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Planview Customer Success Center

PPM Pro Training: Managing Projects


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 one-day 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.

Note, this class is combined with Managing Resources in PPM Pro when delivered as an Public Training class. 


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


Planview PPM Pro Managing Projects Training Class.pdf


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.

Foundational product knowledge advised.


Program Level

Beginner (Level 1)

Initial class taken in a broad subject area, introduces concepts

1 day


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

Class Duration: 1 Day On-site, or 2 Half-day Segments Virtual




*Pricing for the Managing Projects and Resources Public Training class is $2,000 per person. 

Register for Public Training classes here

Private on-site or virtual training is also available.

Please contact Planview Training Requests for a quote.