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Planview Customer Success Center

Projectplace Training

Learning Paths

Select a role to see an appropriate Learning Path comprised of online self-paced and instructor-led courses. People often have responsibilities that span multiple roles so think about what works best for your organization.

Workspace Member Workspace Administrator Account Administrator

Online Training Academy

  • Getting Started - This courses explains how to get started quickly, introduces all of the major tools, and discusses important concepts in Projectplace.

Instructor-Led

  • Workspace Member Training - With this basic training for Workspace Members, you will learn everything you need to know to work efficiently in Projectplace and collaborate with your team on projects, documents and action items.

Online Training Academy

  • Getting Started - This courses explains how to get started quickly, introduces all of the major tools, and discusses important concepts in Projectplace.
  • Workspace Administration - Create a workspace to communicate, collaborate, plan your project or work to be done, and follow up on progress. Archive or delete workspaces when you are done.

Instructor-Led

  • Workspace Member Training - With this basic training for Workspace Members, you will learn everything you need to know to work efficiently in Projectplace and collaborate with your team on projects, documents and action items.
  • Workspace Admin Training - With this training for Workspace Admins, you will learn everything you need to know to be able to create and manage workspaces that set you and your team up for success.

Online Training Academy

  • Getting Started - This courses explains how to get started quickly, introduces all of the major tools, and discusses important concepts in Projectplace.
  • Account Administration - Learn how account administrators define the basic setup and create teams, review account statistics, monitor workspace activity and storage, manage incoming workspace requests, and manage users.

Instructor-Led

  • Workspace Admin Training - With this training for Workspace Admins, you will learn everything you need to know to be able to create and manage workspaces that set you and your team up for success.
  • Account Admin Training - With this training for Account Administrators, you will learn everything you need to know to efficiently administer your organization’s Projectplace account.

Webinars

We offer monthly enablement webinars for Workspace Members and Workspace Administrators, and quarterly webinars for Account Administrators. Learn more and sign up here: Planview Training Services.

Recordings of Past Webinars

2020 Product Update Webinars:

Webinars focusing on best practices:

Course Catalog

These instructor-led courses can be used to assist with your Planview Projectplace adoption planning and execution. Private on-site or virtual training is available. Information about scheduling these classes is available through your Customer Success Manager or by contacting Planview Training Requests.

  • Projectplace Workspace Member Training
    With this basic training for Workspace Members, you will learn everything you need to know to work efficiently in Projectplace and collaborate with your team on projects, documents and action items.
  • Projectplace Workspace Administrator Training
    With this training for Workspace Admins, you will learn everything you need to know to be able to create and manage workspaces that set you and your team up for success.
  • Projectplace Account Administrator Training
    With this training for Account Administrators, you will learn everything you need to know to efficiently administer your organization’s Projectplace account.