Instructor-Led Training Catalog

Discover OnePlan Academy’s comprehensive selection of live, virtual instructor-led courses tailored for Team Members, Plan Managers, Resource Managers, Administrators, and Executives/Portfolio Managers. Hosted via Teams, our interactive sessions provide in-depth training and include post-session recordings for your convenience. Explore the course offerings by role to find the training that suits your needs.

If you have any questions or are interested in instructor-led training, please contact us at [email protected].

Click on each tab to learn more about the different training offerings we have for each role!

OnePlan A100

OnePlan Configuration for Administrators

This instructor-led course is tailored for IT professionals who administer their OnePlan environment. It offers in-depth knowledge and best practices for executing common administrative functions. Participants will gain a comprehensive understanding of enterprise data, learn how to manage views, and effectively handle the resource pool and other operational policies. By the end of this course, IT professionals will be well-equipped to optimize and streamline their OnePlan administration tasks.

Audience: This course is designed for those individuals who will be maintaining and/or managing the OnePlan solution for their organization.

Prerequisites: Assumes previous experience with OnePlan, otherwise, OnePlan M100: OnePlan Basics for Plan Managers or OnePlan Academy Plan Manager Basics Pathway

OnePlan A200

OnePlan Advanced Configuration for Administrators

This instructor-led course is tailored for IT professionals who manage their OnePlan environment. It offers in-depth knowledge and best practices for executing more advanced OnePlan administrative functions. Participants will enhance their understanding of complex administrative tasks and learn to optimize their OnePlan environment effectively. By the end of this course, IT professionals will be well-prepared to tackle advanced administrative challenges with confidence.

Audience: This course is designed for those individuals who will be maintaining and/or managing the OnePlan solution for their organization.

Prerequisites: OnePlan A100: OnePlan Configuration for Administrators. Recommended: OnePlan M100: OnePlan Basics for Managers or OnePlan Academy Plan Manager Basics Pathway

OnePlan T100

OnePlan for Team Members

This practical, webinar-style course is designed for project team members who want to enhance their collaboration skills, update task status, and track time effectively. The course covers essential topics such as OnePlan General Navigation, site collaboration through OnePlan Plans, status reporting, and timesheet submission. Participants will gain hands-on experience and valuable insights to improve their project management and team collaboration using OnePlan’s comprehensive features.

Audience: This course is designed for Team Members who will be using the OnePlan solution to manage their project and non-project work.

Prerequisites: N/A

OnePlan M100

OnePlan Basics for Plan Managers

This instructor-led course, designed for up to 10 participants, offers practical demonstrations to help plan managers gain a thorough understanding of OnePlan. The course covers essential topics, including Plan Manager Basics, creating, editing, and publishing OnePlan plans, and managing these plans effectively. Participants will gain hands-on experience with OnePlan’s tools and features, enabling them to plan and execute projects more efficiently. By the end of this course, plan managers will be equipped with the knowledge and skills to navigate and utilize OnePlan with confidence.

Audience: This course is designed for OnePlan Plan Managers (aka: Project Managers) who will be using OnePlan to create, track and manage basic projects.

Prerequisites: N/A

OnePlan M200

Advanced OnePlan for Plan Managers

This instructor-led course offers an in-depth exploration of advanced topics like project scheduling, resource planning, and financial planning. Building on the foundations laid in OnePlan M100, this course provides practical demonstrations of more advanced OnePlan features. Participants will gain hands-on experience and deepen their understanding of the sophisticated tools and techniques within OnePlan, enabling them to enhance their project management capabilities.

Audience: This course is designed for OnePlan Plan Managers (aka: Project Managers) who will be using OnePlan to create, track and manage complex, networked project schedules.

Prerequisites: OnePlan M100: OnePlan Basics for Managers

OnePlan M300

Advanced OnePlan Features for Experienced Plan Managers

This course is designed for customers who have already completed the OnePlan M100 and M200 courses. It focuses on training for new features released after initial training is complete, enabling participants to further enhance their project and plan management capabilities.

Audience: This course is designed for OnePlan Plan Managers (aka: Project Managers) who will be using OnePlan to create, track and manage complex, networked project schedules.

Prerequisites: OnePlan M100, OnePlan M200

OnePlan R100

OnePlan Basics for Resource Managers

This course provides a comprehensive, instructor-led exploration of OnePlan designed for resource managers. Through practical demonstrations, participants will gain familiarity with the platform’s key features, including Resource Manager Basics and the general navigation of the Resource Planner. The course also offers an overview of the candidates list and practical guidance on building, analyzing, and updating global resource plans. Participants will leave with a solid foundation in resource management and the ability to effectively utilize OnePlan’s tools for global resource planning.

Audience: This course is designed for OnePlan Resource Managers who will be using OnePlan to create, track and manage resources at the organization, department, or functional levels of their organization.

Prerequisites: N/A

OnePlan R200

Advanced OnePlan for Resource Managers

This instructor-led course offers practical demonstrations to help resource managers gain familiarity with OnePlan. Participants will learn essential skills such as finding and replacing resources, using negotiations for resource allocation, and importing/exporting resource plans. The course also covers the utilization of the Resource Plan Power BI Reporting Dashboard, providing comprehensive insights into resource management. By the end of this course, participants will be well-equipped to efficiently manage and optimize their resource plans using OnePlan’s robust tools.

Audience: This course is designed for OnePlan Resource Managers who will be using OnePlan to create, track and manage resources at the organization, department, or functional levels of their organization.

Prerequisites: OnePlan R100: OnePlan Basics for Resource Managers

OnePlan E500

OnePlan for Executives

This instructor-led course is designed for Executives and Portfolio Managers to master the use of OnePlan for accessing critical insights and business intelligence. Participants will learn essential aspects of general navigation, strategic planning with My Strategy and My Portfolio, managing the Global Resource Plan, and utilizing the Modeler. The course also covers in-depth report generation and analysis, equipping leaders with the tools to make informed, data-driven decisions using OnePlan.

Audience: This course is designed for Executives, Portfolio Managers, and Program Managers on how to approve workflow tasks, create and review Portfolio Analysis scenarios, and view reports using their OnePlan environment.

Prerequisites: N/A

OnePlan OKR100

Introduction to Objectives & Key Results-based Goal Setting 

This introductory course provides an overview of Objectives & Key Results (OKRs.) By the end of this course you will gain a practical understanding about what OKRs are and how you can use them within your organization. 

Audience: This course is designed for organizational leaders who want to gain a practical understanding of OKRs and learn how to implement them effectively to drive focus, alignment, and measurable success within their teams and organizations.

Prerequisites: N/A

OnePlan PORT100

OnePlan Portfolio Modeler Fundamentals

The OnePlan Portfolio Modeler fundamentals course is designed to equip users with the essential skills and knowledge to effectively manage and prioritize their portfolio investments using OnePlan. Participants will learn how to collect, prioritize, and assess investments, create and compare what-if scenarios, and align projects with company goals.

Audience: This course is ideally suited for Executives, Portfolio Managers, and Program Managers who want to understand how to approve workflow tasks, create and analyze Portfolio Analysis scenarios, as well as view and interpret reports in their OnePlan environment.

Prerequisites: N/A

OnePlan PORT200

Advanced Portfolio Modeling with OnePlan

This advanced course is designed for users who have mastered the basics of the OnePlan Portfolio Modeler and are looking to deepen their expertise in portfolio modeling. Participants will explore advanced techniques and tools to optimize portfolio management, enhance strategic alignment, and leverage AI-driven insights for superior decision-making. The course includes hands-on practice, real-world case studies, and interactive sessions to ensure participants can apply advanced concepts effectively.

Audience: This course is ideally suited for Executives, Portfolio Managers, and Program Managers who want to understand how to approve workflow tasks, create and analyze Portfolio Analysis scenarios, as well as view and interpret reports in their OnePlan environment.

Prerequisites: PORT100 – OnePlan Portfolio Modeler Fundamentals

OnePlan AI100

Mastering Sofia AI in OnePlan

This comprehensive course is designed to ensure participants gain the necessary understanding and hands-on experience to leverage Sofia AI efficiently within their daily work in OnePlan. Participants will learn to effectively integrate and utilize Sofia AI with OnePlan to optimize workflows, enhance collaboration, personalize project management experiences, troubleshoot challenges, and apply AI tools to real-world scenarios.

Audience: This course is intended for all OnePlan users who want to learn how to effectively leverage OnePlan’s AI-enabled capabilities to streamline their workflows.

Prerequisites: N/A

OnePlan RPT100

Power BI Basics for OnePlan

This instructor-led course is designed for OnePlan users and IT professionals to master the essential skills needed to effectively utilize Power BI reports with OnePlan. Participants will learn how to connect to both local and remote data sources, model the data, and present their findings through various visual formats such as tables, charts, maps, reports, and rich dashboards. By the end of this course, attendees will have a solid foundation in using Power BI to enhance their data analysis and reporting capabilities within OnePlan.

Audience: This course is intended for OnePlan Executives and Managers who need to access and analyze data using Power BI reporting dashboards.

Prerequisites: N/A

OnePlan RPT200

Advanced Power BI for OnePlan

This instructor-led course is specifically designed for IT professionals who wish to enhance their skills in modifying Power BI reports within OnePlan. Participants will learn how to customize and refine Power BI reports to meet specific needs, ensuring accurate data representation and insightful analysis. By the end of this course, attendees will be adept at tailoring Power BI reports to optimize their use of OnePlan’s powerful features for data management and reporting.

Audience: This course is intended for OnePlan Administrators and super users who need to maintain and modify their Power BI reports.

Prerequisites: OnePlan RPT100: Consuming Power BI Reports Basics for OnePlan End Users

OnePlan MSP100

Use Microsoft Project to Create Projects

This course offers practical, hands-on training in Microsoft Project. Participants will learn the foundational features of the software, including how to create, manage, and report on project schedules. The course emphasizes best practices for designing project schedules that provide valuable insights, early warnings of potential challenges, and enhanced analysis capabilities throughout the project lifecycle.

Audience: This course is ideal for professionals new to Microsoft Project or project scheduling, including project managers, coordinators, and team members seeking to enhance their project planning and management skills.

Prerequisites: N/A

OnePlan MSP200

Use Microsoft Project to Manage Projects

This course provides participants with hands-on training in advanced features of Microsoft Project. It focuses on planning, development, analysis, and reporting of projects, while teaching advanced project scheduling and control techniques. The course also covers additional project management processes, such as risk management and communications management, to enhance overall project effectiveness.

Audience: This course is ideal for professionals who have foundational knowledge of Microsoft Project and are looking to expand their expertise in advanced project management tools and processes.

Prerequisites: OnePlan MSP 100: Use Microsoft Project to Create Projects

OnePlan MSP300

Managing Projects in OnePlan Using OnePlan Add in for Microsoft Project Desktop

This course builds on the foundational concepts from OnePlan MSP 100 and advanced topics from OnePlan MSP 200. Participants will learn how to effectively leverage OnePlan and Microsoft Project together, utilizing the OnePlan Add-in for Microsoft Project Desktop to seamlessly publish project schedules to OnePlan.

Audience: This course is designed for professionals experienced with Microsoft Project who are looking to integrate and optimize their use of OnePlan for streamlined project management.

Prerequisites: OnePlan MSP 100: Use Microsoft Project to Create Projects and OnePlan MSP 200: Use Microsoft Project to Manage Projects

OnePlan PM100

Accidental Project Managers – Getting Started with OnePlan

This hands-on course provides an introduction to the project management lifecycle along with practical experience using essential tools and techniques. Participants will learn how to effectively initiate, plan, monitor, control, and close out projects. The training emphasizes actionable skills, concepts, and principles that can be immediately applied in the workplace. Additionally, this process-based course includes software training on OnePlan, offering an integrated approach to project management.

Audience: This course is ideal for professionals seeking to enhance their project management knowledge and skills, including project managers, team leaders, and anyone involved in project execution and delivery.

Prerequisites: N/A

OnePlan LPM100

Lean Project Management Fundamentals

This hands-on workshop-style course is designed to equip senior leaders and other key stakeholders with the skills to align strategy with execution, fostering a culture of innovation, flexibility, and speed. It focuses on one of the core competencies of the Scaled Agile Framework (SAFe)—a modern business framework rooted in Lean, Agile, and other established practices. Participants will also learn how to design and continuously improve their own portfolio framework encompassing people, processes, and tools. This process-based course does not include software training.

Audience: This course is tailored for senior leaders, executives, and key stakeholders responsible for strategic alignment and portfolio management within their organizations.

Prerequisites: N/A

OnePlan Bootcamps

Whether you’re an end user looking to maximize project success or an administrator striving to streamline systems, our expert-led bootcamps deliver unparalleled value.

These immersive, hands-on sessions occur 2-3 times a year in exciting locations chosen based on demand. Stay tuned for upcoming Bootcamp sign-ups and locations!

End User Bootcamp

Designed for end users, this hands-on training will show you how to seamlessly integrate OnePlan with various project management methodologies, including waterfall, agile, and hybrid approaches. Master the tools and techniques to optimize project outcomes and enhance team collaboration, all while adapting to your preferred methodology.

Administrator Bootcamp

This training is designed for administrators to expertly navigate the OnePlan console and master advanced system settings. Learn to implement configurations that drive standardization and best practices across portfolios, programs, and projects. Equip yourself with the skills to streamline administration, ensure consistency, and optimize your organization’s project management framework.