Skip to content

Relativity Project Management Specialist Study Plan

Study path to be used to prepare for the Project Management Specialist exam.

Cancel Apply

rate limit

Code not recognized.

The purpose of this study plan is to provide guidance on how to most efficiently review all information covered on the Project Management Specialist exam. Use the following documentation links and on-demand training courses concurrently with the Project Management Specialist Study Resources. Completing every item on this list is not indicative of your exam performance.

You can register for the Project Management Specialist exam on the Certification Tracker of the Relativity Community.

Project Management Specialist Documentation: Week 1
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Workspace Foundations: Using Templates
This video covers the benefits of using the workspace templates provided in Relativity and describes the options you have when using templates.
7 min
Video Review Administrator Matter & Workspace Management Intermediate

Show Overview

Project Management Specialist Documentation: Week 2
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Collect Foundations: Setting Up, Running, Monitoring, & Reporting
Get started with Relativity Collect from start to finish including demonstrations in Relativity.
46 min
Beginner Administrator Self-paced course Reviewer Collection Data Ingestion & Management

Show Overview

Collect Foundations: Running a Collection
Create and run a Collect job.
11 min
Video Beginner Administrator Collection Data Ingestion & Management

Show Overview

Collect Foundations: Slack Enterprise Data Sources
In this video, we demonstrate how to connect Slack Enterprise with Collect in order to enable Slack data collection in RelativityOne.
4 min
Video Administrator Intermediate Collection Processing Data Ingestion & Management

Show Overview

Project Management Specialist Documentation: Week 3
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Import/Export Introduction
This course provides an introduction to the hybrid delivery method of the Data Loading and Productions course as well as the Import/Export application.
00:06
Self-paced course RelativityOne Only Data Ingestion & Management

Show Overview

Import/Export Foundations: Loading Structured Data
This course covers the process of loading structured data into Relativity using Import/Export.
00:21
RelativityOne Only Data Ingestion & Management

Show Overview

Import/Export Foundations: Processing, Importing, Exporting
In this video we show you some of the functionality and features of the Import/Export application including how to process data in, import a load file, export a production set and we also take a look at the Express Transfer application.
6 min
Video Administrator RelativityOne Only Intermediate Preservation Collection Processing Data Ingestion & Management

Show Overview

Import/Export Foundations: Exporting Data
This course covers the process of exporting data out of Relativity using Import/Export.
00:08
RelativityOne Only Data Ingestion & Management

Show Overview

Project Management Specialist Documentation: Week 4
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Processing Foundations: Running a Job
In this video, we discuss how to process data into Relativity, including creating a processing set, selecting data sources, and discovering and publishing files into Relativity.
6 min
Video Beginner Administrator Preservation Collection Processing Data Ingestion & Management

Show Overview

Processing Foundations: Setup, Workflows, Publishing, & Error Resolution
Get going with processing from initial setup to workflows and resolving errors.
151 min
Beginner Administrator Self-paced course Reviewer Collection Data Ingestion & Management

Show Overview

Project Management Specialist Documentation: Week 5
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Case Dynamics Foundations: Getting Started
Get started with Case Dynamics by creating items and building offline reports.
45 min
Beginner Review Self-paced course Reviewer

Show Overview

Case Management Foundations: Using Transcripts
In this video you will learn how to use the Transcripts application
16 min
Video Beginner Review Reviewer

Show Overview

Project Management Specialist Documentation: Week 6
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Review Optimization Foundations: Searching and Visualizing Data
In this course, you’ll learn how to search through data to find what matters.
53 min
Beginner Administrator Self-paced course Search & Visualization Student/Professor

Show Overview

Searching & Visualizations Foundations: Selecting and Using Search Features
Searching and visualization features are introduced and demoed in this self-paced course.
60 min
Beginner Review Self-paced course Reviewer Search & Visualization

Show Overview

Searching Foundations: Construction of Regular Expressions
In this tutorial, construct simple regular expressions for common search requests: numbers!
Review Administrator Reviewer Intermediate Tutorial

Show Overview

Project Management Specialist Documentation: Weeks 7 - 8
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Review Foundations: Key Functionality for Document Review
This is a recorded version of the Relativity Reviewer Webinar which is a reviewer orientation containing 6 lessons.
65 min
Beginner Review Reviewer Recorded Webinar

Show Overview

Case Administration Foundations: Configuring Fields and Coding Layouts
In this course, you’ll learn how to capture data in Relativity using fields and layouts.
22 min
Beginner Administrator Matter & Workspace Management Self-paced course

Show Overview

Review Foundations: First Pass Document Review
In this course, you’ll learn how to complete a first pass document review in Relativity.
42 min
Beginner Review Self-paced course Reviewer

Show Overview

Review Foundations: Second Pass Document Review
In this course, you’ll learn how to complete a second pass document review in Relativity.
41 min
Beginner Review Self-paced course Reviewer Student/Professor

Show Overview

Automated Workflows Foundations: Benefits, Configuration, and Demo
Discover key features of Automated Workflows.
36 min
Beginner Review Administrator Matter & Workspace Management Self-paced course Reviewer RelativityOne Only

Show Overview

Redact Foundations: Automated Redaction Projects
Learn about Redact features and functionality for RealtivityOne.
Beginner Self-paced course Reviewer RelativityOne Only Production

Show Overview

Project Management Specialist Documentation: Week 9
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Review Center Foundations: Key Functionality & Workflows
Review Center benefits, queue management, and use in recommended scenarios.
Beginner Review Self-paced course Reviewer RelativityOne Only

Show Overview

Review Optimization Foundations: Automating the Review Process
In this course, you’ll learn how to streamline review-related tasks such as assigning reviewers sets of documents and refreshing operations when new documents are added to the workspace.
24 min
Beginner Administrator Matter & Workspace Management Self-paced course

Show Overview

Structured Analytics Foundations: Name Normalization
Get started with name normalization in this self-paced course.
15 min
Beginner Review Administrator Self-paced course Reviewer

Show Overview

Structured Analytics Foundations: Email Threading
Reduce the time and complexity of reviewing emails with email threading.
20 min
Beginner Review Administrator Self-paced course Reviewer Student/Professor

Show Overview

Project Management Specialist Documentation: Week 10
Access the documentation resources associated with the topics.
Certification Learning Path

Show Overview

Production Foundations: Preparing Documents
In this video, we discuss how to prepare reviewed documents for production, including branding and OCR.
9 min
Administrator Self-paced course Intermediate Production

Show Overview

Production Foundations: Basic production workflow
This course covers the process of producing data, including running OCR.

Show Overview

Project Management Specialist Documentation: Week 11
Final review before the exam.
Certification Learning Path

Show Overview

Project Management Specialist exam: Week 12
Review the Certification FAQ and schedule your exam.
Certification Learning Path

Show Overview