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Planview Customer Success Center

Portfolios Training Class: FastTrack Analytics

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Course Description

FastTrack Analytics training for Planview Portfolios is an immersive, interactive class that introduces the skills to configure the out-of-the-box FastTrack Analytics reports to meet the reporting needs of the organization.

This course provides an understanding of the core activities required to adjust the attributes displayed in analytics and reports, manage report parameters, modify the look and feel of reports, and how to expand the reporting Framework to include additional attributes and to create new persona reports based on the FastTrack Analytics. This will allow you to take full advantage of pre-defined reports summarizing and visualizing data from your Portfolios application.

Planview Portfolios FastTrack Analytics Training Class.pdf

Learning Objectives

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

  • Configure the FastTrack Analytics reports, controlling report data points, report parameters and report look and feel
  • Create new reports using Persona capability, which allows customers to extend the catalog with new reports tailored to their specific reporting needs
  • Enable additional attributes in the reporting Framework (Milestone and Attribute Dates and Lifecycle Step Analysis)
  • Understand the FastTrack Analytics Catalog and the scope of data from
  • Planview Portfolios which is available for display and analysis in the reports

Learning Level

Intermediate

Comprehensive class with a moderate amount of detailed information.

Proficient product knowledge advised

Audience

This class is ideal for users of Planview Portfolios who will be responsible for generating out-of-the-box reports on behalf of their organization or business unit. 

Duration

2 Half-day Segments Virtual

Agenda

  • FastTrack Analytics Overview
  • Configuration Principles
  • FastTrack Analytics Configuration
  • Attributes
  • Report Appearance
  • Personas
  • Advanced Attributes and Options

Prerequisites

  • Participants should have a good understanding of different attribute types (alternate structures, fields, sub-total columns, and calculated columns) available in the Planview Portfolios application
  • Participants should be experienced in maintaining alternate structures and creating and maintaining the report tiles

Cost

Pricing for Public Training is $1,000 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