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Planview Customer Success Center

Portfolios Training: Managing Outcomes


Course Description

Managing Outcomes training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that provides the knowledge necessary to define products, plan products, manage product development, and monitor the product roadmap.

This one-day course provides mastery of the core activities required to create and review portfolios of products (design, engineering, and manufacturing) and other outcomes (market research, competitive analysis, brand management, and other commercial considerations), associate outcomes to existing work or strategic programs, and monitor outcomes performance through analytics. This will allow you to provide a comprehensive view of the long-term product planning needs of an organization in order to increase time to market.


Learning Objectives

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

  • Master the screen layout and navigation of the Outcome Portfolio View
  • Create a new outcome and review its details
  • Designate outcomes that are dependent on one another
  • Associate work items or strategic programs to outcomes so they are visible in your portfolio
  • Use the outcome roadmap to track and update dates, milestones, and releases for outcomes
  • Review the actual and target baseline dates for outcomes
  • Work with the financial plans for outcomes


Planview Enterprise One Managing Outcomes Training Class.pdf


This class is ideal for experienced Project and Product Managers who are responsible for long-range product 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


  • Introduction​
  • Outcomes Overview​
  • Outcome Portfolio View​
  • Add Outcomes​
  • Dependencies between Outcomes​
  • Associate Work or Strategic Programs​
  • Outcome Roadmap​
  • Outcome Baselines​
  • Outcome Financial Plans​
  • Financial Maintenance​

Class Duration: 1 Day On-site, 2 Half-day Segments Virtual (plus 1 day of preparation for the trainer)


  • Fundamental understanding of Product Management methodologies
  • Complete the Outcome Management online course
  • Complete the Managing Work 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 available.

Please contact Planview Training Requests for a quote.