| Asset Name | Description | Roles | DLZ Subscription |
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| Open Plan Scheduler Certification Series: P6 to Open Plan Crosswalk | Duration: 45m Learn about the similarities and differences in the capabilities of Primavera P6 and Deltek Open Plan. Topics covered:
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| Open Plan: On-Demand Classes | As an Enhanced Tier subscriber, you have the option of requesting private on-demand live classes with one of our instructors. These classes are an excellent way to benefit from the knowledge of a product expert, and help improve your product usage. You can view details of all the available classes and their descriptions within this course, and when you're ready, you can use the form to book your private session. Topics Included: Getting Started Projects System Administration |
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| Open Plan Earned Value Management - Quick Reference Guide | Learn about Earned Value (EV), Earned Value Management (EVM) and Earned Value Management System (EVMS) terms, definitions and formulas, the Fall 2008 version of DoDI 5000.02. Topics covered:
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| Open Plan Product Overview - Quick Reference Guide | Learn about the use of a Data Source Name (DSN), how the SPM Security Administrator can manage multiple DSNs for each Deltek Product, the steps on how to login to Open Plan, and the various components of the Open Plan interface. Topics covered:
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| Open Plan Project Lifecycle Management - Quick Reference Guide | Learn about baseline, the processes of creating a baseline and the Performance Measurement Baseline (PMB). Topics covered:
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| Open Plan System Administration - Quick Reference Guide | Learn about Multi-Project users across Open Plan, the different terms, definitions, and examples associated with the multi-project environment. Topics covered:
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| Open Plan Project Setup - Quick Reference Guide | Learn about the critical path method, the steps in creating and calculating it. Topics covered:
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| Open Plan Product Overview: Features and Navigation - Functional Reference Guide | Duration: 30m read Learn about the features and navigation of Open Plan. Topics covered: Open Plan Introduction Navigation Settings and Configuration |
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| Open Plan Product Overview Series: Introduction, Overview and Navigation - Self-Paced Learning | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| Open Plan Product Overview Series: Overview, Navigation and Settings - Recorded Session | In this 1.5-hour course, you will learn the basics and capabilities of Open Plan, the basic terms and file types, the customization of the Contents Pane, the viewing of data, and several utility features including the Tools and Edit tabs. This course is part of the Product Overview Series. [Keywords and Related Searches - training videos, settings, system settings, system configurations, customizing, columns, template, spreadsheet, tab groups, multiple windows, contents pane, removing columns, briefcase, users, projects, classes, application options, global editor] |
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| Open Plan Product Overview Series: First Steps in Open Plan - Recorded Session | In this 1.5-hour course, you will learn to navigate the system, how data is structured, to open projects, make changes to the preferences, and make adjustments to views to provide guidance in getting comfortable with Open Plan. This course is part of the Product Overview Series. [Keywords and Related Searches - training videos, navigation, folders, data structure, code file, resource file, projects, ribbons, tabs, menu, saving, overview, properties, open plan explorer, fields, backup, restore] |
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| Open Plan Product Overview Series: Features and Navigation - Learning Video | Duration: 53m Learn about the structure and architecture of the Open Plan system, how to log in to Open Plan and navigate the Open Plan Explorer, how to drill down within the project structure to view ancillary files, how to open a project and access the necessary data, how to create an activity, and the overview of options for configuration and settings. Topics covered: Introduction - 50s Open Plan Overview and Introduction - 7m45s File Menu and Quick Access Toolbar - 4m28s Command Tabs and Hierarchical Pane - 3m53s Project List - 6m06s Open Plan Library and Calendars - 3m02s Codes - 39s Project Templates - 41s Resources, Views, Briefcase and Users - 3m58s Startup - 43s Projects - 4m29s Customizing Contents Pane and Project Views - 3m41s Settings and Configuration - 5m02s Adding Activities to a Project - 2m58s Backup and Restore - 3m17s Summary and Conclusion - 1m45s |
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| Open Plan Product Overview Series: First Steps in Open Plan - Learning Video | Duration: 57m Learn about the overview and navigation of Open Plan, how to open and view projects, the Open Plan fields and how to set them up, how to backup and restore a project, how to print reports using the current views and the print preview tool, and how to temporarily lock the project to perform certain operations. Topics covered: Introduction - 1m20s Open Plan Overview - 1m53s Opening Projects and Properties - 9m02s Startup View, Calendars and Codes - 9m Project Templates and Resources - 1m39s Views - 1m05s Users and Startup - 1m36s Open Plan Fields, User Defined Fields and Calculated Fields - 16m42s Open Plan Backup and Restore - 3m05s Printing Reports - 5m02s Title Blocks - 2m59s Temporary Lock Project Mode - 2m38s Summary and Conclusion - 1m29s |
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| Open Plan Product Overview Series: Open Plan 3.4 to 8.3 Crosswalk, Navigation, and New Features - Learning Video | Duration: 39m Learn about how to navigate the new interface, and the difference in features between Open Plan 3.4 and 8.3. Topics covered: Introduction - 54s Crosswalk from v3.4 to v8.3 - 5m55s Settings and Configuration - 8m28s Standard Views - 5m52s Time Analysis - 3m06s Baseline - 1m34s Shared Mode Temporary Lock - 2m23s Mentor - 52s Activity Steps - 4m35s Organize Columns Dialog - 2m25s Ancillary Data - 1m35s Learn More - 39s |
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| Open Plan Product Overview: Overview, Navigation, and Settings | Duration: 2hrs This class discusses the basics and capabilities of Open Plan. Topics Covered: Basic terms and File Types Customize the Contents Pane View Data Tools and Edit Tabs |
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| Open Plan Product Overview: What's New in v8.2 - Functional Reference Guide | Duration: 10m read Learn about the new features and enhancements in Open Plan 8.2. Topics covered: Multi-Level Undo Network View Layouts Primavera 6 Web and XER Import Assign a Baseline Primavera 6 Web and XER Export Primavera 6 Multi-Table View Activity Details Relationships Tab Activity Steps Tab Allow % Complete on Steps Steps Earned Value Technique Dialogue Box Enhancements |
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| Open Plan Product Overview: What's New in v8.3 - Functional Reference Guide | Duration: 30m read Learn about the new features and enhancements in Open Plan 8.3. Topics covered: Open Plan 8.3 Enhancements Open Plan 8.3 Updates |
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| Open Plan Product Overview: What's New in v8.4 - Functional Reference Guide | Duration: 15m read Learn about the new features and enhancements in Open Plan 8.4. Topics covered: Integrated Program Management Data Report Data Source when logging in Refresh Data in Shared Mode View Record Count Edit Physical % Complete Linking Activities in the Selected Order Earned Value Technique Enhancements Other Enhancements |
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| Open Plan Product Overview: What's New in 8.5 - Functional Reference Guide | Duration: 25m read Learn about the new features and enhancements in Open Plan 8.5. Topics covered: Open Plan 8.5 New Features Open Plan 8.5 Enhancements |
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| Open Plan Product Overview: What’s New in 8.6 – Functional Reference Guide | Duration: 30m read Learn about the new features and enhancements of Open Plan 8.6. Topics covered:
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| Open Plan Product Overview Series: PPM Architecture - Infographic | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| Open Plan Earned Value Management Series: EVM Concept - Self-Paced Learning | Duration: 25m Learn about the history and concept of Earned Value Management, the decision process and requirements for implementing EVM. Topics covered: EVM Terms and Definitions - 4m read EVM History and Concept - 10m Earned Value within Contracting Process - 1m12s Threshold Requirements - 1m read Earned Value Management Decision Process - 2m10s Integrated Management System - 2m36s Checkpoint Questions - 2m |
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| Open Plan Earned Value Management Series: EVM Planning - Self-Paced Learning | Duration: 30m Learn about the planning involved in Earned Value Management, the structures involved in breaking down an EVM project, project scheduling, establishing time-phased budgets. Topics covered: Work Breakdown Structure - 1m06s Organizational Breakdown Structure - 48s Resource Breakdown Structure - 39s Project Scheduling - 1m08s Establish Time Phased Budgets - 48s Budget Hierarchy - 1m read The Baseline - 1m34s Integrated Baseline Review - 1m01s Integrated Baseline Review Process - 1m32s Keys to a Stable Baseline - 1m09s Budgeted Costs for Work Scheduled - 33s Budget At Completion - 25s EVM Planning Appendix - 15m EVM Planning Checkpoints - 2m |
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| Open Plan Earned Value Management Series: EVM Execution - Self-Paced Learning | Duration: 30m Learn about the processes involved in executing a project using Earned Value Management such as the ACWP, BCWP, SV, CV, EAC, VAC, CPI, SPI, TCPIs, and BCWR. Topics covered: Actual Cost of Work Performed (ACWP) - 30s Budgeted Cost of Work Performed (BCWP) - 33s Schedule Variance (SV) - 35s Cost Variance (CV) - 43s Estimate At Completion (EAC) - 28s Variance At Completion (VAC) - 35s Cost Performance Index (CPI) - 54s Schedule Performance Index (SPI) - 1m02s To-Complete Performance Indices (TCPIs) - 54s Tripwires - 10m Budgeted Cost for Work Remaining (BCWR) - 23s Calculating Forecast EAC - 37s Forecasts - 10m EVM Execution Checkpoints - 2m |
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| Open Plan Project Setup Series: Codes, Calendars and Resources - Recorded Session | Duration: 1h 22m Learn about building a code, calendar, and resource file, create a Work Breakdown Structure (WBS), the value of Top-down Planning, and determine the standard views for projects. Topics covered: Introduction, Basics and Objectives Top Down Planning Work Breakdown Structure (WBS) Defined and Considerations Level of Detail Projects, Networks, Relationships, Lags and Duration Schedule Milestones Free and Total Float Calendars and Holidays Target Dates What is Earned Value and how is it calculated Performance to Date Top-Down Planning Codes and Simple Coding Breakdown Structures, Fixed Form Significant and Designing a Breakdown Structure Symmetry |
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| Open Plan Project Setup Series: Charts and Views - Recorded Session | Duration: 1h 20m Learn about interpreting and customizing data through the use of Views and charts, and to produce reports for management and data analysis. Topics covered: Introduction and Objectives Displaying and Not Displaying Relationships Setting and types of Target Dates Fixed vs ON Target Dates on the Entire Project Simple Coding and Codes Breakdown Structures Fixed Form Significant Designing a Breakdown Structure Symmetry Creating a New Project Using Time Analysis, When to Perform a Time Analysis and Using the options tab Summary |
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| Open Plan Project Setup Series: Building the Project Schedule - Recorded Session | Duration: 1h 15m Learn about building a robust, high quality project schedule. Topics covered: Objectives Preparing to build an Open Plan schedule Creating the Open Plan Project Creating Activities Review |
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| Open Plan Project Setup Series: Critical Path and Target Dates - Recorded Session | Duration: 1h 15m Learn about the Critical Path Method and its brief history, the process to create a critical path in Open Plan. Topics covered: Introduction and history of CPM Steps and Requirements to Critical Path Method Relationship Types; Finish-to-Start, Start-to-Start, Finish-to-Finish and Start-to-Finish Lags and Best Practice Considerations Leads and Best Practice Considerations Critical Path Calculations Entering Activity Relationships in Open Plan When should Target Dates be used? How do Target Dates affect schedules Target Dates(How it can alter the critical path of a project schedule) On Target vs. Fixed Target Dates Applying Target Dates in Open Plan |
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| Open Plan Project Setup Series: Project Setup and Management - Recorded Session | In this 1-hour course, you will learn to create a project, to use the tool to manage deliverables, resources, dates, and the relationships between data sets. This course is part of the Project Setup Series. [Keywords and Related Searches - training videos, project management, barcharts view, spreadsheet view, project views, date scale, reporting calendar, network view, global edit expression] |
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| Open Plan Project Setup Series: Assigning Resources in Open Plan - Recorded Session | Duration: 50m Learn about the process and principles of assigning resources to activities in Open Plan Professional. Topics covered: Introduction and Objectives Open Plan Resources Overview Assigning Resources Effort Driven Assignment Recap |
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| Open Plan Project Setup Series: Codes, Calendars and Resources - Learning Video | Duration: 32m Learn about creating and populating Open Plan Code files, how Calendars define work periods, the process to create and modify Calendars, and to create and load data into an Open Plan Resource file. Topics covered: Introduction - 45s Creating Code Files - 8m05s Creating Calendars - 7m35s Creating Resource Files - 8m57s Resource Files Spreadsheet View - 2m31s Skills - 1m43s Customize Spreadsheet View Columns - 1m05s Summary and conclusion - 58s |
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| Open Plan Project Setup Series: Charts and Views - Learning Video | Duration: 44m Learn about the different View types in Open Plan, how to modify Barchart and Spreadsheet views, how to edit data scales, how to create and use a reporting calendar. Topics covered: Introduction - 57s The Views Library - 6m24s Barchart and Spreadsheet Views - 6m12s Spreadsheet Views Features - 5m01s Conditional Formatting - 12m24s Network Views - 11m47s Summary and Conclusion - 1m11s |
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| Open Plan Project Lifecycle Management Series: Resource and Cost Management - Recorded Session | In this 0.5-hour course, you will learn to use a hierarchical resource file, import and interpret resource data, to better distribute and schedule resources per project based on skills, and for better tracking on how many-hours per project the resource. This course is part of the Project Lifecycle Management Series. [Keywords and Related Searches - training videos, resource management, cost management, hierarchical resource file, resource assignments, resource details, resources, roll-up scheduling, resource allocation, define skills] |
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| Open Plan Project Lifecycle Management Series: Advanced Resource Management - Recorded Session | Duration: 50m Learn about using Open Plan tools to look at in depth methods to investigate whether or not resource assignments exceed availability of resources, and what can be done. Topics covered: Introduction to Resource Management Histogram Preferences options and resources Interpreting a Histogram The Limited Resource Scheduling Advanced Resource Techniques Time versus Resource-Limited Resource Scheduling Splitting an Activity Stretch an Activity Guidance on Stretching Reprofile an Activity Guidance on Reprofiling Set the Resource to Immediate Conclusions |
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| Open Plan Project Lifecycle Management Series: Creating and Managing Baselines - Recorded Session | Duration: 36m Learn about baselines and the process to create and select single or multiple baselines. Topics covered: Introduction What is a Baseline? Open Plan Baselines When to Take a Baseline Why do I need a Baseline? Creating a Baseline The Baseline Dialog Box Performance Measurement Baseline (PMB) When to Create a PMB Summary |
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| Open Plan Project Lifecycle Management Series: Progressing and Reporting - Recorded Session | Duration: 40m Learn about identifying and analyzing the progress of activities and projects, to identify solutions for project delays, and calculate actual costs and earned value of projects. Topics covered: Introduction Progressing Activities Activity Progress Activity Tab Addressing Out-of-Sequence Conditions Using the Activity Progress Resources Tab Summary |
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| Open Plan Project Lifecycle Management Series: Understanding and Using Subprojects - Recorded Session | Duration: 32m Learn about the purpose of subprojects in a schedule, the types of subprojects supported by Open Plan, and the process to create and use them to help manage projects. Topics covered: Introduction Concepts of Subprojects Creating Subprojects Creating External Subprojects Summary |
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| Open Plan Project Lifecycle Management Series: Risk Analysis - Recorded Session | Duration: 38m Learn about using Monte Carlo techniques to analyze optimistic and pessimistic duration, the guidelines for risk analysis, entering risk information into OpenPlan, and interpreting the risk analysis results. Topics covered: Introduction Risk Analysis Terminology Risk Identification & Assessment Risk Containment Quantitative Risk Analysis Methods Monte Carlo Simulation Risk Analysis Probability & Measures of Central Tendency Probability Distributions Combining Possibilities Risk Application Probability in Durations Risk Analysis Risk Reports |
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| Open Plan Reports Series: Exporting IPMDAR JSON Files - Learning Video | Duration: 14m 9s Learn about the IPMDAR DID and how to export its JSON files. Topics covered: Introduction and In this Learning Video - 49s IPMDAR DID Overview - 1m 8s Exporting the JSON Files - 11m 26s Summary and Conclusion - 46s |
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| Open Plan Project Lifecycle Management: Advanced Resource Management | Duration: 2hrs This class teaches how to use Open Plan tools to look at in depth methods to investigate whether or not resource assignments exceed availability of resources. Topics Covered: Introduction to Resource Management Histogram Preferences options and resources Interpreting a Histogram The Limited Resource Scheduling Advanced Resource Techniques Time versus Resource-Limited Resource Scheduling Splitting an Activity Stretch an Activity Guidance on Stretching Reprofile an Activity Guidance on Reprofiling Set the Resource to Immediate |
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| Open Plan Project Lifecycle Management: Progressing and Reporting | Duration: 2hrs This class teaches how to identify and analyze the progress of activities and projects in Open Plan. Topics Covered: Progressing Activities Activity Progress Activity Tab Addressing Out-of-Sequence Conditions Using the Activity Progress Resources Tab |
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| Open Plan Project Lifecycle Management: Understanding and Using Subprojects | Duration: 2hrs This class discusses the purpose of subprojects in a schedule, the types of subprojects supported by Open Plan. Topics Covered: Concepts of Subprojects Creating Subprojects Creating External Subprojects |
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| Open Plan System Administration Series: Administration - Recorded Session | In this 1-hour course, you will learn to create roles, groups, and users, and manage product licenses and access control in Deltek EPM Security Administrator. This course is part of the System Administration Series. [Keywords and Related Searches - training videos, epm security administrator, epmsa, role, creating roles, group, creating groups, user, creating users, managing product license, managing access control] |
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| Open Plan System Administration Series: Multi Project and User Considerations - Recorded Session | In this 1-hour course, you will learn to utilize the Project Summary Usage System and the Multi-Project Resource Scheduling, how to allow different projects to be scheduled successively using a single resource file, create and investigate a Summary Usage Table, and reserve the availability of a resource. This course is part of the System Administration Series. [Keywords and Related Searches - training videos, advanced activity types, resource scheduling, multi user, project scheduling priority, summary usage, reserving resources, resolve resource conflict, multi-project environment, finish to start relationship, cost calculations, create the baseline, file access modes, global changes, access modes] |
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| Open Plan System Administration Series: Custom Fields, Calculations and Filters - Recorded Session | Duration: 48m Learn about using and creating Calculated Fields, Filters, and Sorts for calculating and displaying data not stored in the standard versions of the project database tables. Topics covered: Introduction Calculated Fields Progressing the HOMECONS Project Create New Calculated Fields Creating a Calculated Field Using Multiple Tables Guidelines for Creating Calculated Fields; Constants, Field Names, Operators and Functions Date Formats, Filter and Sorts Creating New Filters Build a Complex Filter Create a Filter in a Hierarchical View Temporary Filters Creating New Sorts Summary |
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| Open Plan System Administration Series: Custom Reporting and Utilities - Recorded Session | Duration: 1h 30m Learn about customizing Barchart, Spreadsheet, Histogram, and Network views, and the utility programs useful for a large amount of project data. Topics covered: Introduction Custom Reporting Customizing a Barchart and Attributes Other Barchart Options Reporting Calendars Using a Crosstable Customizing a Spreadsheet View Subsections Customizing a Network View Utilities The Global Editor Driver Analysis User Defined Validations DCMA 14 Point Schedule Assessment |
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| Open Plan Certification Exam | Duration: 1h 30m The Deltek Open Plan Certification validates skills within the Open Plan product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Open Plan Certification exam has demonstrated proficiency within multiple areas of Deltek Open Plan. To receive Deltek Open Plan Certification, you must pass the knowledge based exam. |
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| Deltek Open Plan Scheduler Certification | The Deltek Open Plan Scheduler Certification demonstrates expertise performing all processes and functions within Deltek Open Plan. To receive Deltek Open Plan Scheduler Certification, you must pass the knowledge based exam. |
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| Open Plan VLC On Demand Request Form | Use this form to request a private Virtual Live Class on a date of your choice. |
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| Open Plan VLC On Demand - FAQ | This printable document covers the frequently asked questions by people interested in taking the virtual live classes (VLC). |
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