Description
Portfolio Management with Planisware Essentials
This three-day training is designed for professionals seeking to master project portfolio management (PPM) using Planisware Essentials. Through practical exercises and tool demonstrations, participants will learn how to structure portfolios, evaluate initiatives using strategic and financial criteria, manage cross-project resources, and monitor progress . The focus is on aligning project portfolios with organizational strategy and making informed governance decisions.
21 h / 3 Days
Certification
In person
Objectifs de la formation
-
Understand the fundamentals of project portfolio management
-
Learn to use Planisware Essentials to build and manage portfolios
-
Apply project evaluation, scoring, and prioritization techniques
-
Track resource capacity, project status, and performance
-
Build dashboards and reports to support strategic decisions
Educational objectives
At the end of the training, participants will be able to:
-
Configure and structure portfolios within Planisware Essentials
-
Use strategic and financial criteria to evaluate initiatives
-
Manage shared resource capacity and identify bottlenecks
-
Generate insightful dashboards and key performance indicators
-
Participate effectively in portfolio governance and review cycles
Who is this training course for?
-
PMOs and portfolio managers
-
Senior project/program managers
-
Business managers involved in strategic planning
-
Planisware users responsible for scheduling and reporting
Detailed program
Portfolio Management Fundamentals and Tool Overview
- Fundamentals of PPM (Project Portfolio Management)
- The role of the portfolio in strategic alignment
- Overview of Planisware Essentials: navigation and terminology
- Project development and portfolio structuring
- Selection criteria: value, risks, and feasibility
Prioritization, Planning, and Resource Management
-
Strategic prioritization of projects and initiatives
-
Capacity vs. demand analysis across the portfolio
-
Scenario simulation and what-if analysis
-
Consolidated portfolio planning
-
Hands-on workshop: resolving constrained portfolios
Monitoring, Dashboards, and Governance
-
Building and customizing dashboards and views
-
Portfolio KPIs: value delivery, costs, progress tracking
-
Portfolio lifecycle and governance processes
-
Portfolio review and rebalancing techniques
-
Final workshop: portfolio presentation and decision-making simulation
Book your seat today!
Ready to develop your project management skills? Register now for access to our high-quality training courses. Reserve your place now!
Ask for your free personalized quote!
Looking to train your team in project management? Request a customized quote now to find out how our training programs can meet your company’s unique needs. Contact us for a free quote!
