---
title: Learning Paths
description: A step-by-step learning path for ProjectManager customers and their teams. Five levels from Jumpstart to Expert, plus Guided and Strategic Success services.
---

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3. [ProjectManager Training Academy](https://learn.projectmanager.com/customer-resources#projectmanager-training-academy)

# Learning Paths

## Five levels from first login to expert, plus Professional Services for hands-on help

![01-hero](https://learn.projectmanager.com/hs-fs/hubfs/01-hero.png?width=670&height=251&name=01-hero.png)

A free, step-by-step learning path for you and your team. Start at Jumpstart, work through five levels at your own pace, and add hands-on Professional Services when you want them.<https://learn.projectmanager.com/academy#request>

| [![button-start-with-jumpstart2](https://learn.projectmanager.com/hs-fs/hubfs/button-start-with-jumpstart2.png?width=640&height=112&name=button-start-with-jumpstart2.png)](https://learn.projectmanager.com/academy#jumpstart) | [![button-explore-professional-services2](https://learn.projectmanager.com/hs-fs/hubfs/button-explore-professional-services2.png?width=640&height=112&name=button-explore-professional-services2.png)](https://learn.projectmanager.com/academy#services) |
| --- | --- |

 

### Three ways to grow

Follow the path, bring in an expert, or work toward a badge. Do one, or all three.

**![01b-three-ways](https://learn.projectmanager.com/hs-fs/hubfs/01b-three-ways.png?width=670&height=218&name=01b-three-ways.png)**

### Which level should I start at?

Pick the line that sounds like you. Team leads: send each person to their level.

![01c-which-level](https://learn.projectmanager.com/hs-fs/hubfs/01c-which-level.png?width=670&height=271&name=01c-which-level.png)

### The Learning Path

Five levels. Go in order, or jump to the one that fits your role. **Everything here is free.**

**![02-learning-path](https://learn.projectmanager.com/hs-fs/hubfs/02-learning-path.png?width=670&height=176&name=02-learning-path.png)**

**![03-level-01-jumpstart](https://learn.projectmanager.com/hs-fs/hubfs/03-level-01-jumpstart.png?width=670&height=101&name=03-level-01-jumpstart.png)**

### 01 Jumpstart: Day-one basics

**Who it's for:** New users in their first week.

**You'll be able to:** Log in, find your way around, and build your first real project with tasks and teammates.

**Time:** About 1 hour

1. [Navigating the software](https://learn.projectmanager.com/navigate)
2. [Setting up your account](https://learn.projectmanager.com/setting-up-your-account)
3. [Customize your profile and alerts](https://learn.projectmanager.com/training-academy-account-setup)
4. Video: [My first project](https://fast.wistia.net/embed/iframe/r8dlmn0thy?autoplay=true)
5. [Intro to the project views](https://learn.projectmanager.com/training-academy-project-views)
6. Video: [Onboarding your team](https://fast.wistia.net/embed/iframe/ymavhxcv1w?autoplay=true)

**Go deeper:** [Project management basics](https://www.projectmanager.com/blog/project-management-101-quick-reference-guide) | Videos: [Templates](https://fast.wistia.net/embed/iframe/7b6vsa4edo?autoplay=true), [Import projects](https://fast.wistia.net/embed/iframe/jx1r9cs5qa?autoplay=true)

**![04-level-02-foundations](https://learn.projectmanager.com/hs-fs/hubfs/04-level-02-foundations.png?width=670&height=101&name=04-level-02-foundations.png)**

### 02 Foundations: Core skills

**Who it's for:** Anyone running projects day to day.

**You'll be able to:** Build a Gantt schedule with dependencies, work in the Kanban, List and Sheet views, and assign and track your team's tasks.

**Time:** About 2 hours

1. [Intro to our project views](https://learn.projectmanager.com/our-project-views)
2. [Gantt chart overview](https://learn.projectmanager.com/the-gantt)
3. Video: [Planning with the Gantt (Training Academy)](https://www.projectmanager.com/training-academy)
4. [Kanban board overview](https://learn.projectmanager.com/project-board)
5. [Task management overview](https://learn.projectmanager.com/task-management)
6. [How to assign tasks to your team](https://learn.projectmanager.com/how-do-i-assign-tasks-to-my-team)

**Go deeper:** [Gantt charts guide](https://www.projectmanager.com/guides/gantt-chart) | [Project plans guide](https://www.projectmanager.com/guides/project-planning) | Videos: [List view](https://fast.wistia.net/embed/iframe/7zt8uh5pzt?autoplay=true), [Sheet view](https://fast.wistia.net/embed/iframe/1q61it4mlc?autoplay=true), [Calendar view](https://fast.wistia.net/embed/iframe/ws0x3gtjnn?autoplay=true), [Risk view](https://fast.wistia.net/embed/iframe/9tjdmrjtem?autoplay=true)

**![05-level-03-optimize](https://learn.projectmanager.com/hs-fs/hubfs/05-level-03-optimize.png?width=670&height=101&name=05-level-03-optimize.png)**

### 03 Optimize: Manage people, time and reporting

**Who it's for:** People who manage team workload and report on progress, not just tasks.

**You'll be able to:** Balance your team's workload, log and approve time, and build dashboards and status reports leadership can trust.

**Time:** About 2 hours

1. [Resource management overview](https://learn.projectmanager.com/introduction-to-resource-management)
2. [Workload page](https://learn.projectmanager.com/workload)
3. [Timesheets overview](https://learn.projectmanager.com/timesheets)
4. [Project dashboard overview](https://learn.projectmanager.com/project-dashboard)
5. [Reports: status, variance and timesheet](https://learn.projectmanager.com/create-report)
6. Webinar: [Listen & Learn: Resource Management](https://fast.wistia.net/embed/iframe/ur1z4bdz63?autoplay=true)

**Go deeper:** [Resource management guide](https://www.projectmanager.com/guides/resource-management) | [Status reports guide](https://www.projectmanager.com/guides/status-report) | Video: [Cost management](https://fast.wistia.net/embed/iframe/zbdtmifwlh?autoplay=true)

**![06-level-04-advanced](https://learn.projectmanager.com/hs-fs/hubfs/06-level-04-advanced.png?width=670&height=101&name=06-level-04-advanced.png)**

### 04 Advanced: Power user and admin

**Who it's for:** Admins, PMO leads and anyone who owns many projects.

**You'll be able to:** Set up security and permissions, automate workflows, manage a portfolio, and connect ProjectManager to your other tools.

**Time:** About 3 hours

1. [Define roles, security and permissions](https://learn.projectmanager.com/roles-security-training-walkthrough) (walkthrough)
2. [Workspaces](https://learn.projectmanager.com/workspaces)
3. [Portfolio management features](https://learn.projectmanager.com/portfolio-management)
4. Video: [Workflow and automation](https://fast.wistia.net/embed/iframe/ok8b9ciiil?autoplay=true)
5. [Power BI integration](https://learn.projectmanager.com/power-bi)
6. [How to use our API](https://learn.projectmanager.com/how-to-use-our-api)

**Go deeper:** [Portfolio management guide](https://www.projectmanager.com/guides/project-portfolio-management) | [PMO guide](https://www.projectmanager.com/guides/pmo) | Webinars: [Workflows & Approvals](https://fast.wistia.net/embed/iframe/jed3retkv6?autoplay=true), [Portfolio Management](https://fast.wistia.net/embed/iframe/a6p1lc9hvw?autoplay=true) | [Developer Center](https://developer.projectmanager.com/)

**![07-level-05-expert](https://learn.projectmanager.com/hs-fs/hubfs/07-level-05-expert.png?width=670&height=101&name=07-level-05-expert.png)**

### 05 Expert: Mastery and helping others

**Who it's for:** People who know ProjectManager well and want to grow as project managers and help their team.

**You'll be able to:** Use proven project management methods beyond the software, and train new people on your team.

**Time:** Ongoing

1. [The 10 project management knowledge areas](https://www.projectmanager.com/blog/10-project-management-knowledge-areas)
2. [Leadership in project management guide](https://www.projectmanager.com/guides/leadership-in-project-management)
3. [Agile, waterfall and hybrid projects guide](https://www.projectmanager.com/guides/agile-vs-waterfall-hybrid-projects)
4. [Share this page with new hires and send them to Jumpstart](https://learn.projectmanager.com/academy#jumpstart)
5. Join a [weekly live demo](https://www.projectmanager.com/pm/weekly-demo) to pick up new features

**Go deeper:** [Six Sigma for project managers](https://www.projectmanager.com/training/six-sigma-certification) | [ProjectManager on YouTube](https://www.youtube.com/channel/UCUr0u2WqDWBdxrHnM1nRZiA)

### Professional Services for your team

The learning path is free and self-paced. If your team wants an expert partner to help them get there faster, add a paid Professional Services plan.

**![08-customer-success](https://learn.projectmanager.com/hs-fs/hubfs/08-customer-success.png?width=670&height=360&name=08-customer-success.png)**

### How it works

1. **Tell us about your team.** Fill out the short form below.
2. **We'll reach out within 1 business day** to confirm the right plan and get you set up.
3. **Start getting help.** Book your sessions, get your monthly report, or meet your Customer Success Manager.

### Which plan is right for you?

**Choose Guided Success** if you want quick expert answers when questions come up, plus a monthly check on how your team is using ProjectManager.

- Get unstuck fast with a quick call instead of searching for answers
- Learn the features your team isn’t using yet
- See your team’s progress in a monthly report
- Easy to start: one plan covers your whole account

**Choose Strategic Success** if you're rolling ProjectManager out across a larger team and want one person to plan, train and track progress with you all year.

- One Customer Success Manager who knows your account and your goals
- A rollout plan built around how your team works
- Training for new team members as you grow
- Regular check-ins to track progress and adjust

### Common questions

**Is this different from Support?**  
Yes. Our Support team can help when something isn't working. Professional Services helps your team get more out of ProjectManager through planning, training and best practices. Standard Technical Support is always included with your plan at no extra cost.

**Who can book sessions?**  
Guided Success covers your whole account. Global Admins book the sessions.

**What's in the monthly report?**  
How many people on your team are active, the features they use most, features you're paying for but not using yet, and a suggested next step from the Academy.

**How does billing work?**  
Both plans are billed yearly: $300/year for Guided Success and $2,400/year for Strategic Success. Strategic Success is included with Enterprise plans of 10+ licenses.

**[![button-get-professional-services](https://learn.projectmanager.com/hs-fs/hubfs/button-get-professional-services.png?width=434&height=76&name=button-get-professional-services.png)](https://3mzdg.share.hsforms.com/2XbW_2f-4QmKlRjfFlaFPHg)**

### Still deciding if this is right for you?

Try your first 15-min session free. We'll answer your questions and show you what expert help looks like for your team.

**[![button-book-your-free-session](https://learn.projectmanager.com/hs-fs/hubfs/button-book-your-free-session.png?width=446&height=78&name=button-book-your-free-session.png)](https://3mzdg.share.hsforms.com/2XbW_2f-4QmKlRjfFlaFPHg)**

### Certifications are coming soon!

Earn a badge that shows what you know. Pick the ones that match your role and complete them in any order.

![09-certifications2](https://learn.projectmanager.com/hs-fs/hubfs/09-certifications2.png?width=670&height=306&name=09-certifications2.png)

### Ready to get your team up to speed?

[Jumpstart is free and takes about an hour.](https://learn.projectmanager.com/academy#jumpstart)

[Share this page with your team and start today.](https://learn.projectmanager.com/academy)

- [Training walkthroughs](https://learn.projectmanager.com/training-walkthroughs#main-content)

    - [Setting Up Your Account](https://learn.projectmanager.com/training-walkthroughs#setting-up-your-account)
    - [Resource Management](https://learn.projectmanager.com/training-walkthroughs#resource-management)
    - [Team Management](https://learn.projectmanager.com/training-walkthroughs#team-management)
    - [Gantt Chart](https://learn.projectmanager.com/training-walkthroughs#gantt-chart)
    - [Dashboards](https://learn.projectmanager.com/training-walkthroughs#dashboards)
    - [Portfolio Management](https://learn.projectmanager.com/training-walkthroughs#portfolio-management)
    - [Integrations](https://learn.projectmanager.com/training-walkthroughs#integrations)
- [Getting started](https://learn.projectmanager.com/getting-started#main-content)

    - [Software Basics](https://learn.projectmanager.com/getting-started#software-basics)
    - [Account Basics](https://learn.projectmanager.com/getting-started#account-basics)
    - [Making Your First Project](https://learn.projectmanager.com/getting-started#making-your-first-project)
    - [Preferences & Notifications](https://learn.projectmanager.com/getting-started#preferences-notifications)
- [Managing projects](https://learn.projectmanager.com/managing-projects#main-content)

    - [Project Management](https://learn.projectmanager.com/managing-projects#project-management)
    - [Project Settings](https://learn.projectmanager.com/managing-projects#project-settings)
    - [Templates, Imports & Exports](https://learn.projectmanager.com/managing-projects#templates-imports-exports)
- [Project views](https://learn.projectmanager.com/project-views#main-content)

    - [Our Project Views](https://learn.projectmanager.com/project-views#our-project-views)
    - [List, Board & Calendar Views](https://learn.projectmanager.com/project-views#list-board-calendar-views)
    - [Gantt View](https://learn.projectmanager.com/project-views#gantt-view)
    - [Sheet View](https://learn.projectmanager.com/project-views#sheet-view)
    - [Risk View](https://learn.projectmanager.com/project-views#risk-view)
- [Tasks & teams](https://learn.projectmanager.com/tasks-teams#main-content)

    - [Task Management Basics](https://learn.projectmanager.com/tasks-teams#task-management-basics)
    - [Advanced Task Management](https://learn.projectmanager.com/tasks-teams#advanced-task-management)
    - [Team Organization](https://learn.projectmanager.com/tasks-teams#team-organization)
    - [Team Management](https://learn.projectmanager.com/tasks-teams#team-management)
- [Resource management](https://learn.projectmanager.com/resource-management#main-content)

    - [Resource Availability](https://learn.projectmanager.com/resource-management#resource-availability)
    - [Time Management](https://learn.projectmanager.com/resource-management#time-management)
- [Dashboards, reports & PPM](https://learn.projectmanager.com/dashboards-reports-ppm#main-content)

    - [Dashboards](https://learn.projectmanager.com/dashboards-reports-ppm#dashboards)
    - [Project Portfolio Management](https://learn.projectmanager.com/dashboards-reports-ppm#project-portfolio-management)
    - [Reports](https://learn.projectmanager.com/dashboards-reports-ppm#reports)
- [Account, security & users](https://learn.projectmanager.com/account-security-users#main-content)

    - [Account and Project Security](https://learn.projectmanager.com/account-security-users#account-and-project-security)
    - [User Management](https://learn.projectmanager.com/account-security-users#user-management)
    - [Account Management](https://learn.projectmanager.com/account-security-users#account-management)
- [Integrations](https://learn.projectmanager.com/integrations#main-content)

    - [AI](https://learn.projectmanager.com/integrations#ai)
    - [ERP / Accounting](https://learn.projectmanager.com/integrations#erp-accounting)
    - [Collaboration](https://learn.projectmanager.com/integrations#collaboration)
    - [Development](https://learn.projectmanager.com/integrations#development)
    - [Analytics](https://learn.projectmanager.com/integrations#analytics)
    - [API](https://learn.projectmanager.com/integrations#api)
- [Customer resources](https://learn.projectmanager.com/customer-resources#main-content)

    - [ProjectManager Training Academy](https://learn.projectmanager.com/customer-resources#projectmanager-training-academy)
    - [Listen & Learn Videos](https://learn.projectmanager.com/customer-resources#listen-learn-videos)
    - [Additional Languages](https://learn.projectmanager.com/customer-resources#additional-languages)
- [By industry](https://learn.projectmanager.com/by-industry#main-content)

    - [Construction](https://learn.projectmanager.com/by-industry#construction)
    - [Manufacturing](https://learn.projectmanager.com/by-industry#manufacturing)
    - [Professional Services](https://learn.projectmanager.com/by-industry#professional-services)
- [Latest releases](https://learn.projectmanager.com/latest-releases#main-content)

    - [2026 Releases](https://learn.projectmanager.com/latest-releases#2026-releases)
    - [2025 Releases](https://learn.projectmanager.com/latest-releases#2025-releases)
    - [2024 Releases](https://learn.projectmanager.com/latest-releases#2024-releases)
    - [2023 Releases](https://learn.projectmanager.com/latest-releases#2023-releases)
    - [2022 Releases](https://learn.projectmanager.com/latest-releases#2022-releases)
    - [Phased Releases](https://learn.projectmanager.com/latest-releases#phased-releases)
- [Mobile app](https://learn.projectmanager.com/mobile-app)

[![2022-PM-Logo-cropped](https://learn.projectmanager.com/hs-fs/hubfs/2022-PM-Logo-cropped.png?width=150&height=30&name=2022-PM-Logo-cropped.png "2022-PM-Logo-cropped")](https://www.projectmanager.com)

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