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Introduction to Planisware Training

Live Online & Classroom Enterprise Training

Planisware is a project and portfolio management (PPM) software that helps organizations plan, track, and optimize projects. It supports resource management, financial tracking, and decision-making for efficient project execution.

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What is Introduction to Planisware Training about?

This course provides a comprehensive introduction to Planisware, a leading Project Portfolio Management (PPM) tool used by enterprises for strategic planning, resource management, and project execution. Participants will learn how to navigate the Planisware interface, create and manage projects, allocate resources, track budgets, and generate reports to support data-driven decision-making. 

What are the objectives of Introduction to Planisware Training ?

  • Understand Planisware’s role in Project Portfolio Management (PPM)
  • Navigate the Planisware user interface and key features
  • Create, manage, and track projects and portfolios
  • Allocate and optimize resources and budgets
  • Generate real-time reports and dashboards for performance monitoring
  • Integrate Planisware with other enterprise tools (SAP, Jira, Excel, etc.)
  • Implement best practices for portfolio planning and risk management 

Who is Introduction to Planisware Training for?

  • Project Managers & PMO Teams – Managing multiple projects and optimizing resources
  • Portfolio Managers & Business Leaders – Aligning strategy with project execution
  • IT & Engineering Teams – Tracking development projects and technology roadmaps
  • Financial Analysts – Budgeting, cost tracking, and forecasting
  • R&D Teams – Managing innovation and product development pipelines 

What are the prerequisites for Introduction to Planisware Training?

  • Basic understanding of project management concepts
  • Familiarity with Gantt charts, resource allocation, and financial tracking is helpful
  • No prior experience with Planisware required

Available Training Modes

Live Online Training

4 Days

Self-Paced Training

40 Hours

Course Outline Expand All

Expand All

  • Overview of Project Portfolio Management (PPM) and its benefits
  • Introduction to Planisware capabilities and modules
  • Understanding Planisware Cloud vs. On-Premise deployment
  • Exploring the dashboard, menus, and navigation tools
  • Customizing user settings and preferences
  • Setting up workspaces and access controls
  • Defining projects, portfolios, and programs
  • Creating Gantt charts, timelines, and milestones
  • Managing dependencies and risk assessment
  • Allocating teams, roles, and availability
  • Budgeting costs, forecasts, and financial tracking
  • Using what-if analysis for resource optimization
  • Generating project status reports, KPIs, and performance metrics
  • Creating interactive dashboards and charts
  • Exporting and integrating reports with Excel and BI tools
  • Integrating Planisware with Jira, SAP, and other enterprise tools
  • Automating workflows and notifications
  • Customizing Planisware for industry-specific use cases

Who is the instructor for this training?

The trainer for this Introduction to Planisware Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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