Description

Introduction

Project Portfolio Management (PPM) is a structured approach that helps organizations plan, prioritize, execute, and monitor projects while aligning them with strategic business goals. In addition, Planisware is a leading Project Portfolio Management platform that centralizes project planning, portfolio management, resource allocation, financial tracking, scheduling, and reporting in a single environment. Furthermore, it enables organizations to improve collaboration, streamline workflows, and increase visibility across projects and portfolios. As a result, teams can make informed decisions, optimize resources, and improve project outcomes. Moreover, Planisware supports governance, risk management, performance monitoring, and business alignment throughout the project lifecycle. Therefore, it is widely used by enterprises to manage complex projects and achieve strategic objectives efficiently.

Learner Prerequisites

• Basic understanding of project management concepts
• Familiarity with project lifecycle phases
• Basic knowledge of project scheduling
• Understanding of business processes
• Basic computer and web application navigation skills

Training Table of Contents

Foundation Modules

1. Introduction to Project Portfolio Management (PPM)
1.1 Understanding Project Portfolio Management
1.2 Importance of PPM in Organizations
1.3 PPM Lifecycle and Key Processes
1.4 Portfolio, Program, and Project Relationships
1.5 Business Value of PPM

2. Introduction to Planisware
2.1 Overview of the Planisware Platform
2.2 Core Features and Capabilities
2.3 Planisware Architecture Overview
2.4 User Roles and Responsibilities
2.5 Navigation and User Interface

3. Planisware Environment Setup
3.1 Accessing the Application
3.2 User Profiles and Permissions
3.3 Dashboard Overview
3.4 Workspace Navigation
3.5 Personal Settings

4. Project Lifecycle Management
4.1 Creating Projects
4.2 Project Templates
4.3 Project Phases and Milestones
4.4 Project Status Management
4.5 Project Closure

5. Portfolio Management Fundamentals
5.1 Portfolio Structure
5.2 Strategic Alignment
5.3 Portfolio Prioritization
5.4 Portfolio Health Monitoring
5.5 Portfolio Performance

6. Resource Management
6.1 Resource Types
6.2 Resource Allocation
6.3 Capacity Planning
6.4 Workload Management
6.5 Resource Utilization

Core Planisware Modules

7. Project Planning and Scheduling
7.1 Work Breakdown Structure (WBS)
7.2 Task Creation
7.3 Task Dependencies
7.4 Milestones and Timelines
7.5 Gantt Charts

8. Financial and Budget Management
8.1 Budget Planning
8.2 Cost Estimation
8.3 Budget Tracking
8.4 Financial Monitoring
8.5 Cost Reporting

9. Risk, Issue, and Change Management
9.1 Risk Management
9.2 Issue Tracking
9.3 Change Requests
9.4 Impact Assessment
9.5 Mitigation Planning

10. Reporting and Dashboards
10.1 Standard Reports
10.2 Dashboard Components
10.3 KPIs and Metrics
10.4 Portfolio Reporting
10.5 Executive Dashboards

11. Workflow and Process Management
11.1 Workflow Concepts
11.2 Approval Processes
11.3 Task Assignments
11.4 Notifications
11.5 Process Automation

12. Collaboration Features
12.1 Team Collaboration
12.2 Document Management
12.3 Comments and Discussions
12.4 Activity Tracking
12.5 Collaboration Best Practices

Advanced Planisware Modules

13. Data Management
13.1 Project Data Management
13.2 Data Validation
13.3 Import and Export
13.4 Data Consistency
13.5 Information Governance

14. Monitoring Project Performance
14.1 Progress Tracking
14.2 Schedule Performance
14.3 Resource Performance
14.4 Budget Performance
14.5 Portfolio Reviews

15. Governance and Compliance
15.1 Governance Framework
15.2 Stage Gate Reviews
15.3 Compliance Standards
15.4 Audit Readiness
15.5 Decision-Making Processes

16. Planisware Administration Overview
16.1 User Administration
16.2 Access Control
16.3 System Configuration
16.4 Security Overview
16.5 Maintenance Activities

17. Integration Overview
17.1 Enterprise Integrations
17.2 Data Exchange
17.3 Integration Architecture
17.4 API Overview
17.5 Integration Scenarios

18. Best Practices for Project Portfolio Management
18.1 Portfolio Planning Best Practices
18.2 Resource Optimization
18.3 Project Governance Best Practices
18.4 Reporting Best Practices
18.5 Continuous Improvement

Conclusion

This Introduction to Project Portfolio Management (PPM) with Planisware training provides a strong foundation in portfolio management concepts and Planisware functionality. Additionally, learners will understand project planning, resource management, budgeting, reporting, governance, and collaboration features. Furthermore, they will gain practical knowledge of managing projects and portfolios within the Planisware platform. Consequently, participants will be better prepared to support organizational project management initiatives. Finally, they will be able to apply Project Portfolio Management best practices confidently and contribute to successful project delivery in real-world business environments.