The Upland Eclipse PPM Virtual Training series offers customers the chance to become an expert in project and portfolio management using Eclipse PPM. Learn how to work quicker and more efficiently and become an Eclipse PPM champion within your organization. The training series is comprised of four separate courses, each addressing a specific function of Eclipse PPM. Register to learn how you can take advantage of Eclipse PPM to its full capability!

NEW for 2024

Brand new to our schedule this year is a course called, Mastering data-driven decision-making using Upland Analytics. You’ll learn how to create custom reports tailored to your organization's needs, combine multiple reports into a single dashboard, build capabilities to drill down into data, and more, all by using Upland Analytics.

Course List

• Resource capacity planning and portfolio dashboard analysis - Learn More
• Develop custom reports and leverage RESTful APIs - Learn More
• Project management fundamentals - Learn More
• Mastering data-driven decision-making using Upland Analytics - Learn More

Where

All classes are delivered virtually.

Resource capacity planning

Course Overview

This comprehensive course will equip you with the knowledge and practical skills you need to effectively manage resources, analyze projects across your portfolio, and maximize the value of your project investments.

Highlights

• Fundamentals of resource capacity planning

• Best practices and system configuration to support resource allocation

• Time entry, approval, and analysis

• Eclipse PPM portfolio dashboard analysis

• Hands on practical exercises

• …. and much more!

When you complete this course, you will be able to:

• Improve decision-making and planning with the resource planner and generic resources

• Master the Eclipse PPM resource management dashboard

• Generate dynamic resource management reports

• Utilize Eclipse PPM work planner to customize allocations and preview daily resource workload

• …. and much more!

Dates and Time

Monday, March 11 to Thursday, March 14, 2024 at 1:00pm ET

Duration

Two hours per day for four consecutive days (8 hours total).

Who should take this course?

This course is designed for project managers, portfolio managers, resource managers, business analysts, and specialists responsible for project and portfolio management, resource allocation, and strategic decision-making within their organizations.

Closed

Develop custom reports and leverage RESTful APIs

Course Overview

This course is designed to empower you to develop custom reports using the Microsoft Excel Add-in, the Report Template tool, as well as to leverage Upland Eclipse PPM's RESTful APIs to create, retrieve, update, and delete data efficiently.

Highlights

• Report template tool Intake functionality

• Fundamentals of RESTful APIs for data extraction and manipulation

• How to integrate data into external dashboards, analytics tools, and business intelligence platforms

• …. and much more!

When you complete this course, you will be able to:

• Apply the fundamentals of data management to the right structures and formats available in Eclipse PPM

• Set up and configure Microsoft Excel add-in

• Create custom reports

• Optimize data for advanced reporting

• …. and much more!

Dates and Time

Monday, May 13 to Thursday, May 16, 2024 at 1:00pm ET

Duration

Two hours per day for four consecutive days (8 hours total).

Who should take this course?

This course is intended for customers who want to leverage Eclipse PPM’S reporting capabilities to the fullest by creating customized reports and harnessing the power of RESTful APIs to enhance project and portfolio management processes. It's suitable for project managers, data analysts, business analysts, and others who rely on accessing information in Eclipse PPM for examining project portfolio and business performance information in more detail.

Closed

Project management fundamentals

Overview

This course will develop your mastery of project management fundamentals so you can successfully initiate, plan, execute, monitor, and close projects using Upland Eclipse PPM. Additionally, you’ll be able to leverage XML-based financial data exchange service capabilities in order to seamlessly integrate financial data into project management processes.

Highlights

• Overview of Waterfall and Kanban project management methodologies

• XML-based financial data exchange service capabilities

• Project accounting

• Project evaluation and prioritization scoring

• Risk and issue management

• ….and much more!

When you complete this course, you will be able to:

• Understand how and specifically when to apply Waterfall and agile Kanban methodologies to your projects

• Budget, track, and manage project costs, including resource allocation, financial reporting, and forecasting

• Evaluate and prioritize projects using scoring models and criteria

• Understand the importance of identifying, assessing, and mitigating project risks

• Use the data exchange service to import and/or update XML-based project financial information

• …. and much more!

Course Dates

Monday, September 9 to Thursday, September 12, 2024 at 1:00pm ET

Duration

Two hours per day for four consecutive days (8 hours total).

Who should take this course?

This course is suitable for project and portfolio management, business analysts, and other team members across various departments who want to enhance their and leverage Eclipse PPM for effective project management, resource management, and financial data integration.

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Mastering data-driven decision-making using Upland Analytics

Course Overview

This course delves deep into the advanced capabilities available in Upland Analytics, so customers gain the expertise to channel data-driven insights for project management success.

Highlights

• Monitor project performance in real-time with data in various formats using automation

• Build your own formulas or functions with advanced filters

• Acquire hands-on experience through practical exercises, case studies, and real-world scenarios

• …. and much more!

When you complete this course, you will be able to:

• Create over 17 custom reports tailored to your organization's needs allowing stakeholders to monitor project performance in real-time

• Combine multiple reports into a single dashboard for a holistic view of project, program, and portfolio performance

• Perform more thorough data analysis with your own reports and use drill down capabilities to gain deeper insights into your data

• …. and much more!

Course Dates

Monday, November 18 to Thursday, November 21, 2024 at 1:00pm ET

Duration

Two hours per day for four consecutive days (8 hours total).

Who should take this course?

This course is ideal for project managers, portfolio managers, business analysts, and customers interested in optimizing project and portfolio performance.

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Fundamentals of Project Management

What you will learn in this course

• Navigating the Project Home Page and the updated Projects Module: Project List, Project Overview, Project Edit.
• Understanding the Features and Functionalities in creating and managing projects in Upland Eclipse PPM and Upland Project Planner.
• Creating and leveraging a Project Template with Tasks in Upland Eclipse PPM.
• Establishing a Project Team in Upland Eclipse PPM.
• Completing Project Task scheduling in Upland Project Planner.
• Monitoring and viewing Project entries.
• Capturing project status information through the Project Status Report.
• Understanding the Built-In Project Status Report.
• Using Out-of-the-Box Project Management reports.
• Creating a Project Management report.

Course Date

Check back for more

Duration

2-hour classes over 4 consecutive days for a total of 8 hours

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