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Planview Customer Success Center

Portfolios Training: Microsoft Project Add-In


Course Description

Microsoft Project Add-In training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that provides an overview and introduction to Microsoft Project and how it integrates with PRM.

This one-day course provides skills needed to open and edit files in Microsoft Project, understand field mappings and business rules to move data between Planview Enterprise One and Microsoft Project, and view timesheet data or actual work after the progressing engine runs. 


Learning Objectives

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

  • Move data between Planview Enterprise One and Microsoft Project
  • Update project data (for existing Planview Projects) in Microsoft Project and save that data to Planview Enterprise One
  • Add resources (Requirements, Reserves, and Allocations) in Microsoft Project and save that data to Planview Enterprise One
  • Understand tasks a Project Manager should do following progression
  • View actuals (timesheet data) in Microsoft Project
  • Understand best practices for using the Microsoft Project Add-In 


Planview Enterprise One Microsoft Project Add-In Training Class.pdf


This course is ideal for experienced Project Managers who will use Microsoft Project in conjunction with PRM to edit, update, or building out more plan detail.

Proficient product knowledge advised.


Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

1/2 day


  • Overview and Best Practices
  • Open and Edit a File in Microsoft Project
  • Use the Microsoft Project Add-In to Add Resources
  • Post-Progressing Checklist
  • View Timesheet Data or Actual Work after the Progressing Engine Runs
  • Use Microsoft Project for Entering Status with Percent Complete Tasks
  • Import a Microsoft Project File into PRM

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



Private on-site or virtual training is available.

Please contact Planview Training Requests for a quote.