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Planview Customer Success Center

AdaptiveWork Training Class: Full Administration

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OVERVIEW

Full Administration training for Planview AdaptiveWork is designed for experienced admins looking to improve their understanding of AdaptiveWork administration. The Full Admin training course is designed to build upon the topics covered in the Lite Admin training.

This course provides a deep understanding of all the supported modules and tools of AdaptiveWork. You will learn how to extend AdaptiveWork data using integrations as well as how to manage data in and out of the system. Finally, you will learn how to provide insights to trends, highlight key metrics, and even view time-phased data using advanced reporting features.

Full Administration in Planview AdaptiveWork.pdf

LEARNING OBJECTIVES

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

  • Understand the Planview AdaptiveWork Data Model and the various supported modules.
  • Build advanced reports using formula columns, time-phased data, and more.
  • Export and import data using supported features such as Data Loader.
  • Create Custom Object and custom links.

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 course is ideal for experienced administrators who will be responsible for managing the Planview AdaptiveWork production environment 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

  • System Overview
  • Work Policy
  • User Management and Security
  • Profiles
  • Apps Marketplace and Integrations
  • AdaptiveWork Data Model
  • Custom Objects
  • Change History
  • Program Dashboards and Reports
  • Moving Data
  • Slide Publisher
  • Import Tool

REQUIREMENTS

  • Beginner level Planview platform knowledge required.
  • Complete the AdaptiveWork Lite Administration course.
  • Knowledge of current processes and operating performance requirements.
  • Be an administrator for Planview AdaptiveWork.

COST

READY TO GET STARTED

Contact us for more information!

trainingrequests@planview.com