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Planview Customer Success Center

AdaptiveWork Training Class: Lite Administration (Admin I)

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Course Description

Lite Administration training for Planview AdaptiveWork is an immersive, interactive class that 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.

Planview AdaptiveWork Lite Administration (Admin I).pdf

Learning Objectives

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

  • 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


Initial class taken in a broad subject area, introduces concepts

Foundational product knowledge advised


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.


2 Half-day Segments Virtual


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


  • Be an administrator for Planview AdaptiveWork


Pricing for Public Training is $1,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!