Asset Name Description Roles
Open Plan Product Overview Series: PPM Architecture - Video

Duration: 44m 


Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs.


Topics covered:



  • Topics List - 1m 15s

  • What is Deltek PPM? - 58s

  • The Deltek PPM Suite Overview - 2m 26s

  • Key Components - 4m 37s

  • Cobra - 3m 45s

  • Open Plan - 2m 53s

  • PM Compass - 3m 50s

  • Acumen (Fuse, Risk, 360) - 4m 24s

  • Acumen Touchstone - 2m 14s

  • wInsight Analytics - 3m 13s

  • PPM Integration - 10m 12s

  • PPM Success Stories - 3m 48s

  • Conclusion - 54s

  • System Administrator
  • Scheduler
  • Risk Analyst
  • Control Account Manager
Open Plan Product Overview: What's New in 8.7 - Video

Duration: 9m


Learn about the new and updated features in Open Plan version 8.7.


Topics covered:



  • Introduction - 11s

  • What's New in Open Plan 8.7 - 39s

  • Importing an Open Plan Backup File - 33s

  • Updating an Existing Open Plan Project - 47s

  • Open Plan Import Options - 54s

  • Grouping MSP Server Projects in Primavera Import Wizard - 22s

  • Importing Date Fields with Single-Digit Format - 25s

  • Replan Activity Features - 31s

  • Adding User-Defined Fields on Steps - 44s

  • Schedule Driver Analysis Update - 20s

  • Automatically Run Cost Calculations After Time Analysis - 21s

  • Automatically Run DCMA Analysis - 14s

  • Getting References Using the API - 30s

  • Add Views Option - 20s

  • Opening Ancillary Files in Default Access Mode - 16s

  • Color Options Updates - 39s

  • Using Arrow Keys for Navigation - 18s

  • Conclusion - 28s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • Control Account Manager
Open Plan Product Overview: What's New in 8.7 - Video

Duration: 9m


Learn about the new and updated features in Open Plan version 8.7.


Topics covered:



  • Introduction - 11s

  • What's New in Open Plan 8.7 - 39s

  • Importing an Open Plan Backup File - 33s

  • Updating an Existing Open Plan Project - 47s

  • Open Plan Import Options - 54s

  • Grouping MSP Server Projects in Primavera Import Wizard - 22s

  • Importing Date Fields with Single-Digit Format - 25s

  • Replan Activity Features - 31s

  • Adding User-Defined Fields on Steps - 44s

  • Schedule Driver Analysis Update - 20s

  • Automatically Run Cost Calculations After Time Analysis - 21s

  • Automatically Run DCMA Analysis - 14s

  • Getting References Using the API - 30s

  • Add Views Option - 20s

  • Opening Ancillary Files in Default Access Mode - 16s

  • Color Options Updates - 39s

  • Using Arrow Keys for Navigation - 18s

  • Conclusion - 28s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
  • Control Account Manager
Open Plan Scheduler Certification Series: Reporting - Video

Duration: 51m


Learn how to modify, adjust, filter, sort, and calculate new data fields to support custom report outputs.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 35s

  • Filters Overview - 38s

  • Restoring Lesson File - 1m 57s

  • Creating a Near-critical Filter - 2m 44s

  • Nesting Filters - 3m 12s

  • Outlining and Grouping Overview - 1m 10s

  • Reviewing Spreadsheet Preferences - 3m 9s

  • Calculated Fields Overview - 1m 17s

  • Creating a Calculated Field - 2m 8s

  • Creating a Variance Calculated Field - 2m 27s

  • Controlling the Grouping Overview - 1m 7s

  • Adding a Cost Field Column to the Table - 1m 1s

  • Modifying the Grouping Bands - 3m 39s

  • Bar Sets Overview - 1m 39s

  • Adding a Near-critical Bar - 4m 13s

  • Time-phased Reporting Overview - 1m 4s

  • Producing Time-phased (Crosstable) Reports - 1m 58s

  • Printing Reports Overview - 1m 18s

  • Using Print Preview - 7m 13s

  • Title Blocks Overview - 31s

  • Working with Title Blocks - 4m 32s

  • Conclusion - 2m 21s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Entering Progress - Video

Duration: 37m


Learn how to status the project to reflect the progress being made on the project by entering progress via the Activity Progress dialog.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 10s

  • Determining the Update Cycle - 56s

  • Earned Value Update Cycle Considerations - 1m 28s

  • Reporting Calendars Overview - 1m 28s

  • Creating a Reporting Calendar - 1m 9s

  • Viewing the Reporting Calendar - 1m 38s

  • Reporting Calendar for Cost Analysis Overview - 55s

  • Assigning a Reporting Calendar - 1m 31s

  • Entering Activity Progress Overview - 29s

  • Preparing a View for Progress Entry - 3m 4s

  • Adjusting the Time Scale - 48s

  • Entering Progress - 3m 3s

  • Expected Finish: Explained - 2m 15s

  • Entering an Expected Finish Date - 1m 45s

  • Entering Activity Updates - 47s

  • Advancing the Time Now Date Overview - 1m 9s

  • Moving the Time Now Date - 47s

  • Out of Sequence Progress Overview - 54s

  • May Status Entry - 4m 3s

  • Entering an Out of Sequence Start - 5m 18s

  • Conclusion - 2m 2s 

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Baselines - Video

Duration: 22m


Learn how to perform a baseline process after creating and organizing a fully cost loaded schedule.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered: 



  • Introduction - 1m 13s

  • Before We Start - 25s

  • Creating a Baseline - 4m 25s

  • Performance Measurement Baseline (PMB) Overview - 49s

  • Creating a Performance Measurement Baseline - 1m 50s

  • Updating Baselines Overview - 1m 24s

  • Baseline Updates - 5m 39s

  • Opening Multiple Baselines - 1m 58s

  • Estimate to Complete (ETC) Baselines Overview - 1m 10s

  • Creating an ETC Baseline - 1m 11s

  • Conclusion - 1m 38s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Assigning Resources - Video

Duration: 49m


Learn how to assign the built list of resources to activities in the schedule.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 18s

  • Assigning Resources Overview - 52s

  • Adding Items to the Resources File - 3m 24s

  • Assigning Labor Resources to Activities - 5m 34s

  • Assigning Subcontractor Resources - 5m 35s

  • Assigning Materials to Activities Overview - 22s

  • Assigning Materials to Activities - 2m 6s

  • Assigning Multiple Resources Overview - 19s

  • Assigning Multiple Resources Activity - 3m 34s

  • Exploring the Views - 6m 10s

  • Using the Assignment Spreadsheet - 4m 36s

  • Resource Analysis - 8m 58s

  • Reviewing Costs - 2m 56s

  • Conclusion - 1m 31s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Critical Path - Video

Duration: 53m


Learn about the different ways to introduce relationships in order to calculate the early and late dates for the entire schedule.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 13s

  • What is Critical Path - 2m 35s

  • Relationships Overview - 2m 21s

  • Entering Relationships in Open Plan Overview - 3m 35s

  • Relationship Entry Using the Activity Details Dialog - 2m 46s

  • Using the Relationship Spreadsheet View - 2m 1s

  • Entering Relationships from an Excel Spreadsheet - 2m 32s

  • Time Analysis Overview - 6m 22s

  • Performing a Time Analysis (Forward and Backward Pass) - 2m 50s

  • Reviewing the Schedule - 10m 21s

  • Checking the High Float Score - 31s

  • Conflicting Logic Correction - 1m 40s

  • Target Dates Overview - 9m 15s

  • Setting a Target Date - 2m 29s

  • Conclusion - 1m 54s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Building the Project - Video

Duration: 44m


Learn how to assign ancillary files during the creation of a new project file, create a shell project, add activities, and organize data.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 11s

  • Creating a Shell Project - 4m 57s

  • Backing Up the Shell Project - 1m 22s

  • Adding Activities to the Project - 43s

  • Entering Activities - 4m 27s

  • Modifying the Activity Barchart View - 4m 39s

  • Loading Activities from a Spreadsheet - 2m 27s

  • Activity Types Overview - 3m 17s

  • Editing Activity Types - 3m 40s

  • Activity Steps - 5m 43s

  • User Fields - 5m 49s

  • Adding Note Categories Overview - 54s

  • Adding a New Note Category - 3m 7s

  • Conclusion - 1m 23s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Resources - Video

Duration: 37m


Learn about creating a resource file, populating it with various labor, subcontractor, material, and equipment resources, how to correctly setup different types of resources, and about the many controlling attributes they can have.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 19s

  • Resource Types - 9m 52s

  • Creating a Resource File - 5m 44s

  • Preparing the Resources Table for Input - 3m 49s

  • Resource Skills - 5m 33s

  • Resource File Properties - 3m 43s

  • Resource Availability - 3m 55s

  • Resource Cost Escalation - 1m 10s

  • Conclusion - 1m 27s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Calendars and Codes - Video

Duration: 37m


Learn about creating a project calendar that determines the working shifts for the entire schedule, and creating code files that support reporting, tracking, grouping, filtering, and sorting of schedule data.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 56s

  • Calendars Overview - 41s

  • Calendar Structure Explained - 7m 23s

  • Creating a New Calendar - 11m 40s

  • Creating a WBS Code File Overview - 5m 35s

  • Changing the Startup View - 3m 5s

  • Loading Codes from a Spreadsheet - 1m 42s

  • Creating an OBS Code File - 2m 11s

  • Creating a Cobra PMT Code - 1m 49s

  • Conclusion - 1m 10s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Charts and Views - Video

Duration: 46m


Learn about interpreting and customizing Open Plan barcharts and spreadsheet views.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 19s

  • Basic View Configuration - 6m 54s

  • Conditional Formatting - 12m 43s

  • Timescale Adjustment - 5m 11s

  • Filters - 2m 40s

  • Other Filter Expression Rules Overview - 1m 21s

  • Clearing Your Filters - 27s

  • Toggle Filter Button - 53s

  • Reapply Filter and Sort Button - 33s

  • Add to Filter Button - 2m 38s

  • Data Filters - 3m 11s

  • Managing Sorts - 1m 50s

  • Creating a New Sort - 3m 12s

  • Conclusion - 2m 13s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
Open Plan Scheduler Certification Series: Meet Deltek Open Plan - Video

Duration: 45m


Learn about Open Plan Professional, its capabilities, components, and interaction with other Deltek and non-Deltek products.


This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning.


Topics covered:



  • Introduction - 1m 37s

  • Product Overview - 2m 24s

  • Logging in to Open Plan - 45s

  • The Open Plan Explorer - 9m 5s

  • Projects - 1m 54s

  • Open Plan Library - 3m 4s

  • Briefcase, Users, and Startup - 1m 1s

  • Quick Access Toolbar - 1m

  • Contents Pane - 2m 41s

  • Opening Projects - 5m 18s

  • Lock Project - 2m 8s

  • Change Mode - 2m 27s

  • Understanding Views - 2m 49s

  • Startup Views - 2m 15s

  • Object Properties - 2m 2s

  • Conclusion - 4m 7s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
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:



  • Introduction - 1m 39s



  • P6 and Open Plan: A Brief History - 1m 41s



  • Architecture - 44s



  • Integration - 56s



  • General Comparisons - 1m 33s



  • EPS to Open Plan Explorer - 3m 51s



  • Calendars, Codes, and Resources - 2m 30s



  • Projects, Access, and Structures - 3m 5s



  • Activity Attributes - 2m 28s



  • Other Common Features - 53s



  • Layouts and Barcharts - 6m 37s



  • Resource Configuration - 3m 45s



  • Resource Assignments - 5m 19s



  • Baselines - 1m 19s



  • Features in Open Plan - 4m 17s



  • Conclusion - 3m 43s

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
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:



  • EVM Terms and Definitions – 4m read

  • EVM Threshold Requirements – 2m read

  • EVM Budget Hierarchy – 2m read


 

  • Project Manager
  • Scheduler
  • Risk Analyst
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:



  • DSN and Security Admin – 2m read

  • Explorer View and Parts – 1m read


 

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
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:



  • 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
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:



  • 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
Open Plan Project Setup - Quick Reference Guide

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 

  • Scheduler
Open Plan Product Overview: Features and Navigation - Functional Reference GuideDuration: 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
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
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
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
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
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
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
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
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
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
Open Plan Product Overview: What's New in 8.5 - Functional Reference GuideDuration: 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
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:



  • New Integration tab in the Options dialog box

  • Changing Baseline Access Rights

  • Enabling Data Filters Option in Spreadsheets

  • Editing Values in a Spreadsheet

  • Editing Predecessors and Successors in an Activity Spreadsheet cell

  • Find feature for activities in the Network view

  • MRP ETC Import

  • CAM ETC Import

  • CAM ETC Export

  • User Initiated Clearing of Data Locks

  • Switching to a different data source

  • Refreshing code data and Open Plan projects

  • Microsoft Project Server timeout

  • Primavera Connection - Number of rows per server request

  • Microsoft Edge WebView2 Control support

  • Milestones Professional 2021 support

  • Using assigned reporting calendar in the P6 Baseline import

  • Disabling Accessibility tools

  • FILTER Parameter for GLOBALBACKUP

  • System Administrator
  • Project Manager
  • Scheduler
  • Risk Analyst
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
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
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
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
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
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
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
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
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
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
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
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
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
Open Plan Project Lifecycle Management Series: Advanced Resource Management - Recorded SessionDuration: 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
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
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
Open Plan Project Lifecycle Management Series: Understanding and Using Subprojects - Recorded SessionDuration: 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
Open Plan Project Lifecycle Management Series: Risk Analysis - Recorded SessionDuration: 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
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
Open Plan System Administration Series: Administration - Recorded SessionIn 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
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
Open Plan System Administration Series: Custom Fields, Calculations and Filters - Recorded SessionDuration: 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
Open Plan System Administration Series: Custom Reporting and Utilities - Recorded SessionDuration: 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
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
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.

  • Scheduler