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Planview Customer Success Center

Planview Webinar Archive

Planview Webinar Archive Library

Webinar and Event listings are now on the new Planview Events home page!

New, upcoming webinars will no longer be listed here,

but the Webinar Archive Library will continue to be updated.

           

Solutions

Level
Title
Description
Strategic Portfolio Management
(All Levels)
Why Are Only 20% of Organizations Tech-Forward? Hear about key growth drivers that define top performers. Recorded in May 2024
Strategic Portfolio Management
(All Levels)
What's Ahead For Portfolio Management Hear from Forrester's Margo Visitacion, VP and Principal Analyst on the evolution of portfolio management. Recorded in June 2024
Strategic Portfolio Management
(All Levels)
Strategic Enterprise Investment Planning with Canadian Tire Hear how Canadian Tire implemented a unified Enterprise Investment Planning process allowing them to focus on investments that will have the most impact on the business, and connect strategy to delivery. Recorded in May 2024
Project Portfolio Management (All Levels) Elevate your PMO: Adopting a Sponsor's Mindset Learn key areas that you need to focus on to elevate your PMO. Recorded in February 2024
Project Portfolio Management (All Levels) Elevate Your PMO: Outcomes over Outputs Learn how the PMO can enable strategic success. Recorded in April 2024
Project Portfolio Management (All Levels) Long Term Thinking for Today's PMO Learn how PMOs can deliver long-term value through strategic thinking. Recorded in June 2024
Project Portfolio Management (All Levels) Elevating the PMO with Tractor Supply Company Hear about the inspiring journey of Tractor Supply Company. Recorded in May 2024
Project Portfolio Management (All Levels) Driving Sustainability and Creating Value with Cargill Hear how Cargill approaches Portfolio Management to track the impact the portfolio and individual projects have on their sustainability commitments. Recorded in May 2024
Project Portfolio Management (All Levels) Thriving Through Project to Product Shifts as a PMO Learn how you  can adapt and thrive through project-to-product (P2P) shifts as a PMO. Recorded in May 2024
Professional Services (All Levels) Proagrica Connects Service Delivery Across a Global PS Organization Learn how a PMO manager at Proagrica using Planview created better visibility, predictability, and strategic insights across a global professional services organization. Recorded in August 2024
Professional Services (All Levels) Modernizing Services Business Operations to Scale with Benify Learn how Planview PSA is the trusted single source of truth for this high-performing services team. Recorded in February 2023

 

           

           

Portfolios

Level
Title
Description
Release (All Levels) Portfolios Monthly Releases Learn about the latest roadmap, updates and enhancements for Planview Portfolios.
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 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
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

 

           

Viz

Level
Title
Description
Beginner (All Levels) 10 minute Tuesday: Don't Neglect Your WIP Unlike fine wine, work in progress does not improve with age. Recorded September 2024
Release (All Levels) 10 minute Tuesday: Flow Optimizer The new way to streamline the flow of work. Recorded August 2024
Beginner (All Levels) Optimizing Flow using Planview Flow Methodology and Planview Viz: Flow Metrics in Meetings This insightful hands-on session showcases real-life examples of how teams and organizations are successfully incorporating Flow Metrics into common meetings like Sprint Planning, Sprint Retro, Quarterly/PI Planning, and more. Recorded March 2024

 

           

PPM Pro

Level
Title
Description
Release (All Levels) PPM Pro Monthly Releases and Roadmaps Learn about the latest updates and enhancements for PPM Pro.
All Levels Maximizing Value from PPM Pro: Time Management Learn more in the Maximizing Value from PPM Pro series. Recorded November 2023.
All Levels Maximizing Value from PPM Pro: Request/Intake Learn more in the Maximizing Value from PPM Pro series. Recorded October 2023.
All Levels Maximizing Value with PPM Pro: Dashboard Overview  Learn more in the Maximizing Value from PPM Pro series. Recorded September 2023.

                      

           

IdeaPlace

Level
Title
Description
Beginner (Level 1) Planview IdeaPlace 2023 Roadmap Webinar IdeaPlace NextGen, Walkthrough, and Timing
Beginner (Level 1) Connecting ideas to execution with Planview IdeaPlace & Portfolios The importance of executing on innovation. Recorded May 2023
Beginner (Level 1) Delivering customer impact with Planview IdeaPlace & AdaptiveWork Connecting innovation with execution. Recorded May 2023

           

           

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.

           

           

ChangePoint

Level
Title
Description
Release (All Levels) Planview ChangePoint Version 2024 August Release Learn about the latest roadmap, updates and enhancements for Planview ChangePoint. Recorded August 2024
Release (All Levels) 2022 Release Webinar - Q1  
Release (All Levels) 2021 Product Roadmap Webinar  
Tips & Tricks (All Levels)

Maximizing Value from ChangePoint: Project Worksheet

Maximizing Value from ChangePoint: System Administration

A new webinar series that focuses on helping you increase the value you are receiving from ChangePoint by spotlighting different key features each month.
Tips & Tricks (All Levels) Maximizing Value from ChangePoint: iForms