Fundamentals of Upland PSA is an 8-hour course that will help users familiarize themselves with Upland PSA (formerly Tenrox), and how it can be used to assist them in their day to day business practices. The aim is to equip the user with the understanding and know-how to efficiently navigate the application and use each of the functional modules. The course employs a practical strategy to tackle key concepts in Upland PSA, including actual professional services business scenarios.

Upland PSA Fundamentals follows an active learning methodology by carrying out hands on exercises that encourage the participant’s understanding of Upland PSA. This course will be given using a combination of lecture, demonstration and exercises.

What

Where

All classes are delivered online

Fundamentals of Upland Analytics

What you will learn in this course

• Navigating around Upland Analytics.
• Understanding the Features and Functionalities.
• Designing Tabular and Pivot Reports and Charts using the available fields as well as custom fields.
• Creating Dashboards and Drilldowns.
• Using the report settings to further customize the report, such as column configuration, data sorting and chart coloring.
• Configuring options including report scheduling, permissions, and on-page filters.

Course Dates

Monday, June 7 - Thursday, June 10, 2021

Monday, July 19 - Thursday, July 22, 2021

Tuesday, September 7 - Friday, September 10, 2021

Duration

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

Fundamentals of OBS & WBS

What you will learn in this course

• Navigating around the areas of OBS, WBS and the Workflow pages.
• Reviewing the elements making up the fundamentals of OBS and WBS.
• Going through the process of managing, and creation, where required, of OBS and WBS items.
• Understanding the Workflows and how they drive the processes of entries managed in PSA.

Course Dates

Monday, October 18 - Thursday, October 21, 2021

Duration

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

Fundamentals of Timesheets & Expenses + Billing

What you will learn in this course

• Navigating the Timesheet Manager, Expense Report Manager, and Leave Request Manager pages in the platform, as well as Time and Expense Managers in Mobile.
• Reviewing of the entry process for end users through the application and mobile.
• Going through the process of managing these entries via application and mobile.
• Understanding the options in setting the properties of the entry interface and the approval process.
• Understanding Invoicing is directly affected by these entries.
• Using Out-of-the-Box Timesheet, Expense and Leave Time reports.
• Creating a Timesheet, Expense and/or Leave Time report.

Course Dates

Monday, December 6 - Thursday, December 9, 2021

Duration

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

Fundamentals of Resource Management

What you will learn in this course

• Navigating the Work Plan, which is the Resource Management platform, available across the various modules in Upland PSA.
• Understanding the Roles and Skills components that support the Resource Management module
• Understanding the Features and Functionalities in creating and managing Resource Bookings and Allocations in Upland PSA and Upland Project Planner.
• Creating and leveraging a Project Template with a Work Plan in Upland PSA.
• Completing Project and resource planning in Upland Project Planner.
• Monitoring and managing availability of resources.
• Assigning resources to a project by finding best matches.
• Shifting and expanding/shrinking resource allocations.
• Using Out-of-the-Box Resource Management reports.
• Creating a Resource Management report.

Course Date

Check back for more

Duration

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

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 PSA and Upland Project Planner.
• Creating and leveraging a Project Template with Tasks in Upland PSA.
• Establishing a Project Team in Upland PSA.
• 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

Monday, June 14 - Thursday, June 17, 2021

Duration

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