PPM Pro Training: Predictive Portfolio Analysis

OVERVIEW

Predictive Portfolio Analysis training for Planview PPM pro 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.

Predictive Portfolio Analysis in Planview PPM Pro.pdf

LEARNING OBJECTIVES

At the end of this course, you will learn the following skills:

• 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

Intermediate 

Intended for learners who have mastered the basics and are ready to delve deeper into the subject. It explores more complex concepts, techniques, and applications, allowing participants to enhance their knowledge and practical skills.

WHO SHOULD ENROLL

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.

FORMAT

• Two (2) half-day sessions in a virtual classroom, or one (1) full-day sessions in an onsite classroom. 
• All instructor-led classes are delivered hands-on in a virtual training environment.

SUMMARY AGENDA

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

REQUIREMENTS

• Beginner level Planview platform knowledge required.
• Fundamental understanding of Financial and Capacity Management planning.
• Complete the Managing Projects in Planview PPM Pro class or the equivalent knowledge.

COST

• Private on-site or virtual training is available, email trainingrequests@planview.com to receive a quote.