Introduction to Planisware Training

Live Online & Classroom Enterprise Training

This course provides a foundational introduction to Planisware, a leading Enterprise Project Portfolio Management (EPPM) solution. Learners will gain an understanding of how Planisware supports project planning, portfolio management, resource optimization, and strategic decision-making across enterprises.

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What is Introduction to Planisware Training about?

The Introduction to Planisware course familiarizes participants with the core concepts, architecture, and business value of Planisware. It explains how organizations use Planisware to manage portfolios, align projects with strategic goals, optimize resources, and improve governance and reporting. The course serves as a starting point for professionals new to Planisware or enterprise portfolio management.

What are the objectives of Introduction to Planisware Training ?

Understand the fundamentals of Planisware and its purpose
Learn key features and core modules of Planisware
Understand basic project and portfolio management concepts in Planisware
Explore how Planisware supports business strategy and governance
Gain awareness of typical Planisware use cases across industries

Who is Introduction to Planisware Training for?

Project and Program Managers
Portfolio and PMO professionals
Business Analysts and Consultants
IT and Enterprise Application professionals
New users of Planisware solutions

What are the prerequisites for Introduction to Planisware Training?

Prerequisites:

Basic understanding of project management concepts
Familiarity with portfolio or program management (preferred)
General business process knowledge
Basic computer and web application skills
No prior Planisware experience required

Learning Path:

Introduction to Planisware (Foundation level)
Planisware Project Management Fundamentals
Planisware Portfolio and Resource Management
Planisware Configuration and Administration Basics
Advanced Planisware Reporting and Analytics

Related Courses:

Planisware Project Management Essentials
Planisware Portfolio & Resource Management
Enterprise Project Portfolio Management (EPPM) Fundamentals
PMO Tools and Best Practices

Available Training Modes

Live Online Training

4 Days

Course Outline Expand All

Expand All

Module 1: Introduction to Planisware & PPM Basics

Overview of Project Portfolio Management (PPM) and its benefits

Introduction to Planisware capabilities and modules

Understanding Planisware Cloud vs. On-Premise deployment

Module 2: Navigating the Planisware Interface

Exploring the dashboard, menus, and navigation tools

Customizing user settings and preferences

Setting up workspaces and access controls

Module 3: Project & Portfolio Creation

Defining projects, portfolios, and programs

Creating Gantt charts, timelines, and milestones

Managing dependencies and risk assessment

Module 4: Resource & Financial Management

Allocating teams, roles, and availability

Budgeting costs, forecasts, and financial tracking

Using what-if analysis for resource optimization

Module 5: Reporting & Data Visualization

Generating project status reports, KPIs, and performance metrics

Creating interactive dashboards and charts

Exporting and integrating reports with Excel and BI tools

Module 6: Advanced Features & Integrations

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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