Training Academy
Welcome to the Planview Training Academy! Here, you can learn to use any Planview product. Information is divided by product into broad topics called curricula, which include one or more courses. Each course contains a series of topics made up of text and videos that will enable self-enablement. Browse the products and curricula below or instantly access any course directly using the Course Library menu above. Or click on a product name to see all the curricula and courses for that product.
- Planview Enterprise One - Portfolio and Resource Management
- Getting Started
- Complete this course to familiarize yourself with the system before taking other curricula or courses for more in-depth information. This class presents information on all the components of Planview Enterprise One - Portfolio and Resource Management, including important concepts, common tasks, and frequently used screens in the application.
- Team Members - Time Reporters
- Do you use the system only to report your time and view your assignments? This course is for you, whether you report time in Portfolio and Resource Management, in Projectplace, or via the mobile timesheet app.
- Project/Work Management
- Learn about how the system flexibly implements the project/work management process. Take projects/work from start to finish (requests, scheduling, finances, resource assignments, execution), manage timesheets from a work management perspective, and understand work reports and analytics.
- Resource Management
- Portfolio and Resource Management lets you work with teams of resources or individuals. Learn how to maintain information about each resource and then use that data to find resources that fit work requirements, or find any unfilled requirements that match a resource. Includes: timesheets for resource management, basic concepts and screen functions, assignment types, and data management.
- Investment and Capacity Planning
- Investment and Capacity Planning enables optimal program and project investment decisions. This curriculum provides an overview of functionality, covers the Rank, Analyze, and Balance pivot views, shows how to use Investment and Capacity planning to work with projects and create reports, and explains how to use preferences and the ribbon and tile interface.
- Strategic Program Management
- The goal of strategic planning is to use programs and their underlying projects to transform the business via any number of outcomes (e.g., products, applications, services, technology, facilities, and more). Discover how to create build, review, and manage a strategic plan.
- Outcome Management
- This curriculum covers the management of outcomes (products, services, applications, technology, assets, facilities, and more) in Portfolio and Resource Management.
- Microsoft Project Add-In and Portfolio and Resource Management
- This curriculum lists best practices for using Microsoft Project with Enterprise One - Portfolio and Resource Management, then provides instructions for sharing data between the two systems.
- General Administration
- The administrator is responsible for defining and maintaining information about the structures, users, rates, calendars, tiles, dashboard reports, Data Mart, and extracts for the organization. These are things that change often and need to be maintained as time goes on.
- Advanced Administration
- Advanced administration covers creation and management of fields, alternate structures, request mappings, configured screens, lifecycle models, scripted dialogs and configuration migration. These activities go beyond daily administration tasks.
- Instructor-led Training Prerequisites
- This curriculum is a prerequisite for instructor-led training in Planview Enterprise One. Students will be instructed as to which courses pertain to their scheduled training.
- Planview Enterprise One - Capability and Technology Management
- Getting Started
- Designed for users new to Capability and Technology Management, these courses provide an introduction to key concepts and completing basic tasks.
- Data Management
- This collection of courses introduces users to basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles.
- Reporting
- Designed for business analysts, this collection of courses teaches users to analyze portfolio data by working with report tiles and SSRS reports.
- Administration
- This collection of courses gives an introduction to various administration tasks, including managing security, portfolios, tiles, and column sets.
- Integrations
- This collection of courses gives an introduction to working with Planview Enterprise One integrations.
- Planview PPM Pro
- Getting Started
- Get started quickly with an overview of the major features and important concepts in Planview PPM Pro.
- Managing Projects
- Learn how to effectively work with requests, manage project plans, monitor project execution, and closeout.
- Managing Resources
- Learn how to maintain resource attribute information, measure and optimize resource utilization, and review and approve timesheets.
- Reports
- Designed for new users, these courses explain the types of reports available, and how to create and work with reports.
- Dashboards
- Use these courses to learn how to create and work with dashboards.
- Administration
- For administrators only! These courses cover a variety of topics around setup and configuration of PPM Pro.
- Planview Projectplace
- Getting Started
- Designed for users who are new to Projectplace, this collection of courses explains how to get started quickly, introduces all of the major tools, and discusses important concepts in Projectplace.
- Planning and Execution
- This collection of courses familiarizes you with creating projects in the Plan tool, executing work using kanban boards to 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.
- Administration
- This collection of courses provides Projectplace administrators with information on setting up and managing Workspaces. Also, administrators responsible for managing the Projectplace Enterprise Account will learn how to set up the account, create teams, get access to statistics, look after workspaces and storage, and manage incoming workspace requests.
- Planview LeanKit
- Getting Started
- Designed for users who are new to Planview LeanKit, these topics explain how to get started quickly, introduce the major features, and discuss important concepts in LeanKit.
- Working with Boards and Cards
- Use these courses to learn how to use boards and cards in LeanKit.
- Reporting for LeanKit
- These courses cover the various options for reporting in LeanKit.
- Planview Spigit
- Sponsors
- Have you been assigned the Sponsor role in Planview Spigit? Here's what you need to know to successfully sponsor challenges.
- Moderators
- Have you been assigned the Moderator role in Planview Spigit? Here's what you need to know to successfully moderate challenges.
- Experts
- Have you been assigned the Expert role in a Spigit Challenge? Here's what you need to know.
- Administration
- Have you been assigned the Administrator or SuperAdministrator role in Planview Spigit? Here's what you need to know. SuperAdministrators need to know all the Administrator content PLUS their additional course.
- Report Creator
- Have you been assigned the Report Creator role in Planview Spigit? Here's what you need to know.
- Planview Enterprise
- Getting Started
- Designed for users who are new to the Planview Enterprise environment, this collection of courses explains how to customize your account preferences, introduces all the major interface elements, and discusses important concepts in Planview Enterprise.
- Time Reporting
- The simple, web-based timesheet tools allow an organization's staff to report information to the central repository at any time from any place. This information is then used to update project schedules and account for the effort expended. Time may be approved automatically or reviewed by managers.
- Projects and Work
- This collection of courses familiarizes you with project/work management functionality in Planview Enterprise. Topics range from capturing demand via requests, through defining projects, planning and scheduling, project execution, and closure. Project-related topics such as CRIs and support tickets are also covered.
- Resource Management
- This curriculum teaches how Planview Enterprise enables a resource manager to maintain information about each resource and then use that data to find resources that fit work requirements, or find any unfilled requirements that match a resource. Basic concepts and screen functions are covered, assignment types are explained, and data management is discussed.
- Analytics and Reporting
- This course provides general information on working with reports and report tiles. Administrators can create and share custom and customizable chart or table report tiles that will display on the ribbons for Work, Strategies, Outcomes, and Requests entities. These reports can be configured to open within the Planview Enterprise main window or open in a new window. All users can view and change settings on these reports.
- Investment and Capacity Planning
- Investment and Capacity Planning enables optimal program and project investment decisions. Investment and Capacity Planning uses robust analysis to allow you to make better decisions on which program and project investments to approve based on financial and capacity targets. Available resource capacity (typically by role and resource type) is compared with the requested demand to encourage informed planning decisions with capacity in mind.
- Strategic Planning and Outcomes
- Learn how to create build, review, and manage a strategic plan and its outcomes. The goal of strategic planning is to use programs and their underlying projects to transform the business via any number of outcomes (e.g., products, applications, services, technology, facilities, and more). Planview Enterprise’s Strategy programs enables you to look at strategies in the context of the underlying delivery mechanisms (programs and projects) and outcomes.
- Financial Planning
- Use this curriculum to better understand budget setup and analysis. This curriculum consists of a single course that focuses on the financial management of data in the system for project, strategies, and outcomes. The material in this course is from the Project Financial Planning and Program Planning capabilities.
- Administration
- The Planview Enterprise administrator is responsible for defining and maintaining information about the structures, users, rates, calendars, tiles, dashboard reports, Data Mart, and extracts for the organization. These are things that change often and need to be maintained as time goes on.
- Configuring Planview Enterprise
- Set up and maintain many the “behind the scenes” functions. These in include the Global and System settings, the Labor Rates, the Requests functionality structure, the configuration of the Migration Tool, and also the administration of operational items such as Data Mart, content management and Agile functionality.
- Instructor-led Training
- If you'd like to further enhance your knowledge after using the self-paced resources in the Academy you can see all the training courses which are led by Planview instructors, including classroom and virtual classes.
- Troux
- Getting Started
- Designed for users new to Troux, these courses introduce users to Capability and Technology Portfolio Management, the Troux metamodel, and completing basic tasks in Troux.
- Data Management
- This collection of courses introduces users to basic data management tasks, including creating and managing application and standards categories, creating and editing components, and managing lifecycles.
- Administration
- This collection of courses gives an introduction to various administration tasks, including managing Troux security, portfolios, tiles, and column sets.