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Planview Customer Success Center

Portfolios Training Class: Managing Strategies and Programs

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Course Description

Managing Strategies and Programs training for Planview Portfolios is an immersive, interactive class that provides the skills needed to create, build, review, and manage a strategic plan.

This course provides mastery of the core activities required to create and review Strategic portfolios, drive missions and objectives into more detailed strategies, programs, projects, and outcomes, as well as manage and communicate based on strategic business objectives. This will allow you to determine if your organization is supporting the proper strategic and organizational goals and has the resources (human, financial, etc.) to execute them.

Planview Portfolios Managing Strategies and Programs Training Class.pdf

Learning Objectives

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

  • Master the screen layout and navigation of the Strategy Portfolio View
  • Create a new strategic program and review its details
  • Designate work or programs that are dependent on one another
  • Associate work items or outcomes to strategic programs so they are visible in your portfolio
  • Use the strategic roadmap to track and update dates, milestones, and releases for strategic programs
  • Review the actual and target baseline dates for strategic programs
  • Work with the financial plans for strategic entities and associated work/outcomes

Learning Level


Comprehensive class with a moderate amount of detailed information.

Proficient product knowledge advised.


This class is ideal for experienced Project, Program and Portfolio Managers who are responsible for long-range strategic planning on behalf of their organization or business unit. 


2 Half-day Segments Virtual


  • Strategies (Strategic Planning) Overview​
  • Strategy Portfolio View​
  • Add Strategic Programs​
  • Dependencies between Strategic Programs​
  • Associate Work or Outcomes​
  • Strategic Roadmap​
  • Strategy Baselines​
  • Strategic Financial Plans​
  • Financial Maintenance​


  • Fundamental understanding of Strategic Planning
  • Complete the Managing Work class or the equivalent knowledge 


Pricing for Public Training is $1,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!