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Planview Customer Success Center

Portfolios Training: Advanced Administration


Course Description

Advanced Administration training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that teaches the skills necessary to understand, build, and modify lifecycles, scripted dialogs, configured screens, custom fields, and structures in the PRM production environment.

This two-day course focuses on the skills needed to perform perform tasks relevant to to the Process Delivery Center (PDC) architecture, set process performance objectives, and measure process performance by way of key performance indicators (KPIs) and through observing performance trends, actual vs. target, and statistical sampling. This allow you to set up your organization's business processes and helps automate the flow of work from concept to completion. 


Learning Objectives

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

  • Create and modify lifecycles and all supporting lifecycle elements
  • Create and modify scripted dialogs, configured screens, alternate structures and fields 
  • Create and update Fields​
  • Create and update Structures​
  • Create and edit Request Mappings​
  • Understand Configuration Migration​
  • Understand what is available in Customer Care Support and Customer Success Center​


Planview Enterprise One PRM Advanced Administration Training Class.pdf


This course is ideal for experienced administrators and process architects who will be responsible for managing the PRM production environment on behalf of their organization or business unit.

Expert product knowledge required. 


Program Level

Advanced (Level 3)

Very technical class with highly detailed topics

2 days


  • Manage Fields​
  • Manage Structures (primary and alternate structures)​
  • Manage Request Mappings​
  • Create and Manage Lifecycles​
  • Manage Scripted Dialogs​
  • Manage Configuration Migration​

Class Duration: 2 Days On-site, or 4 Half-day Segments Virtual




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

Register for Public Training classes here