Administrator Training Boot Camp

Learn from the best on how to design, configure, and implement OnePlan’s extensive feature set to best serve the evolving needs of your business. This is a fully immersive, 2 day training course on all key aspects of the OnePlan administrator console and advanced system settings.

Location

Union Cowork San Marcos

Date

May 15-16, 2024

Develop the expertise needed to excel as a OnePlan Administrator and unlock the full potential of this powerful tool.

Complimentary

OnePlan Administrator Training Bootcamp is a comprehensive training program designed to equip users with the essential skills and knowledge to effectively manage and administer the OnePlan platform. Dive into the core features, functionalities, and best practices for setting up OnePlan to meet your organization’s unique needs.

  • Hands-on exercises
  • Interactive discussions
  • Expert guidance
Photo Of People Sitting Near Wooden table

Boot Camp Agenda

This Boot Camp is a fully immersive, 2-day training course on all key aspects of the OnePlan administrator console and advanced system settings and how these settings facilitate and promote standardization across Portfolios, Programs, and Projects as well as how to use OnePlan to support multiple project management methodologies (e.g., waterfall, agile, hybrid.)

Learn how to translate customer requirements and Project Portfolio Management processes to implement and maintain OnePlan’s extensive feature set to best serve the evolving needs of your business.

Course Objectives
  • Hands-on configuration experience
  • Translate requirements & processes
  • Get familiar with OneConnect
  • Network & Have Fun!

By the end of Day 1, you will gain a general understanding of the OnePlan Administrative Settings and gain hands-on configuration experience.

8:30-9:00Welcome!

Registration & Breakfast Onsite

9:00-9:30

Welcome, Introductions, Icebreaker & Course Overview 

9:30-10:15

OnePlan Admin Page Navigation & General Setup

10:15-10:30 – Let’s Take a Break
10:30-11:30

OnePlan Plan Types & Hierarchies & OnePlan Portfolio Plan

11:30-12:00

Individual Configuration Lab Time

12:00-1:00: Lunch
1:00-1:30

Review/Q&A

1:30-2:30

Create & Edit OnePlan Fields

2:30-2:45 Let’s Take a Break
2:454:00

Individual Configuration Lab Time

4:00-4:30

Day 1 Wrap Up/Day 2 Look Ahead

4:30-5:30: Free Time
5:30-Dinner Social

Day 2 starts up where Day 1 left off.

8:30-9:00 – Welcome Back!

Breakfast Onsite

9:00-9:15

Day 1 Review/Q&A
Day 2 Overview

9:15-10:15 – Work Plan Module

Work Plan Settings
Kanban Plan Settings
My Work Plan Settings

10:15-10:30 – Let’s Take a Break
10:30-11:15 – Resource Management

Resources & Teams
Configure Timesheets & Time Off Plan

11:15-12:00

Individual Configuration Lab Time

12:00-1:00: Lunch
1:00-1:30

Review/Q&A

1:30-2:15

User Management
Financial Management

2:15-2:45

Reporting, Dashboards & Advanced Settings

2:45-3:00 Let’s Take a Break
3:00-4:00

OneConnect Overview

4:00-5:00

Admin Q&A with the experts
Wrap-Up
Course Feedback & Evaluation