AdaptiveWork Single-approval Workflow
Once you complete this course: In this course, you will implement a process for the sponsor to submit a project for approval along with a customized view and dynamic action for the PMO (Governance Board) to efficiently review the necessary data and “approve” or “reject” with come Meet Your Instructor: Kornelia Homewood, PMP Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this […]
AdaptiveWork Basic Stage Progression
Once you complete this course: By the end of lessons #1-6 you will have covered a lot of information and developed a comprehensive stage progression feature from initiation to project close out! Meet your Instructor: Cortney Felix, PMP Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. If you see […]
AdaptiveWork Automatic vs Manually Shaped Assignments
Once you complete this course: By the end of this course you will have developed the necessary business rules allowing you to override Planview AdaptiveWork standard work policy behaviors of evenly distributing assigned workloads in favor of shaped assignments of workloads. Meet your Instructor: Cortney Felix, PMP Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may […]
AdaptiveWork Configure Timephase Financials for Cases
Once you complete this course: By the end of this course, you will develop advanced Project Timephase configurations that integrate Cases (Change Requests, Risks, Issues) with your Project’s Timephase financials. Meet your Instructor: Kim Essendrup, PMP & Co-Founder Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. If you […]
AdaptiveWork Custom Project Actuals Module with Financials
Once you complete this course: You will create a new module for Planview AdaptiveWork Project Actuals using a Custom Object, then integrate those objects into Project Timephase Financials Meet your Instructor: Kim Essendrup, PMP & Co-Founder Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. If you see differences […]
AdaptiveWork Dynamic Project Intake Using Daisy-Chained Custom Actions
Once you complete this course: You’ll be able to create a daisy-chained form based on the Project Type. Meet your Instructor: Kornelia Homewood, PMP Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. If you see differences between this course and your platform, please be assured that the content is still […]
AdaptiveWork Project Status Updates
Once you complete this course: You will have implemented a simplified project status form that collects the required KPI updates and captures the user defined input in the related project fields. Additionally, you will have created a report that displays a list of all project updates, as well as a list of projects that have not been updated within a specified amount of […]
AdaptiveWork Fun with Portals Home
Once you complete this course: You’ll be able to install the Portal Home from the Planview AdaptiveWork Apps marketplace, update the portal background image, and button colors to match your brand. We’ll also walk through some ways to tinker with the coding to address common hiccups, and explore some enhanced features that make the User-Interface more visually […]
AdaptiveWork API – Project Financials – Push in Actuals
Once you complete this course: This is what we would consider a very advanced course. If this is your first time working with Planview AdaptiveWork API, we are going to recommend that you review the AdaptiveWork training materials on the Rest API (Clarizen Rest API) so you understand some basics before you dive in. You will be able to push a […]
AdaptiveWork System Health Check (Daily, Weekly, Monthly, Quarterly)
Once you complete this course: This course will review the details of what to review and how often to review it. You’ll also learn how to build out some customization to help you manage these new tasks. Meet your Instructor: Tanya Mancuso, PMP Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. If […]
AdaptiveWork Basic Project Creation via Custom Action
Once you complete this course: This course will review the details of what to review and how often to review it. You’ll also learn how to build out some customization to help you manage these new tasks. Meet your Instructor: Kornelia Homewood, PMP Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. […]
AdaptiveWork APIKey and Introduction to Postman for API calls
Once you complete this course: In this course, we cover the basics of authenticating to the Planview AdaptiveWork API with Postman and learning how it can fit into your toolbelt as a AdaptiveWork champion. Meet your Instructor: Jonathan Smith, MCSE & MCSA Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. If you see differences […]
AdaptiveWork Project Scoring and Prioritization using Multi-criteria
Once you complete this course: You will have individual Key Performance Indicators (KPIs) which will calculate an over-all project score helping your organization rank your proposed project against others in the organization. Meet your Instructor: Kornelia Homewood, PMP Kolme Group https://kolmegroup.com/about-us/our-team/ DISCLAIMER: Some content in this course may reference previous product names, branding and/or screenshots. If you see differences between this course […]
