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Planview Customer Success Center

General Administration in PPM Pro

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Course Description

General Administration training for Planview PPM Pro is an immersive, interactive class that teaches administrators the best-practice methods, skills, and techniques for efficient management of the PPM Pro production environment.

This two-day course provides the skills needed to perform the daily and weekly maintenance necessary to keep the system current and running, make necessary changes to organizations and profiles, and make updates to any structures required by new business processes. This allow you to ensure the PPM Pro production environment meets the needs of your user community. 

 

Learning Objectives

At the end of this course students will learn how to:

  • Understand the organizational hierarchy​

  • Know how to create permission profiles​

  • Understand how to create and configure each of the main entities for project management​

  • Know how to manage organizational calendars​

  • Understand how to manage and configure timesheets​

  • Know how to manage lookup lists​

  • Know how to import data using Microsoft Excel

 


Planview PPM Pro General Administration Training Class.pdf

Audience

This course is ideal for administrators who will be responsible for managing the PPM Pro production environment on behalf of their organization or business unit.

Proficient product knowledge advised.

2

Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

2 days

Agenda

  • Entity Set-Up
  • Permission Profiles
  • Lookup Lists
  • Data Import
  • Resource Settings
  • Organization Set Up
  • User Creation and Management
  • Timesheet Settings

Class Duration: 2 Days On-site, or 4 Half-day Segments Virtual

Prerequisites

  • Be an administrator for PPM Pro
  • Review the Administration online course

$2,000*

Cost

*Pricing for the Public Training class is $2,000 per person. 

Register for Public Training classes here