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Planview Customer Success Center

Portfolios Training Class: Advanced Administration

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Course Description

Advanced Administration training for Planview Portfolios 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 Portfolios production environment.

This 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. 

Planview Portfolios Advanced Administration Training Class.pdf

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​

Learning Level

Advanced 

Very technical class with highly detailed topics.

Expert product knowledge required.

Audience

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

Duration

4 Half-day Segments Virtual

Agenda

  • 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

Prerequisites

  • Complete General Administration in Portfolios course
  • Knowledge of current processes and operating performance requirements

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