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Planview Customer Success Center

Portfolios Training: Managing Work

Course Description

Managing Work training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that teaches methodologies for portfolio and lifecycle management, project planning and execution, and maintain changes, risks and issues.

This two-day course provides mastery of the core activities required to create new work and project items, manage and allocate work assignments, as well as an understanding of out-of-the-box reporting. This course a prerequisite to several courses in the PRM course catalog.


Learning Objectives

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

  • Understand work and project management responsibilities
  • Understand the initial work planning process
  • Create new work item​s
  • Review the work lifecycle and explain its parts
  • Manage the work schedule and assignments
  • Manage iterative work such as action items, stories or cards
  • Review and maintain information about your work
  • Familiarize yourself with the general navigation and functionality of the Work and Assignments screen


Planview Enterprise One Managing Work Training Class.pdf


This course is ideal for users who will be responsible for planning work and projects, managing schedules and assignments, and regularly run reports on behalf of their organization or business unit.

Program Level

Beginner (Level 1)

Initial class taken in a broad subject area, introduces concepts.

Foundational product knowledge advised

2 days


  • New Work​
  • Lifecycles​
  • Work and Assignments
  • Financial Planning Detail
  • Changes, Risks and Issues
  • Project Portfolios
  • Content Management
  • Time Reporting
  • ​Progression
  • Project Closure

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




*Pricing for the Public Training clas 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.