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Planview Customer Success Center

PPM Pro Training: Predictive Portfolio Analysis

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Course Description

Predictive Portfolio Analysis training for Planview PPM pro is an immersive, interactive class that provides an in-depth look at creating and managing financial and capacity planning scenarios.

This course provides the skills necessary to create portfolio scenarios for analyzing and identifying the most efficient and cost-effective project mix, plan and replan your portfolio quickly, encourage informed planning decisions with capacity in mind, and share graphic visualizations with various stakeholders. This allows you to make better decisions on which program and project investments to approve based on financial and capacity targets.

Planview PPM Pro Predictive Portfolio Analysis Training Class.pdf

Learning Objectives

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

  • View, edit and delete existing scenarios
  • Identify optimization field(s) required to create a scenario
  • Create a scenario and configure its information
  • Access and analyze the scenario outputs
  • Initiate a comparison between two selected scenarios

Learning Level


Comprehensive class with a moderate amount of detailed information

Proficient product knowledge advised


This class is ideal for experienced Project, Financial and Portfolio Managers who are responsible for long-range financial and resourcing planning on behalf of their organization or business unit.


2 Half-day Segments Virtual


  • Working with Scenarios List Page
  • Optimization Settings
  • Create a Scenario
  • Understanding Scenario Output
  • Comparing Scenarios


  • Fundamental understanding of Financial and Capacity Management planning
  • Complete the Managing Projects class or the equivalent knowledge 


Pricing for Public Training is $1,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!