PM Compass

Course Catalog

Asset Name Description Roles DLZ Subscription
PM Compass 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.
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Enhanced
PM Compass Product Overview: What's New in v8.1 - Functional Reference Guide Duration: 11m Read 

Learn about the new features and enhancements in PM Compass version 8.1.

New Features and Updates
Primavera P6 Schedule Integration
Master Projects
Schedule and Cost Analysis View Barchart
Change Details View Barchart Enhancements
Change Details view General Enhancements
Project List View Enhancements
Enter Schedule Progress Enhancements
Workflow List View Enhancements
Cost Analysis View Enhancements
Work Authorization Export
Progress and Analysis Record Limit
Shared Network Folder Locations
Scheduled Alert to Calculate Earned Value
Terminology Change
Report Enhancements
Deleting Stale Archive Reports
EPM SA and Weblink Enhancements
Cobra-Related Enhancements
Miscellaneous Enhancements
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Functional Guide
PM Compass Product Overview: Features and Navigation - Functional Reference Guide Duration: 15m Read 

Learn about the different features and navigation in PM Compass.

Topics covered:
PM Compass Overview
Roles in PM Compass
PM Compass Navigation
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Functional Guide
PM Compass Product Overview Series: Essentials - Learning Video Duration: 56m 56s 

Learn about the features, capabilities, and structure of PM Compass and how your role affects your PM Compass experience.

Topics covered:
In this Learning Video - 1m 52s
What is PM Compass? - 2m 54s
PM Compass Architecture - 6m54s
PM Compass Projects - 12m 29s
PM Compass Workflows - 15m 29s
Delegating and Reassigning a Workflow - 1m 25s
PM Compass Dashboards - 7m 52s
PM Compass Reports - 7m 2s
Summary and Conclusion - 1m 3s
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Enhanced
PM Compass Product Overview Series: Overview, Roles and Navigation - Self-Paced Learning Duration: 1h 30m 

Learn about the different roles and navigation in PM Compass.

Topics covered:
PM Compass Overview - 6m
PM Compass Roles - 16m
PM Compass Navigation - 32m
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Product Overview Series: Overview, Roles and Navigation - Virtual Live Class Duration: 2hrs

Learn about the interface, navigation, and the primary roles of PM Compass. This course is part of the Product Overview Series.

Topics Covered:
PM Compass Overview
PM Compass Roles
PM Compass Navigation
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass 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
  • Claims Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Enhanced
PM Compass Project Setup Series: Dashboard and Dashparts - Self-Paced Learning Duration: 1h 30m 

Learn how to create a dashboard and different types of dashparts.

Topics covered:
Dashboard Overview - 10m
Access Rights to Dashboards - 12m
Dashparts - 27m
Settings - 2m
Searching Dashboards - 16m
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Project Setup Series: Advanced Navigation and Setup - Recorded Session In this 1-hour course, you will learn about navigating through the PM Compass Dashboard, creating custom Dashboards and the process of adding and deleting Dashparts. This course is part of the Project Setup Series.
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Project Setup Series: Dashboard and Dashparts - Virtual Live Class Duration: 2hrs

Learn how to create a dashboard and dashparts, share access with other users, and set the default dashboard. This course is part of the Project Setup Series.

Topics Covered:
Dashboard Overview
Access Rights to Dashboards
Dashparts
Settings
Searching Dashboards
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Project Setup Series: Advanced Navigation and Setup - Virtual Live Class Duration: 2hrs

Learn about the navigating through the PM Compass Dashboard, creating custom Dashboards and the process of adding and deleting Dashparts. This course is part of the Project Setup Series.

Topics Covered:
Navigation
Custom Dashboards
Dashparts
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Product Overview and Setup - Quick Reference Guide Duration: 4m read 

Learn how to create a dashboard and different types of dashparts.

Topics covered:
Features Overview - 1m read 
Dashboards and Dashparts - 3m read 
  • System Administrator
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Projects, Costs and Schedule Analysis, and Progress Views - Self-Paced Learning Duration: 1h 30m 

Learn to create progress entries and enter progress within a project.

Topics covered:
Projects - 17m
Cost Analysis View - 10m
Schedule Analysis View - 17m
Progress Cycle - 22m
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Workflows and Reports - Self-Paced Learning Duration: 2h

Learn about setting up workflows and generating reports. 

Topics covered:
Workflows - 50m
Reports - 31m
Standard Reports - 18m
Try It Yourself
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Progress and Link Management - Recorded Session In this 1.5-hour course, you will learn about workflow types and their uses, to add and complete projects and project details, and how they can be shared to other users. This course is part of the Progress Monitoring Series.
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Projects, Costs and Schedule Analysis, and Progress Views - Virtual Live Class Duration: 2hrs

Learn how to navigate the Projects menu, how to use the cost analysis and schedule analysis views, and how to enter and approve cost and schedule progress. This course is part of the Progress Monitoring Series.

Topics Covered:
Projects
Cost Analysis View
Schedule Analysis View
Progress Cycle
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Workflows and Reports - Virtual Live Class Duration: 2hrs

Learn about the standard reports and running them, how to create a workflow, different workflow types, and completing the workflow process. This course is part of the Progress Monitoring Series.

Topics Covered:
Workflows
Reports
Standard Reports
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Projects and Workflows - Virtual Live Class Duration: 2hrs

Learn how to create progress items, enter and submit project progress status, and associate and add links to different entities. This course is part of the Progress Monitoring Series.

Topics Covered:
Workflows
Reports
Standard Reports
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Progress and Link Management - Virtual Live Class Duration: 2hrs

Learn about the workflow types and their uses, to add and complete projects and project details, and how they can be shared to other users. This course is part of the Progress Monitoring Series.

Topics Covered:
Workflow Types
Workflow Uses
Add and complete projects
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring Series: Reporting and Data Mining - Virtual Live Class Duration: 2hrs

Learn about the Data Mining and the steps to create a Data Mining event. This course is part of the Progress Monitoring Series.

Topics Covered:
Report Categories and Reports Tab Options
Report Administration
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Director/Senior Manager
  • Control Account Manager
  • DLZ Standard
  • DLZ Enhanced
PM Compass Progress Monitoring - Quick Reference Guide Duration: 10m read 

Learn about setting up workflows and generating reports.

Topics covered:
Projects, Cost Analysis, Schedule Analysis and Progress - 2m read 
Workflow Overview - 2m read 
5 Things to Remember in a Workflow - 1m read 
Reports Overview - 2m read
Most Used Reports - 3m read
  • Project Manager
  • Scheduler
  • Cost Analyst
  • Control Account Manager
  • DLZ Enhanced
PM Compass System Administration Series: EPM Security Administrator - Learning Video Learn about the features and capabilities of EPM Security Administrator and how it affects a user's access to PM Compass.

Topics covered:
Introduction and In this Learning Video - 45s
Introduction to EPM Security Administrator - 2m 26s
Navigation - 2m 51s
Adding a User - 4m 23s
Importing Users Using ASCII Files - 1m 15s
Adding a Group - 58s
Summary and Conclusion - 1m 16s
  • System Administrator
  • DLZ Enhanced
PM Compass System Administration Series: Workflow Type Configuration - Learning Video Learn about the Workflow Type Configuration features and its tabs, how to add new user fields to a workflow, and how to add a new field to a workflow form.

Topics covered:
Introduction and In this Learning Video - 52s
Workflow Type Configuration - 11m 56s
User Field Mapping - 2m 22s
User-Defined Data - 3m 48s
Summary and Conclusion - 1m 6s
  • System Administrator
  • DLZ Enhanced
PM Compass System Administration Series: Processes - Learning Video Learn about the three main applications of the Process Server, how to run processes using the Profile Editor and Process Queue Manager, and how to view generated logs.
Topics covered:
Introduction and In this Learning Video - 48s
Process Server - 37s
Profile Editor - 2m 31s
Process Queue Manager - 2m 53s
Process Server Management - 37s
Process Log Viewer - 1m 27s
Summary and Conclusion - 1m 8s
  • System Administrator
  • DLZ Enhanced
PM Compass System Administration Series: Reports - Learning Video Learn about Report Administration features and its tabs, the different Report Categories, how to schedule the Data Mining process, and how to review the Data Mining Summary Report.

Topics covered:
Introduction and In this Learning Video - 48s
Introduction to Report Administration - 7m 21s
Report Categories - 4m 44s
Data Mining - 3m 58s
Data Mining Report - 2m 4s
Summary and Conclusion - 1m 17s
  • System Administrator
  • DLZ Enhanced
PM Compass System Administration Series: System Settings - Learning Video Learn about the PM Compass System Settings, its tabs and their functions.

Topics covered:
Introduction and In this Learning Video - 38s
System Settings Introduction - 34s
General tab - 50s
Labels tab - 18s
Progress tab - 53s
Summary and Conclusion - 48s
  • System Administrator
  • DLZ Enhanced
PM Compass System Administration Series: Search - Learning Video Learn about the Search function, how to use the different search types, and how to create a saved search.

Topics covered:
Introduction and In this Learning Video - 45s
Introduction to Search - 3m 55s
Standard Search - 3m 1s
Advanced Search - 1m 36s
Saved Search - 3m 22s
Summary and Conclusion - 56s
  • System Administrator
  • DLZ Enhanced