Welcome to the Planview Enterprise One - Portfolio and Resource Management Training Academy. Our curricula of step-by-step courses are designed around our extensive self-paced training material collection, blended with videos, job aids, and advanced topics. It's ideal for supplementing your classroom training, refreshing your knowledge, or self-training.

Browse the Planview Enterprise One instructor-led training catalog

Popular Courses

Strategic Program Management
Instructor-led Training Prerequisites
This course gives an overview of working with strategic program plans, including creating plans, associating work and outcomes with plans, creating strategic baselines, and working with program roadmaps.
5 Topics
Monitor Current Assignments
Team Members - Time Reporters
In this introductory course, time reporters learn to review their scheduled assignments and authorizations, and to view assignment report tiles on the ribbon.
1 Topics
beginner
Resource Assignments
Resource Management
This course covers all the resource assignment types available in Project and Resource Management: Requirements, Reserves, Authorizations, and Allocations, as well as Standard Activities. It also covers substituting resources.
5 Topics
Time Reporting
Instructor-led Training Prerequisites
This time reporting course shows how users report time to the system, and how project and resource managers typically approve effort for use in the system.
1 Topics
Fill Out Timesheet
Team Members - Time Reporters
Learn how to fill out a timesheet, submit a timesheet, and revise a rejected timesheet. This course is for everyone who fills out timesheets in Portfolio and Resource Management, and includes detailed information on how timesheets work and the options that different organizations may choose. Team Member Plus users can also learn to fill out a timesheet in Projectplace.
2 Topics
intermediate
Create the Work Schedule
Project/Work Management
The project plan, or work structure, consists of the tasks, milestones, dates/durations, relationships, constraints, costs, and resource demand for a project. This course goes over all aspects of building the project plan, including iterative work (action items) and associating documents and other content with projects.
2 Topics
intermediate
Outcome Management
Instructor-led Training Prerequisites
This course defines the role of outcomes in the system, associating outcomes with projects and programs, and reviewing outcome roadmaps.
1 Topics
Reports
Project/Work Management
This course covers the various types of report tiles and FastTrack analytics reports.
3 Topics
Analytics and Reporting
Instructor-led Training Prerequisites
This course provides an introduction to the types of reports and analytics available in Portfolio and Resource Management.
1 Topics

All Curricula

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.
1 Course
beginner
- Introduction to the System
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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.
4 Courses
beginner
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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.
14 Courses
beginner
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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.
4 Courses
beginner
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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.
5 Courses
intermediate
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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.
4 Courses
intermediate
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Outcome Management
This curriculum covers the management of outcomes (products, services, applications, technology, assets, facilities, and more) in Portfolio and Resource Management.
3 Courses
intermediate
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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.
1 Course
intermediate
- General Administration
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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.
1 Course
expert
- Advanced Administration
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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.
1 Course
expert
- Use the Microsoft Project Add-In for Enterprise One - Portfolio and Resource Management
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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.
8 Courses
beginner
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