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Planview Customer Success Center

PPM Pro Training: Managing Resources


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 one-day 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 resourceing program runs smoothly within your organization.

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


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


Planview PPM Pro Managing Resources Training Class.pdf


This course is ideal for users who will be responsible for managing teams and/or people 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


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

Class Duration: 1 Days 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.