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Planview Customer Success Center

PPM Pro Training: Managing Projects

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OVERVIEW

Managing Projects training for Planview PPM Pro 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.

Managing Projects in Planview PPM Pro.pdf

LEARNING OBJECTIVES

At the end of this course, you will learn the following skills:

  • 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

Beginner

Aimed at individuals who have some familiarity with the subject but are still in the early stages of learning.  Participants build a strong foundation for more advanced studies.

WHO SHOULD ENROLL

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.

FORMAT

  • Two (2) half-day sessions in a virtual classroom, or one (1) full-day sessions in an onsite classroom. 
  • All instructor-led classes are delivered hands-on in a virtual training environment. 

SUMMARY AGENDA

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

REQUIREMENTS

  • Foundational level Planview platform knowledge required.
  • Fundamental understanding of Project Management processes and methodology.

COST

  • This class is combined with the Managing Resources in Planview PPM Pro class for Public Training Class delivery.
  • Pricing for Public Training is $2,000 per person. Enroll in classes here.
  • Private on-site or virtual training is available, email trainingrequests@planview.com to receive a quote.

READY TO GET STARTED

Contact us for more information!

trainingrequests@planview.com