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Planview Customer Success Center

Projectplace Training Center

Planview Projectplace Training Center

Instructor-led and online training services for the Planview Projectplace product. 

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.

 

Learning Paths

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

Which learning option is best for you?
  • The free, self-paced online Training Academy combines help documents and videos into an easy to follow structure organized by by subjects.
  • Instructor-led Courses are taught by Planview certified Subject Matter Experts who cover a variety of subjects, provide hand-on exercises, and interactive student materials all in a professional learning environment. Open Enrollment classes are open to all customers. Classes available as Open Enrollment are indicated with a red "register" button. 
  • Our free Enablement Webinars are also lead by Subject Matter Experts who dive into specialized topics in short video sessions. Webinars available to attend are indicated with a red "register" button. 

           

Workspace Member Workspace Administrator Account Administrator

A "Workspace Member" is someone who will manage their work on a kanban board, and/or someone who will track their time spent on activities.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.   This is Projectplace - Learn about Projectplace with an introductory walkthrough of capabilities and how they tie together. Recorded May 2020

1

Beginner Level Learning

  Workspace Essentials - This beginner level course teaches methodologies to collaborate with your team on projects, documents and action items in Planview Projectplace. Workspace Member Enablement - Workspace Members will learn everything needed to know to work efficiently in Projectplace and collaborate with teams on projects, documents and action items. Register

A "Workspace Administrator" is someone who is responsible for creating and managing workspaces used to manage group projects and complete daily tasks.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.   This is Projectplace - Learn about Projectplace with an introductory walkthrough of capabilities and how they tie together. Recorded May 2020

1

Beginner Level Learning

Planning - Create a project plan, and connect it to Kanban boards that let teams effectively carry out their work.  Workspace Essentials - This beginner level course teaches methodologies to collaborate with your team on projects, documents and action items in Planview Projectplace. Workspace Member Enablement - Workspace Members will learn everything needed to know to work efficiently in Projectplace and collaborate with teams on projects, documents and action items. Register
  Executing - Connect work to a board to execute it, to get insight into ongoing tasks and to make follow-up of progress easy and accurate.    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
  Collaborating - Stop using e-mails and instead use Conversations to inform both team members and stakeholders. Manage documentation with the Documents tool.  Joining online meetings is easy - just click the meeting link to join even if you are not logged in to Projectplace or not a Projectplace user.    

2

Intermediate Level Learning

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. Workspace Administrator - This intermediate level course teaches methodologies to create and manage workspaces that set you and your team up for success in Planview Projectplace. Workspace Administration Enablement - Workspace Admins will learn everything needed to create and manage workspaces that set their teams up for success. Register

An "Account Administrator" is someone who is responsible for setting up and maintaining workspaces, managing the application, setting up the account, creating teams, accessing statistics, looking after workspaces and storage, and managing incoming workspace requests.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.   This is Projectplace - Learn about Projectplace with an introductory walkthrough of capabilities and how they tie together. Recorded May 2020

1

Beginner Level Learning

Planning - Create a project plan, and connect it to Kanban boards that let teams effectively carry out their work.  Workspace Essentials - This beginner level course teaches methodologies to collaborate with your team on projects, documents and action items in Planview Projectplace. Workspace Member Enablement - Workspace Members will learn everything needed to know to work efficiently in Projectplace and collaborate with teams on projects, documents and action items. Register
  Executing - Connect work to a board to execute it, to get insight into ongoing tasks and to make follow-up of progress easy and accurate.    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
  Collaborating - Stop using e-mails and instead use Conversations to inform both team members and stakeholders. Manage documentation with the Documents tool.  Joining online meetings is easy - just click the meeting link to join even if you are not logged in to Projectplace or not a Projectplace user.    

2

Intermediate Level Learning

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. Workspace Administrator - This intermediate level course teaches methodologies to create and manage workspaces that set you and your team up for success in Planview Projectplace. Workspace Administration Enablement - Workspace Admins will learn everything needed to create and manage workspaces that set their teams up for success. Register
  Account Administration - Define the basic setup and create teams, review account statistics, monitor workspace activity and storage, manage incoming workspace requests, and manage users. Account Administrator - This intermediate level course provides administrators with the tools and information necessary to successfully support Planview Projectplace. Account Administrator Enablement - Account Administrators will learn how to set up and maintain the account organization, and to insure the implementation and use of Projectplace is working properly. Register
 

Training Course Catalog

Timely and relevant training is critical to your success. Planview takes an objective-based approach, ensuring that all training activities center on relevant processes, tasks, and output for each course participant. The Training Course Catalog provides brief course descriptions, learning objectives, recommended audience, as well as prerequisites and delivery options.

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.