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Planview Customer Success Center

PPM Pro Training Center

Planview PPM Pro Training Center

Instructor-led and online training services for the Planview PPM Pro product. 

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.

 

Learning Paths

Select a role to see a Learning Path comprised of online self-paced, instructor-led courses and/or webinars. People often have responsibilities that span multiple roles, so think about what works best for your organization.

Which learning option is best for you?
  • The free, self-paced online Training Academy combines help documents and videos into an easy to follow structure organized by by subjects.
  • Instructor-led Courses are taught by Planview certified Subject Matter Experts who cover a variety of subjects, provide hand-on exercises, and interactive student materials all in a professional learning environment. Open Enrollment classes are open to all customers. Classes available as Open Enrollment are indicated with a red "register" button. 
  • Our free Enablement Webinars are also lead by Subject Matter Experts who dive into specialized topics in short video sessions.

           

Time Reporter Project Manager Resource Manager Program Manager Portfolio Manager Administrator

A "Time Reporter" is someone who will use the software to view their assignments and for time reporting purposes only.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Using Timesheets - Begin to familiarize yourself with the timesheet function in PPM Pro with this series of articles and video.    

A "Project Manager" is someone who is responsible for the planning, procurement and execution of work and projects for an organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

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.   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.    

2

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  
  Dashboards - Use these courses to learn how to create and work with dashboards.    

A "Resource Manager" is someone who is responsible for scheduling and allocating individual or team resources for an organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

Beginner Level Learning

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  

2

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  
  Dashboards - Use these courses to learn how to create and work with dashboards.    

 

 

 

A "Program Manager" is someone who is responsible for overseeing and managing programs for an organization.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

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  
  Project Management - Learn how to effectively project plans, monitor project execution, and closeout.    
  Working with the Project View - Manage work initiatives in terms of schedule, effort, and cost, with the understanding to manage resources for an organization.    

2

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  
  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.  

A "Portfolio Manager" is someone who is responsible for long-range planning and investment decisions for an organization or business unit.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

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  
  Project Management - Learn how to effectively project plans, monitor project execution, and closeout.    
  Working with the Project View - Manage work initiatives in terms of schedule, effort, and cost, with the understanding to manage resources for an organization.    

2

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  
  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.  

An "Administrator" is someone who is responsible for maintaining the application and data and/or the creation and maintenance of the business processes.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

Beginner Level Learning

     

2

Intermediate Level Learning

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  
  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  
  Dashboards - Use these courses to learn how to create and work with dashboards.    
 

Training Course Catalog

Timely and relevant training is critical to your success. Planview takes an objective-based approach, ensuring that all training activities center on relevant processes, tasks, and output for each course participant. The Training Course Catalog provides brief course descriptions, learning objectives, recommended audience, as well as prerequisites and delivery options.

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.