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Planview Customer Success Center

Portfolios Training: General Administration


Course Description

General Administration training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that teaches administrators the best-practice methods, skills, and techniques for efficient management of the PRM production environment.

This two-day 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 roles, and make updates to any structures required by new business processes. This allow you to ensure the PRM production environment meets the needs of your user community. 


Learning Objectives

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

  • Understand PRM configuration components (for Project Management, Resource Management, and Financial Management)
  • Perform PRM management administration activities
  • Support the PRM production environment


Planview Enterprise One PRM General Administration Training Class.pdf


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

Proficient product knowledge advised.


Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

2 days


  • Administer Users, User Roles, and Resources
  • Configure Effective Dates for Resources
  • Maintain Labor Rates
  • Maintain Portfolio and Resource Management Calendars and Time Periods
  • Customize Menus, Ribbons, and Actions
  • Manage Attributes and Screens
  • Manage Fields
  • Manage Alternate Structures
  • Manage Columns and Column Sets
  • Maintain Financial Management System
  • Manage Job Streams and Jobs
  • Work with the Progressing Engine, Scheduling Engine, and Databases
  • Perform Lifecycle Administration
  • Customize Tiles
  • Manage Report Subscriptions and Content

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


  • Be an administrator for Enterprise One - Portfolio and Resource Management
  • Review the General Administration online course



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

Register for Public Training classes here