Smart planning and digital resource management – would you like to further develop or consolidate your skills in using Visual Planning®? If so, our basic training courses are just what you need.
All sessions take place online, and you will receive all relevant information and training materials in advance. Experienced trainers lead the training sessions. Through a wealth of information and realistic exercises, participants learn how to use Visual Planning® in depth.
The training is designed and delivered by our long-standing sales partner, AHAG-Unternehmensberatung (the course is conducted in German).
The training courses are offered as Online webinar (via Zoom). The practical sessions take place in groups of two. For the practical sessions, you will be given access to a personal Visual Planning training system. In addition, you will receive Training and practice materials in PDF format.
| 27 January 28 April 30 September | Visual Planning® Training: Fundamentals – Operational Use | This training course is aimed at anyone who regularly uses a Visual Planning® application in their day-to-day work. Further information | Go to the registration form! |
| 10–11 February 6–7 May | Visual Planning® Training: Basics of Configuration | This training course is aimed at anyone who wishes to set up or customise a Visual Planning® plan. Further information | Go to the registration form! |
| 26 February 5 November | Visual Planning® Advanced Training: Access Control | This training course is aimed at people who wish to design, set up or customise access control for a Visual Planning project. Further information | Go to the registration form! |
| 10 March 8 Dec | Visual Planning® training: Advanced training: Import/Export/Interfaces | DThis training course is aimed at people who wish to design, set up or customise data import or export for Visual Planning. Further information | Go to the registration form! |
| 17 March 22 September | Visual Planning® Advanced Training: VPGo and VPPPortal | This training course is aimed at people who wish to set up mobile or web-based planning. Further information | Go to the registration form! |
Topic sections – suitable for users of all company sizes
1. Configuration of Visual Planning®
This training course is aimed at people who wish to set up or customise a Visual Planning schedule themselves. These are typically IT staff, Visual Planning key users and those involved in Visual Planning projects.
Contents
- Basic concepts of Visual Planning
- Creation of the basic structure comprising dimensions and categories
- Mapping processes using operation hierarchies and operation creation rules
- Creating simple planning views
- Use of forms to store transaction data
- Capacity calculation based on calendars
2. Operational use of Visual Planning®
This training course is aimed at people who regularly work with a Visual Planning application in an operational capacity, such as dispatchers, team leaders or Visual Planning key users.
Contents
- Making efficient use of Visual Planning
– Bulk changes, Repeat
– Search and filter
– Links - Use of templates
- Customising views / layouts
- Creating private views and filters
- Exporting planning data to Excel
- Various printing options
3. Advanced training course on authorisation control
This training course is aimed at people who wish to design, set up or customise access control for a Visual Planning project.
Contents
- Basics of access control in Visual Planning
- Assignment of authorisation groups
- Automatic and manual creation of authorisation objects
- Filters as the basis for authorisation objects
- Dynamic permissions (own tasks / own team)
4. Advanced training course: Import/Export/Interfaces
This training course is aimed at people who wish to design, set up or customise data import or export for Visual Planning. This is necessary for all types of interfaces. Participants are typically IT staff, Visual Planning key users and those involved in Visual Planning projects.
Contents
- Basics of interfaces in Visual Planning
- Setting up import/export definitions and using them
- Automation of imports/exports as an interface, monitoring
- URL-triggered execution of imports/exports for live integration
- Linking exports to imports for internal VP automation
- Integration of SQL procedures for customising planning data
5. Advanced training course on VP Go and VP Portal
This training course is aimed at people who wish to set up Visual Planning on mobile devices or via the web. The VPPortal and VPGo modules enable planning via a browser or smartphone. These modules can be used to extend a wide variety of planning processes.
Contents
- Request workflows, such as holiday requests, can be processed directly from the app
- Information from the planning process
- Create reports, such as those detailing hours worked or status updates
The following topics are covered in the training course:
- Technical requirements
- Technical requirements
- Configuration of the VPPortal / VPGo models (views) and their intended uses
- Configuration of various resource/task editors
- Use of various operation hierarchies
- Access authorisation
- Possible solutions offered by the modules based on various example scenarios