Open Plan

Course Catalog

Asset Name Description Roles DLZ Subscription
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Functional Guide
Open Plan Earned Value Management Series: Delivering Successful EVM Based Projects - Self-Paced Learning Duration: 1h
Description: In this 1-hour course, you will learn how to deliver successful EVM based projects. As well as the importance of using EVM and how it helps an organization, identify ways on how to deal with variances, and apply techniques to monitor and control projects.

Topics covered:
Why use Earned Value Management? - 20m
Analyzing Variances - 20m
Using EVM for Project Monitoring and Control - 20m
  • Project Manager
  • Scheduler
  • Risk Analyst
  • Control Account Manager
  • DLZ Enhanced
Open Plan Schedule Quality Series: Schedule Compliance through Best Practice Standards - Self-Paced Learning Duration: 41m 24s

Learn about the DCMA 14 Point Schedule Assessment to improve schedule quality, identify the criteria and apply best practices of each point, and deliver successful projects with features in Deltek Open Plan that support the assessment.

Topics covered:
Introduction to this course - 2m 54s
What can you do? - 1m 34s
Scheduling Best Practice Guidelines - 1m 27s
The DCMA 14 Point Schedule Assessment - 22m 39s
References - 40s
On your own - 8m
Summary and Conclusion - 4m 10s
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • Control Account Manager
  • DLZ Enhanced
Open Plan VLC On-Demand: Learn More This guide explains how the On Demand service for Virtual Live Classes works, and includes a list of all the available classes. The On Demand booking service for live classes is available to Enhanced Tier subscribers only.
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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]
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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]
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
Open Plan Product Overview Series: Overview, Navigation and Settings - Virtual Live Class Duration: 2hrs

Learn about the basics and capabilities of Open Plan . This course is part of the Product Overview Series.

Topics Covered:
Basic terms and File Types
Customize the Contents Pane
View Data
Tools and Edit Tabs
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Product Overview Series: First Steps in Open Plan - Virtual Live Class Duration: 2hrs

Learn how to navigate the system and make adjustments to views to provide guidance in getting comfortable with Open Plan. This course is part of the Product Overview Series.

Topics Covered:
Data Structures
Open Projects
Make Changes To The Preferences
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Functional Guide
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Functional Guide
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Functional Guide
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Functional Guide
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
Open Plan Product Overview - Quick Reference Guide Duration: 3m read

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:
DSN and Security Admin - 2m read
Explorer View and Parts - 1m read
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Earned Value Management - Quick Reference Guide Duration: 8m read

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:
EVM Terms and Definitions - 4m read
EVM Threshold Requirements - 2m read
EVM Budget Hierarchy - 2m read
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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]
  • Project Manager
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • DLZ Enhanced
Open Plan Project Setup Series: Codes, Calendars and Resources - Virtual Live Class Duration: 1.5hrs

Learn how to build a Code, Calendar, and Resource file. This course is part of the Project Setup Series.

Topics Covered:
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Setup Series: Charts and Views - Virtual Live Class Duration: 1.5hrs

Learn how to interpret and customize data through the use of Views and charts, and to produce reports for management and data analysis. This course is part of the Project Setup Series.

Topics Covered:
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Setup Series: Building the Project Schedule - Virtual Live Class Duration: 2hrs

Learn about the preparatory steps including locating a suitable calendar and the steps required to pull all the preparation together and build a robust, high quality project schedule. This course is part of the Project Setup Series.

Topics Covered:
Preparing to build an Open Plan schedule
Creating the Open Plan Project
Creating Activities
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Setup Series: Critical Path and Target Dates - Virtual Live Class Duration: 2hrs

Learn about the Critical Path Method and its brief history. This course is part of the Project Setup Series.

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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Setup Series: Project Setup and Management - Virtual Live Class Duration: 1.5hrs

Learn how 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.

Topics Covered:
Project Management
Barcharts View
Spreadsheet View
Projects View
Date Scale
Reporting Calendar
Network View
Global Exit Expression
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Setup Series: Assigning Resources in Open Plan - Virtual Live Class Duration: 2hrs

Learn the process and principles of assigning resources to activities in Open Plan Professional and how a Resource file stores the resources for a project, program, and organization. This course is part of the Project Setup Series.

Topics Covered:
Open Plan Resources Overview
Assigning Resources
Effort Driven Assignment
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Setup - Quick Reference Guide Duration: 11m read

Learn about the critical path method, the steps in creating and calculating it.

Topics covered:
Critical Path in Open Plan - 3m read
Target Dates in Open Plan - 2m read
Creating Subprojects - 2m read
Assigning External Subprojects - 2m read
Assigning Resources in Open Plan - 2m read
  • Project Manager
  • Scheduler
  • DLZ Enhanced
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]
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
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
  • Project Manager
  • Scheduler
  • Risk Analyst
  • Control Account Manager
  • DLZ Enhanced
Open Plan Project Lifecycle Management Series: Resource and Cost Management - Virtual Live Class Duration: 2hrs

Learn how to use a hierarchical resource file of Open Plan. This course is part of the Project Lifecycle Management Series.

Topics Covered:
Import and Interpret Resource Data
Distribute and Schedule Resources per Project Based on Skills
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Lifecycle Management Series: Advanced Resource Management - Virtual Live Class Duration: 2hrs

Learn how to use Open Plan tools to look at in depth methods to investigate whether or not resource assignments exceed availability of resources. This course is part of the Project Lifecycle Management Series.

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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Lifecycle Management Series: Creating and Managing Baselines - Virtual Live Class Duration: 2hrs

Learn about the importance of baselines, and the process of creating and selecting single or multiple baselines. This course is part of the Project Lifecycle Management Series.

Topics Covered:
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Lifecycle Management Series: Progressing and Reporting - Virtual Live Class Duration: 2hrs

Learn how to identify and analyze the progress of activities and projects in Open Plan. This course is part of the Project Lifecycle Management Series.

Topics Covered:
Progressing Activities
Activity Progress Activity Tab
Addressing Out-of-Sequence Conditions
Using the Activity Progress Resources Tab
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Lifecycle Management Series: Understanding and Using Subprojects - Virtual Live Class Duration: 2hrs

Learn the purpose of subprojects in a schedule, the types of subprojects supported by Open Plan. This course is part of the Project Lifecycle Management Series.

Topics Covered:
Concepts of Subprojects
Creating Subprojects
Creating External Subprojects
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Lifecycle Management Series: Risk Analysis - Virtual Live Class Duration: 2hrs

Learn how to use Monte Carlo techniques to analyze optimistic and pessimistic duration and enter risk information into Open Plan. This course is part of the Project Lifecycle Management Series.

Topics Covered:
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan Project Lifecycle Management - Quick Reference Guide Duration: 19m read

Learn about baseline, the processes of creating a baseline and the Performance Measurement Baseline (PMB).

Topics covered:
Creating and Managing Baselines - 4m read
Risk Analysis - 4m read
Histogram - 4m read
Time Limited Resource Scheduling - 2m read
Resource Barchart - 2m read
Resource Techniques - 3m read
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
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]
  • System Administrator
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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]
  • System Administrator
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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
  • System Administrator
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
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
  • System Administrator
  • Project Manager
  • Scheduler
  • DLZ Standard
  • DLZ Enhanced
Open Plan System Administration Series: Administration - Virtual Live Class Duration: 2hrs

Learn how 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.

Topics Covered:
EPM Security Administrator
Creating Roles
Creating Groups
Creating Users
Managing Product License
Managing Access Control
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan System Administration Series: Multi Project and User Considerations - Virtual Live Class Duration: 1hr

Learn how to utilize the Project Summary Usage System and the Multi-Project Resource Scheduling and how to allow different projects to be scheduled successively using a single resource file. This course is part of the System Administration Series.

Topics Covered:
Create and Investigate a Summary Usage table
Reserve Resource Availability
Advanced Activity Types
Project Scheduling Priority
Resolve User Conflict
Multi-Project Environment
Finish to Start Relationship
Cost Calculations
Create the Baseline
File Access Modes
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan System Administration Series: Custom Fields, Calculations and Filters - Virtual Live Class Duration: 1hr

Learn how to use and create Calculated Fields, Filters, and Sorts for the calculation and displaying data not stored in the standard versions of the project database tables. This course is part of the System Administration Series.

Topics Covered:
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan System Administration Series: Custom Reporting and Utilities - Virtual Live Class Duration: 2hrs

Learn how to customize Barchart, Spreadsheet, Histogram, and Network views, and the utility programs useful for a large amount of project data. This course is part of the System Administration Series.

Topics Covered:
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
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Standard
  • DLZ Enhanced
Open Plan System Administration - Quick Reference Guide Duration: 28m read

Learn about Multi-Project users across Open Plan, the different terms, definitions, and examples associated with the multi-project environment.

Topics covered:
Multi Project User and Considerations - 4m read
Multi Project Environment Terms and Definition - 1m read
Calculated Fields - 5m read
Filters and Sorts - 4m read
Barchart View in Custom Reporting - 4m read
Spreadsheet View in Custom Reporting - 4m read
Network View in Custom Reporting - 3m read
Utilities - 3m read
  • System Administrator
  • Scheduler
  • DLZ Enhanced
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.
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
Open Plan VLC On Demand Request Form Use this form to request a private Virtual Live Class on a date of your choice.
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced
Open Plan VLC On Demand - FAQ This printable document covers the frequently asked questions by people interested in taking the virtual live classes (VLC).
  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • DLZ Enhanced