Instructor-Led Training Catalog
OnePlan Academy Live Role-based Training
OnePlan Academy offers live instructor-led training by OnePlan Role for Team Members, Plan Managers, Resource Managers, Administrators and Executives/Portfolio Managers.
Click the tabs to find get more information about the OnePlan Academy instructor-led courses by Role.
| Course Title | Details/Information | Course Features | Delivery Methods | Estimated Course Duration * |
|---|---|---|---|---|
| OnePlan T100: OnePlan for Team Members | Prerequisite(s): None Provide practical, webinar style experience for project team members to learn how to collaborate on projects, update task status & track time. | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Webinar-style training | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | Up to 2 Hours |
| Course Title | Details/Information | Course Features | Delivery Methods | Estimated Course Duration* |
| OnePlan M100: OnePlan Basics for Plan Managers | OnePlan T100: OnePlan for Team Members included. Provide one (1) one instructor-led course for up to 10 participants that includes practical, hands-on** experience for plan managers to gain a familiarity with OnePlan. | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 4-6 Hours (Can be divided into 2 sessions) |
| OnePlan M200: Advanced OnePlan for Plan Managers | Prerequisite(s): OnePlan M100: OnePlan Basics for Managers This course provides a deeper dive into more advanced topics such as project scheduling, resource planning, financial planning. Provide one (1) one instructor-led course that expands on OnePlan 100 that includes practical, hands-on** experience with more advanced OnePlan features. | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 4-6 Hours (Can be divided into 2 sessions) |
| Course Title | Details/Information | Course Features | Delivery Methods | Estimated Course Duration* |
| OnePlan R100 OnePlan Basics for Resource Managers | OnePlan T100: OnePlan for Team Members included. Provide one (1) one instructor-led course that includes practical, hands-on** experience for resource managers to gain a familiarity with OnePlan. Resource Manager Basics, Resource Planner General Navigation (Getting Around the Resource Plan), Candidates list overview, Build Global Resource Plan (Basic) | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 2-4 Hours |
| OnePlan R200 Advanced OnePlan for Resource Managers | Prerequisite(s): OnePlan R100: OnePlan Basics for Resource Managers Provide one (1) one instructor-led course that includes practical, hands-on** experience for resource managers to gain a familiarity with OnePlan. Find/replace resources, use negotiations for resource allocation, Import/Export Resource Plan, Resource Plan Power BI Reporting Dashboard | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 2-4 Hours |
| Course Title | Details/Information | Course Features | Delivery Methods | Estimated Course Duration* |
| OnePlan A100: OnePlan Configuration for Administrators | Prerequisites: Assumes previous experience with OnePlan, otherwise, OnePlan M100: OnePlan Basics for Plan Managers Provide one (1) instructor-led course for IT professionals administering their OnePlan environment. This course provides knowledge and best practices for common administrative functions. Topics include understanding enterprise data, managing views, managing the resource pool and other operational policies. | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 4-6 Hours (Can divide into 2 sessions) |
| OnePlan A200: OnePlan Advanced Configuration for Administrators | Prerequisites: OnePlan 100: OnePlan Configuration Fundamentals for Administrators Provide one (1) instructor-led course for IT professionals administering their OnePlan environment. This course provides knowledge and best practices for more advanced OnePlan administrative functions. | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 4-6 Hours (Can be divided into 2 sessions) |
| Course Title | Details/Information | Course Features | Delivery Methods | Estimated Course Duration* |
| OnePlan E500: OnePlan for Executives | Provide one (1) instructor-led course for Executives & Portfolio Managers on how to use OnePlan to access the insights & business intelligence provided from OnePlan. | -Live Instructor led training -Certificate of Completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | Up to 2 Hours |
| Course Title | Details/Information | Course Features | Delivery Methods | Estimated Course Duration* |
| OnePlan RPT100: Consuming Power BI Reports Basics for OnePlan End Users | Provide one (1) instructor-led course for OnePlan users / IT professionals to learn the basic skills to effectively use Power BI reports with OnePlan including how to connect to local and remote data sources, model that data, and present findings in the form of tables, charts, maps, reports, and rich dashboards. | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes** | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 2-4 hours |
| OnePlan RPT200: Modifying Power BI Reports for OnePlan Administrators | Prerequisites: OnePlan RPT 100: Consuming Power BI Reports Basics for OnePlan End Users Provide one (1) instructor-led course for IT professionals to learn how to modify Power BI reports with OnePlan. | -Live Instructor led training -Certificate of Completion -Recording of training available after completion -Hands-on? Yes | -Live Online -Onsite for Teams (your location) -Onsite for Teams (OnePlan location) | 4-6 hours |
* Course Durations listed are estimates for planning purposes. Actual course duration may vary for every customer.
** To ensure we can cover all of the topics in the course outline, classes with greater than 10 participants will be presented in a webinar-style (no hands-on). We will also offer a moderated Q&A session at the end of the course.