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Planview Customer Success Center

PPM Pro Training: Managing Projects

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Course Description

Managing Projects training for Planview PPM Pro is an immersive, interactive class that teaches methodologies for portfolio and lifecycle management, project planning and execution, and maintain changes, risks and issues.

This course provides mastery of the core activities required to create new work and project items, manage and allocate work assignments, as well as an understanding of out-of-the-box reporting. This course a prerequisite to several courses in the PPM Pro course catalog.

Planview PPM Pro Managing Projects Training Class.pdf

Learning Objectives

At the end of this course students will learn how to:

  • Create, access, and track your Requests
  • Go through the Request gates and learn the methods of the request approval
  • Efficiently work with the Projects List page to create projects and view project details
  • Create a new project and define all the project elements, including roles, team members, tasks, budgets, etc.
  • Create and define your project schedule and learn how to plan your resources
  • Effectively manage project plans, monitor project execution and closeout
  • Manage risks, issues, and changes
  • Use reports for Project Managers

Learning Level


Initial class taken in a broad subject area, introduces concepts

Foundational product knowledge advised


This course is ideal for users who will be responsible for planning work and projects, managing schedules and assignments, and regularly run reports on behalf of their organization or business unit.


2 Half-day Segments Virtual


  • Requests Overview
  • New Requests
  • Projects Overview
  • Working with Project Lists
  • Creating a Project
  • Planning a Project
  • Managing Projects


  • Fundamental understanding of Project and Resource Management processes and methodology


This class is combined with the PPM Pro Managing Resources class for Public Training classes.

Pricing for Public Training is $2,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!