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Planview Customer Success Center

ProjectPlace Training: Account Administration


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 half-day 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.  


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


Planview Projectplace Account Administration Training Class.pdf


This course is ideal for administrators who will be responsible for managing the Projectplace 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

1/2 day


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

Class Duration: 1/2 Day On-site, or 1 Half-day Segments Virtual



Private, on-site or virtual training is available. Please contact Planview Training Requests for a quote.