End User & Administrator Training BootCamp

September 2025 Connect & Learn

LOCATION

Remote

DATE

September 9th, 10th & 11th 2025

Join Us for Our OnePlan Virtual Boot Camp

We cordially invite you to join us for a 3-day comprehensive, hands-on, and interactive virtual training course

September 9th	OnePlan Deep Dive for End Users Boot Camp, This 1-day virtual course, from 9:00 AM to 5:00 PM (ET), is tailored for OnePlan end users who will be actively involved in creating, tracking, and managing projects and resources. Participants will have the chance to share best practices and engage with peers from various organizations at different stages of their OnePlan implementation journey.
September 10th - 11th	OnePlan Administrator Boot Camp Join us for this 2-day comprehensive virtual boot camp, from 9:00 AM to 5:00 PM (ET) each day (your local time), where we will explore: All major aspects of the OnePlan Administrator console, front-end user setup options, and the setup wizard. How these settings support standardization and best practices across portfolios, programs, and projects. Utilizing OnePlan to facilitate multiple project management methodologies, including predictive, agile, and hybrid approaches.
Like our in-person events, this boot camp offers opportunities to connect with OnePlan and OneConnect experts, as well as other customers and partners, and gain hands-on experience. You'll have the chance to earn PMI Professional Development Units (PDUs) and a certified digital end user credential.

Register now to learn how to implement, expand, and scale the use of OnePlan within your organization.

Date(s)	Boot Camp	Early Bird Price (USD) Registrations received before August 5	Standard Price (USD) Registrations received after August 5
September 9	OnePlan End User Only	$149.00	$199.00
September 10–11	OnePlan Administrator Only	$299.00	$499.00
September 9–11	Bundle (End User & Admin)	$399.00	$599.00
Note: Advantage Customers attend FREE.

End User and Admin Boot Camp

September 2025

PART 1

Welcome, Introductions & Course Overview

PART 2

OnePlan Portfolios Basics

Introduction to OnePlan Portfolios and their importance
Overview of available portfolios and basic navigation
Ideation Portfolio: Create, vote, and convert ideas
Strategy Portfolio: Track objectives and key results
Project Portfolio: Align and prioritize projects with business goals

PART 3

OnePlan Project Portfolio – Deep Dive

PART 4

OnePlan Work Plan Basics

PART 5

Plan the Work - Creating Basic Schedules

PART 6

Plan the Work – Advanced Topics

PART 7

Work the Plan: Tracking & Communicating Project Performance

PART 1

Welcome, Introductions & Course Overview

PART 2

OnePlan General Setup

Introducing OnePlan
Setup Wizard
Date & Time Formats
Calendar Settings
Currency Settings
Scheduled Functions
Insights
Global Notifications
Add & Manage Apps

PART 3

Configuring OnePlan Plan Types & Plan Hierarchies

PART 4

Portfolio Plans

PART 5

Creating & Editing OnePlan Fields

PART 6

OnePlan Work Module Settings

Cost Types
Cost Categories
Labor Costs
Fields
Exchange Rates
Custom Fields
Calendars
Advanced Settings
Work Types
Work Type Forms
Baselines
Task Notifications
Kanban Board
My Work

PART 7

Resource Management

PART 8

User Management

PART 9

Financial Management

PART 10

Reporting, Dashboards & Advanced Settings

Groups
Calculations
Format rules
Backup/Restore
Auditing
Connected Systems Overview
Status Reports
Power BI
Dashboards within OnePlan

PART 11

Integrations

Frequently Asked Questions

Do I have to attend all 3 days?

It is recommended to attend all three days. See the prerequisite learning options above.

Does this training count towards PMI Professional Development Units (PDUs)?

Yes, you can receive up to 24 PDUs for successful completion of these sessions.

How do I pay for the bootcamp?

The registration fee will be directly invoiced to your company with a cc to you. Please ensure the invoice is processed promptly to secure your spot.

Can I get a refund if I change my mind about attending?

Cancellation Deadline: Participants must request cancellation by August 31 to receive a full refund.
Late Cancellation: Cancellations made between September 1 and September 9 will be subject to a 50% cancellation fee.
No-Show Policy: If a participant fails to attend without prior notice, no refund will be issued.
Substitution: Participants can substitute another person at no additional cost until September 9.
Force Majeure: In case of unforeseen circumstances (e.g., natural disasters, travel restrictions), the training may be rescheduled or converted to a virtual format.

Will a recording of the training be available?

These live instructor-led boot camps will not be recorded; however, we are offering recorded Admin Training Webinars that will be shared for later viewing. OnePlan Academy Webinar Sessions

If I can't make it this time, will there be other training opportunities in future?

Yes, we will certainly host future training opportunities in early 2026.

Who should attend the OnePlan Academy Boot Camps?

We recommend that Project, Program, and Portfolio Managers, as well as OnePlan Administrators, attend the Boot Camps to enhance their skills.

Can I attend the OnePlan 2025 Fall Virtual Boot Camp virtually?

Yes, all sessions are virtual for this Boot Camp.

Which platform will be used to conduct these virtual Boot Camp sessions?

We will utilize Microsoft Teams to conduct all virtual Boot Camp sessions. Please ensure you have access to Microsoft Teams and are familiar with its basic functionalities prior to the start of the boot camp.

Why is OnePlan only offering the September 2025 Boot Camp virtually?

We are pleased to offer the September 2025 OnePlan Virtual Boot Camp to maximize accessibility and convenience for our customers worldwide. A virtual format alleviates travel costs and time constraints and broadens our audience reach, ensuring more participants can benefit while maintaining flexibility.

What is the schedule, start/end time, and duration for each Boot Camp?

The September 9th End User Boot Camp is a 1-day session (up to 8 hours), while the
September 10-11 Administrator Boot Camp spans 2 full days. The time is from 9 am – 5 pm
EDT, and sessions include scheduled breaks and lunch.

Is there any prerequisite training recommended before attending the Boot Camps?

Yes, we recommend participants complete the following OnePlan Academy foundational core training pathways before attending the Boot Camps:

End User Boot Camp:
- Team Member Training Pathway
- Plan Manager Basics Training Pathway
- Plan Manager Scheduling Basics Training Pathway
Administrator Boot Camp:
- Team Member Training Pathway
- Plan Manager Basics Training Pathway
- Plan Manager Scheduling Basics Training Pathway
- Application Administrator Core Training Pathway

These courses provide essential background knowledge and skills that will enhance your learning experience during our Boot Camps. Access to these resources is available through our OnePlan Academy portal.

Will these live sessions be recorded and available after the Boot Camp?

No, these live sessions are not recorded.

Will we do hands-on exercises?

Yes, even though our Boot Camps will be delivered virtually, the format and exercises are designed for hands-on practice.

Will digital badges be awarded?

Yes, digital badges will be awarded to attendees who complete the Boot Camps based on specific criteria.

Do the Boot Camps count towards PMI Professional Development Units (PDUs)?

Yes, up to 24 PDUs may be earned for successful completion. Details on how to claim the PDU’s will be provided at the end of each Boot Camp.

Will there be time for Q&A?

Yes, participants will have the opportunity to ask questions about the content during the Boot Camps.

What is the cost per person to attend the OnePlan 2025 Fall Virtual Boot Camps?

Date(s)	Boot Camp	Early Bird Price (USD) Registrations received before August 5	Standard Price (USD) Registrations received after August 5
September 9	OnePlan End User Only	$149.00	$199.00
September 10-11	OnePlan Administrator Only	$299.00	$499.00
September 9-11	Bundle (End User & Admin)	$399.00	$599.00
Note: Advantage Customers attend FREE.

Can I get a refund if I change my mind about attending?

Cancellation Deadlines:

Full Refund if cancellation request is received by August 31.
Late Cancellation: From September 1 to September 9, a 50% fee is incurred.
No-Show Policy: No refund for no-shows without notice.
Substitution: Substitute another person at no cost until September 9.
Force Majeure: The event may be rescheduled due to unforeseen circumstances.

Join us for End User and Administrator Boot Camp in Atlanta!

Travel & Logistics Information

Encore Georgia Tech at 1115 Howell Mill Rd NW, Suite 400 Atlanta, GA 30318 is a 25minute/13miles drive from the Hartsfield-Jackson Atlanta International Airport (ATL).

Suggested Stays

Bellyard Conveniently connected to Encore Georgia Tech

Sonesta Select 6 min drive from Encore

Embassy Suites 5 min drive from Encore

Parking option at Encore