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Planview Customer Success Center

PPM Pro Training: General Administration

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Course Description

General Administration training for Planview PPM Pro is an immersive, interactive class that teaches administrators the best-practice methods, skills, and techniques for efficient management of the PPM Pro production environment.

This course provides the skills needed to perform the daily and weekly maintenance necessary to keep the system current and running, make necessary changes to organizations and profiles, and make updates to any structures required by new business processes. This allow you to ensure the PPM Pro production environment meets the needs of your user community. 

Planview PPM Pro General Administration Training Class.pdf

Learning Objectives

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

  • Understand the organizational hierarchy​
  • Know how to create permission profiles​
  • Understand how to create and configure each of the main entities for project management​
  • Know how to manage organizational calendars​
  • Understand how to manage and configure timesheets​
  • Know how to manage lookup lists​
  • Know how to import data using Microsoft Excel

Learning Level

Intermediate 

Comprehensive class with a moderate amount of detailed information

Proficient product knowledge advised

Audience

This course is ideal for administrators who will be responsible for managing the PPM Pro production environment on behalf of their organization or business unit.

Duration

4 Half-day Segments Virtual

Agenda

  • Administration Overview
  • Entity Set-Up
  • Permission Profiles
  • Lookup Lists
  • Data Import
  • Resource Settings
  • Organization Set Up
  • User Creation and Management
  • Timesheet Settings

Prerequisites

  • Be an administrator for PPM Pro

Cost

Pricing for Public Training is $2,000 per person

Enroll in classes here

Private on-site or virtual training is also available

READY TO GET STARTED

Contact us for more information!

trainingrequests@planview.com