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Planview Customer Success Center

Enterprise Architecture Training: Managing Data


Course Description

Managing Capability and Technology Data training for Planview Enterprise One - Capability and Technology Management (CTM) is an immersive, interactive class that teaches methodologies for portfolio and lifecycle management, data quality control, and portfolio optimization.

This two-day course provides mastery of the core activities required to define the metamodel, import and maintain data that feeds into reports, as well as an understanding of out-of-the-box reporting. This course a prerequisite to several courses in the CTM course catalog.


Learning Objectives

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

  • Manage Capability and Technology portfolios
  • Use the CTM metamodel to manage data
  • Upload portfolio data Using MS Excel
  • Manage lifecycles 
  • Analyze portfolios
  • Understand the report types available in CTM
  • Create a custom lifecycle


Planview Enterprise One Managing Data Training Class.pdf


This course is ideal for Architects who will be responsible for defining the metamodel, data management and quality, and regularly run reports on behalf of their organization or business unit.

Foundational product knowledge advised.


Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information.

2 days


  • Metamodel Concepts
  • Core Domain Components
  • Creating Reports
  • Managing Data
  • Data Quality
  • Report Types
  • Use Cases
  • Creating Reports

Class Duration: 2 Days On-site or 4 Half-day Segments Virtual (plus 1 day of preparation for the trainer)




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

Register for Public Training classes here

Private on-site or virtual training is also available.

Please contact Planview Training Requests for a quote.