Description

Taught via online conferencing, this course helps administrators of Software Planner to set the software up for others to use. This class is suitable for Software Planner administrators.   

Topics

Software Planner Administration (1 - 2 Hours)

• Administering Security
  :: Setting up security groups
  :: Adding and removing users
  :: Assigning project rights to users
  :: Sharing calendars for security group users
• Administering Projects
  :: Creating and maintaining projects
  :: Strategies for single versus multiple projects
  :: Securing a project
  :: Cloning project properties
  :: Archiving projects
• Customizing Software Planner for your Needs
  :: Creating custom fields
  :: Linking fields from one area of the software to another
  :: Managing choice lists
  :: Managing workflow and state transitions
  :: Setting screen layouts
  :: Setting system options
  :: Creating custom lists (Knowledge Bases, etc) using the List Manager
  :: Creating custom email alerts 
  :: Setting escalation rules
• Importing and Exporting Data
  :: Importing Data
  :: Exporting Data
• Using Enterprise Features (Enterprise Only)
  :: Active Directory Integration
  :: Creating custom fields based on SQL queries
  :: Using the data dictionary
  :: Using the API
  :: Integrating with Crystal Reports
  :: Scheduling reports to be distributed via email
  :: Integration with source control systems
  :: Integration with automated testing systems
  :: Integration with other in-house software (data synchronization)

 

Registration and Costs

Taught via online conferencing, the cost is $300.  To register for this class, contact Software Planner at 303-768-7480.

Note: If you prefer on-site training, we offer a 2 day class that covers Software Planner 101, 102, 103, and 104 classes, click here to learn more.