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PLAN-IT | PROJECT
OnDemand Training

Our team is excited to offer free, self-paced training options to our PLAN-IT | Project users! In these quick tutorials, we will cover the basic functionality of our application and take a closer look at some of our most popular features.

At the end of the training sessions, users will have a basic understanding of:

  • Navigating the application,
  • Searching the catalog and using resources,
  • Creating and using templates,
  • Building a project,
  • Managing Favorites,
  • Updating and maintaining equipment lists,
  • Reporting,
  • Maintaining the project budget,
  • User management,
  • Procurement, and more!

For more in-depth, instructor-led training options contact [email protected] for a quote!

Upcoming Schedule
Revalize University Course Catalog
Product: PLAN-IT Project
Introduction to Plan-It & Basic Navigation
Topics include:

  • Login Page
  • Preferred Browsers
  • Mobile Capabilities
  • Resource Center
  • Access to Multiple Organizations
  • User Profile
Searching the Catalog
Topics include:

  • Catalog Navigation and Search
  • Add/Manage Product Favorites
  • Add/Manage Org Scope Pricing
  • Product Details Page
  • Review Product Resources (e.g Specification Sheets, Cad Revit Files, etc.)
  • Category, Subcategory, and Supplier Searching
Search & Manage Suppliers

Topics include:

  • Search and Add Suppliers
  • Supplier Detail Page
  • Org Scope Locations and Contacts
  • Supplier Favorites
  • Supplier-Specific Products
  • Company Acquisition Search
User Management

Topics include:

  • Add New Users (Enterprise Customers)
  • Manage User Account Details
  • User Permissions
  • Manage Project Access
  • Manage Project Permissions
Create a Project

Topics include:

  • Creating New Projects
  • Clone Projects
  • Project Details
  • Manage Project Team
  • Project Settings
Manage a Project

Topics include:

  • Navigate Projects and Project Icons
  • Edit and Manage Project Details
  • Manage Buildings, Levels, Departments, Rooms, and Items
  • Manage Project Teams
  • Add/Manage Favorite Projects
Templates

Topics include:

  • Template Hierarchy
  • Edit a Template
  • Create a Level, Department, or Room from a Template
  • Add an Item from a Template
Room Management

Topics include:

  • Add/Manage Project Rooms
  • Room Templates
  • Create Room Bundles
  • Room Tags
  • Add/Manage Items in Rooms
Add and Manage Items

Topics include:

  • Add Project Items from Catalog
  • Add Project Items from Templates
  • Edit Item Details
  • Substituting Items
  • Item Menu and Icons
Options and Accessories

Topics include:

  • Defining Options and Accessories
  • Adding and Editing Product Options
  • Adding and Managing Accessories
  • Adding and Managing Options and Accessories in Projects
Copy to Destination

Topics include:

  • Copy within a project
  • Copy between projects
  • Copy to multiple destinations
  • Keep or reset data upon a copy
Custom Fields, Products, and Suppliers

Topics include:

  • Create Org-Scope Custom Fields
  • Create Project-Scope Custom Fields
  • Add Custom Products
  • Create and Manage Suppliers
  • View Custom Fields in Projects
Project Budget

Topics include:

  • Budget Overview
  • Total Approved Budget
  • Unassigned Budget
  • Create and Manage Custom Budgets
  • Manage Additions and Deductions
  • Assigning Budgets
  • Points in Time
Project History

Topics include:

  • View Project History
  • Filters
  • Enabling Change Notes
  • Item History
  • History Exports
Reporting

Topics include:

  • Aggregated Reporting
  • Quick Reports
  • Table Exports
  • Report Exports Menu
  • Generate and Configure Reports
  • Past Reports
  • Shared Reports
Approval Groups and Workflows

Topics include:

  • Creating and Managing Approval Groups
  • Defining Request and Requisition Workflows
  • Assigning Workflows
  • Reporting Workflow Activities
Procurement
Topics include:

  • Customize Procurement Settings and Defaults
  • Create a Requisition
  • Associate Items to a Requisition
  • Manage Item and Requisition Details
  • Generate Procurement Reports

Manage Organization Contracts

Topics include:
  • Create and Manage Organization Contracts
  • Define Contract Scope
  • Edit/Bulk Edit Contract Details
  • Publish/Draft
  • Import Org-Scope Contracts
  • View Organization Contracts in Catalog
  • Contract Icons

GPO Contracts

Topics include:
  • Create and Manage Group Purchasing Organization (GPO) Contracts
  • Organization-Scope GPO Elections
  • Project-Scope GPO Elections
  • GPO Election Approvals
  • View GPO Contract in Catalog
  • Contract Compliance Dashboard

Join us for live sessions with a Revalize trainer!

Our team has live, virtually-led training available for purchase. For more information, or to register, please contact us at [email protected] and we can guide you through the best training options for you and your team.

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Our Offices

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United States
[email protected]
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Kao Hockham Building
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United Kingdom
PROCAD GmbH & Co. KG
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Germany
[email protected]
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