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Planview Customer Success Center

Enterprise Architecture Training: Microsoft Visio Add-In


Course Description

Microsoft Visio Add-In training for Planview Enterprise One - Capability and Technology Management (CTM) is an immersive, interactive class that teaches how to create Visio diagrams based on the data already within the CTM repository.

This one-day course provides the skills needed to query data in the CTM repository, use line-of-sight modeling, and update the data providing you with a graphical interface of your data. 


Learning Objectives

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

  • Install the latest Visio plugin
  • Connect Visio to the CTM repository
  • Create a Stencil
  • Query the CTM repository
  • Use alternative shapes
  • Commit data to the repository
  • Understand access control


Planview Enterprise One Microsoft Visio Add-In Training Class.pdf


This course is ideal for experienced Architects who work directly with the metamodel who want to learn how to make changes and create snapshots in Microsoft Visio.

Proficient product knowledge advised.


Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

1 day


  • Setting Up Visio
  • Basic Modeling
  • Creating and Using Templates
  • Shapes and Layouts
  • Creating Snapshots
  • Updating and Committing Changes

Class Duration: 1 Day On-site, or 2 Half-day Segments Virtual




*Pricing for Public Training is $1,000 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.