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Planview Enterprise

Planview Enterprise

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Planview Enterprise

Welcome to the Planview Enterprise Training Academy. Here you will find curricula designed around our business capabilities, including training documents, product help, videos, best practices, frequently asked questions, and more. There will soon be exercises and assessments to help cement your learning. Job aids will let you take reminders about your training home.

All Curricula

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.
7 Courses
beginner
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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.
4 Courses
beginner
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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.
8 Courses
beginner
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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.
3 Courses
beginner
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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.
4 Courses
intermediate
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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.
2 Courses
intermediate
- Investment and Capacity Planning Introduction
- Investment and Capacity Planning Usage
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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.
5 Courses
intermediate
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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.
1 Course
intermediate
- Financial Management
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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.
13 Courses
intermediate
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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.
5 Courses
intermediate
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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.
3 Courses
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Sandbox (Internal)
This displays under the curriculum title
1 Course
90 minutes
- Sample Course
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