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Planview Customer Success Center

PPM Pro Training: Managing Resources

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OVERVIEW

Managing Resources training for Planview PPM Pro teaches how to manage resources for an organization, fill resourcing requests and balance workloads.

This course provides the skills needed to review incoming resource requests and match with the appropriate person or team, plan for future staffing needs based on projected work, and regularly run reports on behalf of an organization or business unit. This ensures your resourcing program runs smoothly within your organization.

Managing Resources in Planview PPM Pro.pdf

LEARNING OBJECTIVES

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

  • Understand the Resource Manager responsibilities.
  • 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 Resource 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 managing teams and/or people 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

  • Resources Overview
  • Resource Workbench
  • Capacity and Demand
  • Timesheet Approvals Overview
  • Centralized Staffing

REQUIREMENTS

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

COST

  • This class is combined with the Managing Projects in Planivew 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