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Planview Customer Success Center

Portfolios Training: Managing Strategies and Programs


Course Description

Managing Strategies and Programs training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that provides the skills needed to create, build, review, and manage a strategic plan.

This one-day course provides mastery of the core activities required to create and review Strategic portfolios, drive missions and objectives into more detailed strategies, programs, projects, and outcomes, as well as manage and communicate based on strategic business objectives. This will allow you to determine if your organization is supporting the proper strategic and organizational goals and has the resources (human, financial, etc.) to execute them.


Learning Objectives

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

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


Planview Enterprise One Managing Strategies and Programs Training Class.pdf


This class is ideal for experienced Project, Program and Portfolio Managers who are responsible for long-range strategic 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​
  • Strategies (Strategic Planning) Overview​
  • Strategy Portfolio View​
  • Add Strategic Programs​
  • Dependencies between Strategic Programs​
  • Associate Work or Outcomes​
  • Strategic Roadmap​
  • Strategy Baselines​
  • Strategic Financial Plans​
  • Financial Maintenance​

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




*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.