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Planview Customer Success Center

How to Register for Open Enrollment Classes

Create a Customer Success Center Account

To register for classroom, virtual classroom, and e-learning courses, you must create a user account in the Customer Success Center. If you already have a Customer Success Center account, skip to the Register for Training section.

  1. Click here to access the Customer Success Center registration page.
  2. Enter your corporate email address, password, and personal information in the appropriate fields.
  3. When you're finished, click the Register button.
  4. Click the activation link in the confirmation e-mail to complete your registration.
    • Note: check your spam folder if you do not receive the confirmation immediately.)

Register for Open Enrollment Training

  1. Login to the Customer Success Center.
  2. Navigate to the Troux Training Center page.
  3. Click the Instructor-Led courses tab.
  4. Click the course you want to register for from the list.

  1. In the Registration section, click the Register online here link.

  1. The page will display all available dates for the course you selected. Use the radio buttons to select the desired date, price, and currency.
  2. Click the Register button to proceed to checkout.

  1. On the next screen, enter your contact information and click Continue.
  2. On the next screen, enter your billing information. If payment is required, select Credit Card or Purchase Order from the Attendee Payment Method menu. If you're using a PO, type your SOW or PO# in the Purchase Order field.  You can also type Invoice Me if you need us to bill you for the registration.

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  1. Review the information on the Registration Completed screen. You also will receive a confirmation e-mail with date, time, and location information. Prior to classroom and virtual classroom training, you will receive reminder e-mails 5 days before and 1 day before training is scheduled to begin.

Launch E-learning Videos

  1. Login to the Customer Success Center.
  2. Navigate to the Troux Training Center page and click the Videos tab.
  3. Click + to expand the path containing the videos you want to view.

  1. Click a link to go to a video's page.

  1. Click the play icon on the course player.