Fundamentals of Upland Analytics for PSS Virtual Training

PowerSteering Fundamentals is an 8-hour course that will help users familiarize themselves with Upland Analytics for PowerSteering, 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 report builder. The course employs a practical strategy to tackle key concepts in Upland Analytics, including actual professional services business scenarios.

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

What

• Fundamentals of Upland Analytics | November 2020 - Register Now

Where

All classes are delivered online

Pricing

$1600

Download the Course Data Sheet

Fundamentals of Upland Analytics | April 2020

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.

Duration

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

Course Date

Tuesday, April 14 – Friday, April 17, 2020

Register Now

Fundamentals of Upland Analytics | September 2020

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 Date

Monday, September 21 – Thursday, September 24, 2020

Duration

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

Fundamentals of Upland Analytics | November 2020

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 Date

Monday, November 9 - Thursday, November 12, 2020

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 and Upland Project Planner.
  • Creating and leveraging a Project Template with Tasks in .
  • Establishing a Project Team in .
  • 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, December 7- Thursday, December 10, 2020

Duration

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

Register Now!

Fundamentals of Resource Management: Register Here!

Fundamentals of Time and Expense: Register Here!

Boot Camp Attendee options:

  • The Boot Camp is broken into 2 components, with 3 different options…
    • Administration Training
    • Project Management Training (Resource Managers may also be interested in attending this portion)
  • Attendees have the following 3 registration options
    • Full Boot Camp – 4 days – Monday, February 12 – Thursday, February 15, 2018
    • Project Management Training (Including Dashboards & Reporting) – 3 days (Days 2, 3 & 4) – Tuesday, February 13 - Thursday, February 15, 2018
    • Administration Training (Including Dashboards & Reporting) – 2 days (Days 1 & 2) – Monday, February 12 - Tuesday, February 13, 2018

Boot Camp Pricing

Early Bird Promotion – Book by December 31st

Boot Camp Pricing Options

*All prices are subject to applicable taxes

When Registering Please Note:

When completing the registration form please select the appropriate registration type and fee based on your billing location. U.S. clients should select from the USD pricing options. Canadian clients should select from CAD pricing options. Billing will be confirmed based on your company billing address. CAD clients will be billed at CAD pricing rates and U.S. clients will be billed at U.S. pricing rates.

Important Pricing Notes:

  • Coffee, tea, water, lunch, and snacks will be provided each day during the Boot Camp!
  • Your hotel lodging is NOT included as part of the Boot Camp. The Boot Camp prerequisites documents contains information about hotels that are close by.
       

 

 

 

  
 
 

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