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

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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