytics: Card Health |
Learn about the Card Health tab which provides answers to card-related questions such as expected finish date, how likely are you to meet your deadline, which lanes did this card spend time in, and has rework occurred? Recorded February 2020 |
| Intermediate (Level 2) |
Integrated Use Cases with AgilePlace and Jira |
Learn about how AgilePlace integrates with Jira. You can use Excel uploads, Zapier, Tasktop our custom API Integrations. Recorded August 2020 |
| |
|
|
ProjectPlace
|
Level
|
Title
|
Description
|
| Release (All Levels) |
ProjectPlace Releases |
Learn about the latest updates and enhancements for ProjectPlace. |
| Foundational (Level 0) |
ProjectPlace Fundamentals |
New to ProjectPlace? Or just want a quick refresher of the basic concepts? Watch this webinar on-demand. Recorded Feb 2021 |
| Foundational (Level 0) |
This is ProjectPlace |
Learn about ProjectPlace with an introductory walkthrough of capabilities and how they tie together. Recorded May 2020 |
| Beginner (Level 1) |
How to Set Access Rights for Workspace Members in ProjectPlace |
Learn how to manage member access by determining the tools each workspace member can use and the type of content each workspace member has access to. Recorded April 2023 |
| Beginner (Level 1) |
Track Your Members' Workload in ProjectPlace |
Learn how you can use the Workload tool in ProjectPlace to get an overview of your members' workload at the workspace, team or department level. This is a great way to visually see when members are overloaded or may have capacity for additional work. Recorded February 2023
|
| Beginner (Level 1) |
Brainstorming with Whiteboards
|
Learn how Brainstorming with Whiteboards in ProjectPlace is a joy to work with, allows you to unleash your creativity, and then convert into actionable items in this 13-minute Thursday webinar. Recorded October 2022 |
| Intermediate (Level 2) |
Track progress with ProjectPlace reporting and Power BI |
Learn how to take advantage of the various reporting capabilities in ProjectPlace, and how to use Power BI to further enhance your reporting. Recorded December 2021 |
| Intermediate (Level 2) |
Empower your team with templates |
Learn to take advantage of the various different templates available in ProjectPlace. Templates will not only save you time, but also help drive consistency throughout your business. Recorded October 2021 |
| Intermediate (Level 2) |
Maximize Value with ProjectPlace and Microsoft 365 |
Learn how you can take advantage of the built-in integrations ProjectPlace offers with various Microsoft 365 apps to bring all your work together. Recorded January 2021 |
| Intermediate (Level 2) |
How to Plan in ProjectPlace |
Learn about creating activities, milestones ,and connecting board and cards back to the plan. Understand why you would select a roadmap instead of a plan. Review different use cases. Recorded April 2020 |
| Intermediate (Level 2) |
How to work with Kanban boards in ProjectPlace |
Learn about Kanban principles, how to create and customize boards and cards, how to sort and filter and how to connect boards to activities in the Plan tool, and much more. Recorded December 2020 |
| Intermediate (Level 2) |
How to manage documents in ProjectPlace |
Get a deep-dive into functionalities and best-practices related to the Documents tool. |
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