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Planview Customer Success Center

Planview Enablement Webinars

Planview Webinar Archive Library

Webinar and Event listings are now on the new Planview Events home page!

New, upcoming webinars will no longer be listed here,

but the Webinar Archive Library will continue to be updated.

Select an application to see an archive of related enablement webinars.


Enterprise One

Release (All Levels) Enterprise One Monthly Releases Learn about the latest roadmap, updates and enhancements for Enterprise One.
Intermediate (Level 2) Enterprise One and Connected Projectplace - the Best of Both Worlds With Enterprise One and connected Projectplace your portfolio and project managers, as well as your project team members, can work in a tool purpose-built for their needs and ways of working.  Recorded March 2021
Intermediate (Level 2) Enterprise One & Connected LeanKit: Supporting Agile Project Delivery in a Hybrid World Learn how the connection between Enterprise One & LeanKit provides agile team’s the flexibility they need to plan and deliver their work while still allowing PMO’s visibility into work status and the ability to report at the portfolio level.  Recorded April 2021
Release (All Levels) Expanding Work and Resource Management with Innovation Management Learn about how Spigit can enhance your Work and Resource Management vision. Recorded January 2019




Release (All Levels) PPM Pro Monthly Releases and Roadmaps Learn about the latest updates and enhancements for PPM Pro.
Beginner (Level 1) Requests End-to-End Demo Learn about the request capabilities, actions, notification and administration. Recorded December 2019
Beginner (Level 1) Agile Management with PPM Pro and LeanKit Learn about how Planview has used PPM Pro and LeanKit together to streamline development. Recorded March 2019




Beginner (Level 1) Access and User Import Learn about access settings, adding and managing users, and user attributes.
Beginner (Level 1) Building a Challenge Pipeline Learn about what defines a challenge pipeline, what makes a good pipeline, and generating and managing challenge demand. Recorded September 2018
Beginner (Level 1) Configuring Challenge Phases and Stages Learn about the difference between Phases and Stages and their configuration. Recorded April 2018
Beginner (Level 1) Challenge Question, Communications, and Incentives Learn about uncovering the intent of a challenge, articulating the question, as well as planning for communications and incentives.
Beginner (Level 1) Challenge Templates and Use Cases Learn about the pre-loaded challenge templates, how to use them. Recorded June 2018
Intermediate (Level 2) API Use Cases and Endpoints Learn about the Application Programming Interface (API), how it works, and how to build one. Recorded August 2018
Intermediate (Level 2) Challenge Moderation Learn about basic challenge concepts, moderation best practices, and example scenarios you may encounter as a Moderator. Recorded August 2018
Intermediate (Level 2) Expert Review Learn about basic challenge concepts, how to perform an expert review. Recorded August 2018
Intermediate (Level 2) Site Editor Learn about Spigit's tool for configuring site pages and the widgets upon them. Recorded July 2018
Intermediate (Level 2) User Management and Access Settings Learn about access settings, adding and managing users and how to manage roles. Recorded July 2018
Advanced (Level 3) Public Access Settings Learn about external challenges, how to configure an instance and customize the registration page, as well as review common considerations and recommendations. Recorded September 2018
Advanced (Level 3) User Attributes Learn about how user attributes are passed into Spigit software, and how to use attributes to further your program. Recorded October 2018




Release (All Levels) LeanKit Monthly Releases Learn about the latest updates and enhancements for LeanKit.
Beginner (Level 1) LeanKit Fundamentals Lean about the basic concepts and how to get started visualizing work. Recorded January 2021  
Beginner (Level 1) Powering Team Collaboration with LeanKit Learn how LeanKit empowers teams to provide just-in-time information to power seamless, effective collaboration! Recorded  August 2021
Beginner (Level 1) Team Visibility with LeanKit  Learn how to use LeanKit to improve work visibility across teams. Recorded July 2021
Beginner (Level 1) Caffeinate your collaboration with Instant Coffee! Learn how LeanKit's Instant Coffee can boost your team’s stand-ups, brainstorming sessions, planning events, and retrospectives. Recorded July 2021  
Beginner (Level 1) Best practices for building or rebuilding a LeanKit Board Learn about the best practices for creating a visual model of your work and workflow. Recorded April 2019
Beginner (Level 1) Tasks vs. Connected Cards: Best Practices Learn about breaking your work down to help estimating, team buy-in, dependencies, etc. Recorded May 2019
Beginner (Level 1) The Power of Board Filters Learn about using filter to find your work, highlight problems and provide guidance to others.  Recorded June 2019
Beginner (Level 1) Common Mistakes to Avoid When Using LeanKit Learn about how to avoid the most common mistakes and pitfalls when using LeanKit. Recorded May 2020
Intermediate (Level 2) Customer webinar: To efficiency and Beyond! The Expleo Kanban journey Learn about how Expleo used Planview’s Leankit Kanban solution for high volume factory drawing increasing efficiency by 35%. Recorded May 2021
Intermediate (Level 2) Improve Time-to-Delivery with LeanKit Learn how LeanKit empowers teams to not only improve their time-to-delivery but also ensure that they’re delivering the work that truly matters! Recorded September 2021
Intermediate (Level 2) Introducing Objectives and Key Results (OKRs)  Learn about what OKRs are, why you should use them, and how you can leverage them today to define clear and measurable objectives to drive focus across your teams. Recorded June 2021                                   
Intermediate (Level 2) Understanding the Health of Your Board Learn about how to use the Board health tab. Recorded June 2020
Intermediate (Level 2) Understanding LeanKit Analytics: The Assigned Users Report Learn about the Assigned Users Report which allows you to evaluate assigned user information quickly to help determine if work is effectively allocated. Recorded September 2019
Intermediate (Level 2) Understanding LeanKit Analytics: The Distribution Report Learn about the Distribution Report which provide a quick overview of how work items are distributed within the system and how much of your capacity is dedicated to different types of work. Recorded October 2019
Intermediate (Level 2) Understanding LeanKit Analytics: The Exceptions Report Learn about the Exceptions Report which helps team leaders know when to intervene to keep their team’s work on track, and helps teams better identify problems and make room for improvement. Recorded October 2019
Intermediate (Level 2) Understanding LeanKit Analytics: The Speed Report Learn about the Speed Report which shows the average amount of time that a card takes to be processed from start to finish.Recorded  November 2019
Intermediate (Level 2) Understanding LeanKit Analytics: The Flow Report Learn about the Flow Report which allows you can see how smoothly the work is flowing through your process. Recorded December 2019
Intermediate (Level 2) Understanding LeanKit Analytics: The Efficiency Report   Learn about the Efficiency Report which helps you to determine the amount of your in-process work that is active or inactive over a specific period of time. Recorded January 2020
Intermediate (Level 2) Understanding LeanKit Analytics: The Burndown Report Learn about the Burndown Report which helps teams to complete work in a specific period of time by visualizing their progress, to understand if work is being completed fast enough to meet the delivery commitment, and to understand past performance. Recorded February 2020
Intermediate (Level 2) Understanding LeanKit Analytics: Card Health Learn about the Card Health tab which provides answers to card-related questions such as expected finish date, how likely are you to meet your deadline, which lanes did this card spend time in, and has rework occurred? Recorded February 2020
Intermediate (Level 2) Integrated Use Cases with LeanKit and Jira Learn about how LeanKit integrates with Jira. You can use Excel uploads, Zapier, Tasktop our custom API Integrations. Recorded August 2020




Release (All Levels) Projectplace Releases Learn about the latest updates and enhancements for ProjectPlace.
Foundational (Level 0) Projectplace Fundamentals New to Projectplace? Or just want a quick refresher of the basic concepts? Watch this webinar on-demand.  Recorded Feb 2021
Foundational (Level 0) This is Projectplace Learn about Projectplace with an introductory walkthrough of capabilities and how they tie together. Recorded May 2020
Intermediate (Level 2) Maximize Value with Projectplace and Microsoft 365 Learn how you can take advantage of the built-in integrations Projectplace offers with various Microsoft 365 apps to bring all your work together. Recorded January 2021
Intermediate (Level 2)

Empower your team with templates

Learn to take advantage of the various different templates available in Projectplace. Templates will not only save you time, but also help drive consistency throughout your business. Recorded October 2021
Intermediate (Level 2) How to Plan in Projectplace Learn about creating activities, milestones ,and connecting board and cards back to the plan. Understand why you would select a roadmap instead of a plan. Review different use cases. Recorded April 2020
Intermediate (Level 2) How to work with Kanban boards in Projectplace Learn about Kanban principles, how to create and customize boards and cards, how to sort and filter and how to connect boards to activities in the Plan tool, and much more. Recorded December 2020
Intermediate (Level 2) How to manage documents in Projectplace Get a deep-dive into functionalities and best-practices related to the Documents tool.