customer success center

Projectplace Training Center

Workspace Administration in Projectplace

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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 half-day 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. 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 Planview Projectplace Workspace Administration Training Class.pdf	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. Proficient product knowledge advised.	2 Program Level Intermediate (Level 2) Comprehensive class with a moderate amount of detailed information
	1/2 day 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 Class Duration: 1/2 Day On-site, or 1 Half-day Segments Virtual
	Prerequisites Complete the Workspace Essentials class or the equivalent knowledge Review the Planning and Execution online course Review the Workspace Administration online course	Cost Private, on-site or virtual training is available. Please contact Planview Training Requests for a quote.