Skip to main content


Planview Customer Success Center

PPM Pro Training: Predictive Portfolio Analysis


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 one-day 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.


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


Planview PPM Pro Predictive Portfolio Analysis Training Class.pdf


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.

Proficient product knowledge advised.


Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

1 day


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

Class Duration: 2 Days On-site, or 4 Half-day Segments Virtual


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



*Pricing for the Public Training class is $1,000 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.