Helix Plan Setup and Rollout

Duration: Full Day

Hit the ground running with Helix Plan (formerly Hansoft). Take advantage of Perforce setup and rollout services to optimize Helix Plan for your needs, environments, and daily workflows.

We’ll get to know your team and environment, then configure Helix Plan so you can do what you do best.

Helix Plan Fundamentals

For: Beginners

Duration: Half Day

Learn the Helix Plan basics with a walkthrough covering core features. To maximize time and relevancy, we often divide this training by user role: team members (1 hour), project managers and Scrum Masters (1.5 hours), product owners (1.5 hours).

Course Agenda

  • Planning View
  • Product Backlogs
  • Quality Assurance
  • Reports
  • Dashboards

Training for Trainers

For: Power Users (15 Attendees Max)

Duration: Two Days

Make sure you can scale up with Helix Plan by giving up to 15 team members the skills to train other users. Attendees will gain a deep understanding of Helix Plan and its underlying principles, as well as learn hands-on tips and tricks with common use cases. They’ll leave with a formal Helix Plan Trainer Certification document and the ability to train others confidently.

Course Agenda

  • Scrum Overview
  • Administration
  • Product Backlogs
  • Sprints
  • Quality Assurance
  • Gantt Features
  • Reports
  • Dashboards
  • Tips & Tricks

Custom Training

Looking for something more tailored? Let’s design a package that fits your needs.