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Planview Customer Success Center

ProjectPlace Training: Account Administration

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Course Description

Account Administration training for Planview ProjectPlace is an immersive, interactive class that teaches administrators the best-practice methods, skills, and techniques for efficient management of the ProjectPlace environment.

This course provides the skills needed to perform the daily and weekly maintenance necessary to keep the system current and running, set up and manage users and teams, monitor workspace activity and storage, review account statistics, and manage incoming workspace requests. This allow you to ensure the ProjectPlace environment meets the needs of your user community.  

Planview ProjectPlace Account Administration Training Class.pdf

Learning Objectives

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

  • Perform ProjectPlace administration activities
  • Support the ProjectPlace production environment
  • Manage Requests
  • Create and work with Portfolios
  • Work with the Workload tool
  • Create and work with Templates

Learning Level

Advanced 

Very technical class with highly detailed topics

Expert product knowledge required

Audience

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

Duration

1 Half-day Segments Virtual

Agenda

  • Overview of Account Administration
  • Members and Groups
  • Requests
  • Portfolios
  • Workload Tool
  • Templates

Prerequisites

  • Complete the Workspace Essentials class or the equivalent knowledge 
  • Complete the Workspace Administration class or the equivalent knowledge

Cost

Private on-site or virtual training is also available

READY TO GET STARTED

Contact us for more information!

trainingrequests@planview.com