Skip to main content
Planview Customer Success Center

PPM Pro Training: Managing Resources

social-skins-v.229_linkedin-2000x500-M copy.jpg

Course Description

Managing Resources training for Planview PPM Pro is an immersive, interactive class that 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.

Planview PPM Pro Managing Resources Training Class.pdf

Learning Objectives

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

  • 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


Initial class taken in a broad subject area, introduces concepts

Foundational product knowledge advised


This course is ideal for users who will be responsible for managing teams and/or people on behalf of their organization or business unit.


2 Half-day Segments Virtual


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


  • Fundamental understanding of Project and Resource Management processes and methodology


This class is combined with the PPM Pro Managing Projects class for Public Training classes.

Pricing for Public Training is $2,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!