A "Time Reporter" is someone who will use the software to view their assignments and for time reporting purposes only.
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Training Academy Courses
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Instructor-Led Courses
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Webinars (live and recorded)
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Foundational Level Learning
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Using Timesheets - Begin to familiarize yourself with the timesheet function in PPM Pro with this series of articles and video. |
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A "Project Manager" is someone who is responsible for the planning, procurement and execution of work and projects for an organization or business unit.
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Training Academy Courses
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Instructor-Led Courses
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Webinars (live and recorded)
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Foundational Level Learning
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Getting Started - Get started quickly with an overview of the major features and important concepts. |
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Beginner Level Learning
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Requests Overview - Requests allow organizations to manage work intake or demand by creating a single entry point for work requests, and automating the process of evaluating and approving them. |
Managing Projects - This beginner level course provides the knowledge necessary to manage projects. Register |
Requests End-to-End - Learn about the request capabilities, actions, notification and administration. Recorded December 2019 |
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Project Management - Learn how to effectively project plans, monitor project execution, and closeout. |
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Agile Management with PPM Pro and LeanKit - Learn about how Planview has used PPM Pro and LeanKit together to streamline development. Recorded March 2019 |
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Working with the Project View - Manage work initiatives in terms of schedule, effort, and cost, with the understanding to manage resources for an organization. |
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Intermediate Level Learning
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Reports - This curriculum explains the types of reports available, and how to create and work with reports. |
Reporting and Dashboards in PPM Pro - This intermediate level course provides the necessary instruction to create and work with reports and dashboards in Planview PPM Pro. Register |
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Dashboards - Use these courses to learn how to create and work with dashboards. |
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A "Resource Manager" is someone who is responsible for scheduling and allocating individual or team resources for an organization or business unit.
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Training Academy Courses
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Instructor-Led Courses
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Webinars (live and recorded)
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Foundational Level Learning
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Getting Started - Get started quickly with an overview of the major features and important concepts. |
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Beginner Level Learning
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Resource Management - Learn how to maintain resource attribute information, measure and optimize resource utilization, and review and approve timesheets. |
Managing Resources - This beginner level course provides the understanding to manage resources. Register |
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Intermediate Level Learning
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Reports - This curriculum explains the types of reports available, and how to create and work with reports. |
Reporting and Dashboards in PPM Pro - This intermediate level course provides the necessary instruction to create and work with reports and dashboards in Planview PPM Pro. Register |
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Dashboards - Use these courses to learn how to create and work with dashboards. |
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A "Program Manager" is someone who is responsible for overseeing and managing programs for an organization.
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Training Academy Courses
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Instructor-Led Courses
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Webinars (live and recorded)
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Foundational Level Learning
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Getting Started - Get started quickly with an overview of the major features and important concepts. |
|
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Beginner Level Learning
|
Requests Overview - Requests allow organizations to manage work intake or demand by creating a single entry point for work requests, and automating the process of evaluating and approving them. |
Managing Projects - This beginner level course provides the knowledge necessary to manage projects. Register |
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Project Management - Learn how to effectively project plans, monitor project execution, and closeout. |
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Working with the Project View - Manage work initiatives in terms of schedule, effort, and cost, with the understanding to manage resources for an organization. |
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Intermediate Level Learning
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Reports - This curriculum explains the types of reports available, and how to create and work with reports. |
Reporting and Dashboards in PPM Pro - This intermediate level course provides the necessary instruction to create and work with reports and dashboards in Planview PPM Pro. Register |
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Dashboards - Use these courses to learn how to create and work with dashboards. |
Predictive Portfolio Analysis - This intermediate level course provides an in-depth look at creating and managing financial and capacity planning scenarios in Planview PPM Pro. Register |
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A "Portfolio Manager" is someone who is responsible for long-range planning and investment decisions for an organization or business unit.
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Training Academy Courses
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Instructor-Led Courses
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Webinars (live and recorded)
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Foundational Level Learning
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Getting Started - Get started quickly with an overview of the major features and important concepts. |
|
|
Beginner Level Learning
|
Requests Overview - Requests allow organizations to manage work intake or demand by creating a single entry point for work requests, and automating the process of evaluating and approving them. |
Managing Projects - This beginner level course provides the knowledge necessary to manage projects. Register |
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Project Management - Learn how to effectively project plans, monitor project execution, and closeout. |
|
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Working with the Project View - Manage work initiatives in terms of schedule, effort, and cost, with the understanding to manage resources for an organization. |
|
|
Intermediate Level Learning
|
Reports - This curriculum explains the types of reports available, and how to create and work with reports. |
Reporting and Dashboards in PPM Pro - This intermediate level course provides the necessary instruction to create and work with reports and dashboards in Planview PPM Pro. Register |
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Dashboards - Use these courses to learn how to create and work with dashboards. |
Predictive Portfolio Analysis - This intermediate level course provides an in-depth look at creating and managing financial and capacity planning scenarios in Planview PPM Pro. Register |
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An "Administrator" is someone who is responsible for maintaining the application and data and/or the creation and maintenance of the business processes.
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Training Academy Courses
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Instructor-Led Courses
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Webinars (live and recorded)
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Foundational Level Learning
|
Getting Started - Get started quickly with an overview of the major features and important concepts. |
|
|
Beginner Level Learning
|
Requests Overview - Requests allow organizations to manage work intake or demand by creating a single entry point for work requests, and automating the process of evaluating and approving them. |
Managing Projects - This beginner level course provides the knowledge necessary to manage projects. Register |
Requests End-to-End - Learn about the request capabilities, actions, notification and administration. Recorded December 2019 |
|
Project Management - Learn how to effectively project plans, monitor project execution, and closeout. |
Managing Resources - This beginner level course provides the understanding to manage resources. Register |
Agile Management with PPM Pro and LeanKit - Learn about how Planview has used PPM Pro and LeanKit together to streamline development. Recorded March 2019 |
|
Working with the Project View - Manage work initiatives in terms of schedule, effort, and cost, with the understanding to manage resources for an organization. |
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Resource Management - Learn how to maintain resource attribute information, measure and optimize resource utilization, and review and approve timesheets. |
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Intermediate Level Learning
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General Administration - This course covers the setup and configuration. |
General Administration - This intermediate level course provides administrators with the tools and information necessary to successfully support the production environment. Register |
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Reports - This curriculum explains the types of reports available, and how to create and work with reports. |
Reporting and Dashboards in PPM Pro - This intermediate level course provides the necessary instruction to create and work with reports and dashboards in Planview PPM Pro. Register |
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Dashboards - Use these courses to learn how to create and work with dashboards. |
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