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Planview Customer Success Center

AdaptiveWork Training Class: Lite Administration

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OVERVIEW

Lite Administration training for Planview AdaptiveWork teaches new administrators an introduction to the fundamentals for managing the Planview AdaptiveWork production environment.

This course provides the skills needed to tailor the user experience and present relevant data to various types of users by leveraging user permissions, profiles, layouts, and more. You will also learn how to create dynamic reports and dashboards, making it easy to share project data with all stakeholders. Finally, we bring all of this together by sharing best practices around simplicity, information sharing, and access.

Lite Administration in Planview AdaptiveWork.pdf

LEARNING OBJECTIVES

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

  • Manage Users and understand user permissions.
  • Optimize your environment's look and feel.
  • Build Reports and Dashboards.
  • Extend functionality by using tools like Slide Publisher.

LEARNING LEVEL

Beginner 

Aimed at individuals who have some familiarity with the subject but are still in the early stages of learning.  Participants build a strong foundation for more advanced studies.

WHO SHOULD ENROLL

This course is ideal for new 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

  • User Management and Security
  • Views
  • Profiles
  • Layout
  • AdaptiveWork Data Model
  • Reporting Engine

REQUIREMENTS

  • Foundational level Planview platform knowledge required.
  • Be an administrator for Planview AdaptiveWork.

COST

READY TO GET STARTED

Contact us for more information!

trainingrequests@planview.com