Description

Taught via online conferencing or on-site, 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

If taught on-site, these topics are covered in a single day.  If taught via online conferencing, these topics can be taught on different days or in a single day.

Session 1 - Software Planner Administration (1 - 3 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 
• 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)

 

Session 2 - Software Planner Review (1 Hour)

This session is used to review your administrative setup once you have used the software for a while.  We normally recommend that this session follows your initial setup within a few days or a few weeks.  The Pragmatic team can review how your software was setup and to make best practice recommendations for ensuring it is used in the most effective manner based on your individual needs.

Registration and Costs

If taught via online conferencing, the cost is $300.  If taught on-site, the cost is $3,000 which includes Software Planner 101, Software Planner 102 and Software Planner 103 classes at no additional cost and includes travel and lodging costs, so there are no hidden costs.  

To register for this class, contact Pragmatic Software at 303-768-7480 or 800-773-7785.