PPM Pro Training: Reporting and Dashboards

OVERVIEW

Reporting and Dashboards training for Planview PPM Pro introduces the skills to configure the out-of-the-box reports to meet the reporting needs of the organization.

This course provides an understanding of the core activities required to create and work with varying report types, manage report parameters, modify the look and feel of reports, and expand the reporting data inputs. This will allow you to take full advantage of pre-defined reports summarizing and visualizing data from your PPM Pro application.

Reporting and Dashboards in Planview PPM Pro.pdf

LEARNING OBJECTIVES

At the end of this course, you will learn the following skills:

• Understand the types of reports available in PPM Pro.
• Work with the Reports List page for creating reports, running existing reports, bulk adding/removing team members, changing the report owner.
• Quickly access your data and build meaningful reports.
• Run your report and save, print, or download to a different format.
• Create and work with dashboards.

LEARNING LEVEL

Intermediate 

Intended for learners who have mastered the basics and are ready to delve deeper into the subject. It explores more complex concepts, techniques, and applications, allowing participants to enhance their knowledge and practical skills.

WHO SHOULD ENROLL

This class is ideal for users of PPM Pro who will be responsible for generating out-of-the-box reports on behalf of their organization or business unit.

FORMAT

• Two (2) half-day sessions in a virtual classroom, or one (1) full-day sessions in an onsite classroom. 
• All instructor-led classes are delivered hands-on in a virtual training environment.

SUMMARY AGENDA

• Reports Overview
• Working with Reports List
• Create a Report
• Run a Report
• Dashboards Overview

REQUIREMENTS

• Beginner level Planview platform knowledge required.
• Participants should have a good understanding of different report types and should be experienced in creating and maintaining report.

COST

• Pricing for Public Training is $1,000 per person. Enroll in classes here.
• Private on-site or virtual training is available, email trainingrequests@planview.com to receive a quote.