Description

Taught via online conferencing or on-site, this course helps new users to Software Planner get acquainted with the features and how to use it on a daily basis. This class is suitable for Software Planner users.   

Topics

If taught on-site, these topics are covered in a single day.  If taught via online conferencing, these topics can be taught on different days or in a single day.

Session 1 - Using Software Planner (1 - 3 Hours)

• Getting Familiar with the User Interface
  :: Organizing your data
  :: Working with the home page
  :: Working with the listing screens
  :: Working with the edit screens
• Managing the Software Lifecycle
  :: Managing requirements
  :: Providing project management for a release or Agile sprint
  :: Managing manual test cases
  :: Managing automated test cases
  :: Managing defects
  :: Managing support tickets and the customer portal
• Empowering Collaboration between Team Members
  :: Sharing documents
  :: Holding discussion forums
  :: Managing calendars (appointments, to-do lists, etc)
• Getting the Most out of Reporting
  :: Using the dashboards
  :: Using the standard reports
  :: Using the ad-hoc summary reports
  :: Using the ad-hoc detail reports
  :: Scheduling reports to be distributed via email (Enterprise only)
• Importing and Exporting Data
  :: Importing data
  :: Exporting data

 

Session 2 - Software Planner Review (1 Hour)

This session is used to review your use of the software once you have used the software for a while.  We normally recommend that this session follows your initial setup within a few days or a few weeks.  The Pragmatic team can review how your software is being used and to make best practice recommendations for ensuring it is used in the most effective manner based on your individual needs.

Registration and Costs

If taught via online conferencing, the cost is $300.  If taught on-site, the cost is $3,000 which includes Software Planner 101, Software Planner 102 and Software Planner 103 classes at no additional cost and includes travel and lodging costs, so there are no hidden costs.  

To register for this class, contact Pragmatic Software at 303-768-7480 or 800-773-7785.