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Planview Customer Success Center

ProjectPlace Training: Workspace Administration

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Course Description

Workspace Administration training for Planview ProectPlace is an immersive, interactive class that teaches everything you need to know to set you and your team up for success by optimizing workspace functionality.

This course provides and understanding of the activities required to create projects in the Plan tool, execute work using kanban boards that keep you informed of progress of ongoing tasks allowing for easy and accurate follow-ups, and collaborating with team members using conversations, documents, and meetings. This makes it easy to focus on the right things and ensures your project work smoothly.

Planview ProjectPlace Workspace Administration Training Class.pdf

Learning Objectives

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

  • Create and manage workspaces
  • Know when to use a Roadmap vs. a Plan workspace
  • Invite members, create groups and set access rights for your workspace
  • Plan work using milestones, activities, and dependencies
  • Creating and customizing boards 
  • Create and manage custom fields
  • Import or build a folder structure for documents
  • Create workspace and card templates

Learning Level

Intermediate 

Comprehensive class with a moderate amount of detailed information

Proficient product knowledge advised

Audience

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

Duration

1 Half-day Segments Virtual

Agenda

  • Introduction to Workspaces
  • Create a Workspace
  • Roles, Groups and Access Rights
  • Workspace Settings
  • Workspace and Card Templates
  • Plan Tool
  • Roadmaps
  • Boards and Cards
  • Documents

Prerequisites

  • Complete the Workspace Essentials 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