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Planview Customer Success Center

Managing Projects and Resources in PPM Pro


Course Description

This training provides Planview PPM Pro Project and Resource Managers with the necessary instruction to work with projects and resources in PPM Pro. Attendees will be led through an overview of effectively creating and managing projects for your organization as well as how to manage your resources to efficiently run your project.

This course combines the knowledge necessary to manage discrete work initiatives in terms of schedule, effort, and cost, with the understanding to manage resources for an organization.


Learning Objectives:

  • Understand the Project and Resource Manager responsibilities
  • Effectively manage project plans, monitor project execution and closeout
  • Manage risks, issues, and changes
  • Maintain resource attribute information
  • Measure and optimize resource utilization
  • Make/approve resource assignments while resolving staffing and priority conflicts
  • Review and approve timesheets
  • Use reports for Project and Resource Managers


This class is ideal for new users of PPM Pro who will be responsible for managing projects and resources. Some example roles are:

  • Project Managers
  • Resource Managers
  • Portfolio Managers
  • Program Managers
  • PPM Pro Administrators


Program Level

Beginner (Level 1)

Initial class taken in a broad subject area, introduces concepts

2 days


  1. Create a Project

    1. Template Selection​

    2. Required Information​

    3. Details ​

    4. Scoring

    5. Approvals ​

  2. Planning the Project

    1. Adding Tasks and Milestones​
    2. Dates / Durations​

    3. Relationships​

    4. Staffing​

    5. Financial Data​

  3. Execution/Tracking the Project

    1. Reports​
    2. Associations ​

    3. Dashboards​

    4. Project Logs​

    5. Portfolios​

  4. Closing a Project

    1. Notes ​and adjustments ​
    2. Approvals ​

    3. Closure​

    4. Resources​

Class Duration: 2 Days On-site, or 4 Half-day Segments Virtual


  • Fundamental understanding of Project and Resource Management processes and methodology
  • Watch the Application Overview video



Open Enrollment training is $2,000 per person. Register for Open Enrollment classes here

Private, on-site or virtual training is also available. Please contact Planview Training Requests for a quote.