Planview® for Teams
DURATION
1/2 day
EXAM
No exam
LOCATIONS/DELIVERY METHOD
On demand
Course Overview
Workspace Essentials training for Planview ProjectPlace teaches everything you need to know to work efficiently in ProjectPlace and collaborate with your team on projects, documents and action items.
This course provides mastery of the core activities required to plan upcoming work, visually communicate important work progress, as well as uploading and maintaining documentation.
OBJECTIVES
At the end of this course, you will learn the following skills:
- Familiarize yourself with the general navigation and functionality.
- Communicate with other Workspace members.
- Keep track of work with Kanban boards and cards.
- Work with documents and folders.
- Collaborate with other Workspace members.
- Understand the different board roles and access levels.
Key Topics
- Introduction to ProjectPlace
- User Account
- My Overview
- Workspaces
- Conversations
- Work with the Plan
- Work with Boards
- Work with Cards
- Documents and Folders
- One (1) half-day session in a virtual or onsite classroom.
- All instructor-led classes are delivered hands-on in a virtual training environment.
This course does not have an exam.
COURSE PREREQUISITES
- Foundational level Planview platform knowledge is required.
- Familiarity with Kanban concepts and principles
Where is the training venue located?
This course is on demand and can be delivered virtually or at the customer's location.
I require an invoice before payment is processed, can I still book this course online?
Yes. Simply select ‘invoice’ from the payment options during the checkout process and one of our consultants will be in contact to organise payment.
Is this a certified course?
No. This is not an accredited certification but participants will receive a digital badge.
Our website offers three payment options for training courses. When you select "BOOK NOW" you will be taken to the checkout. Step two: "Billing Details" is where you can select from the three payment options:
- Credit Card Payments: PM-Partners uses Stripe payment gateway to process Visa, Mastercard, Amex, as well as Apple Pay and Google Pay transactions. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification available in the payments industry so you can be confident that your card details are protected for online purchases.
- Bank Transfer: We cannot guarantee your registration(s) until your payment is cleared (bank transfers take 3 days to process). Instructions for payment by bank transfer will be provided at the end of the order process.
- Invoice: An invoice will be sent to you after you complete the booking. Payment is required 14 days before the course start date. If you're buying within 14 days, you need to arrange payment ASAP with a minimum of 72 hours before course start date.
Who should attend?
- This course is ideal for Workspace Members who are new to the ProjectPlace platform, and/or who will be responsible for managing work information through Kanban boards and cards.
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