Description

Introduction:

Planisware Enterprise is a leading Project Portfolio Management (PPM) platform that enables organizations to plan, manage, and monitor projects, portfolios, resources, budgets, and strategic initiatives from a centralized environment. It provides an intuitive user interface, configurable dashboards, workflow automation, reporting capabilities, and collaboration tools to support efficient project execution. Additionally, Planisware helps organizations improve resource utilization, increase project visibility, and make informed business decisions through real-time insights. It is widely used across industries such as Pharmaceuticals, Manufacturing, Aerospace, Automotive, IT, Engineering, and Energy.

Learner Prerequisites:

Participants should have basic computer skills and familiarity with web-based applications. A general understanding of project management concepts, project life cycle, and business processes is recommended. Additionally, familiarity with Microsoft Excel and enterprise applications will be beneficial. However, prior experience with Planisware Enterprise is not required, making this course suitable for new users.

Table of Contents

1. Introduction to Planisware Enterprise

1.1 Overview of Planisware Enterprise
1.2 Introduction to Project Portfolio Management (PPM)
1.3 Key Features and Business Benefits
1.4 Planisware Modules Overview
1.5 Common Use Cases Across Industries

2. Getting Started with Planisware

2.1 Accessing the Planisware Application
2.2 Logging In and Authentication Methods
2.3 Understanding the Landing Page
2.4 User Profiles and Preferences
2.5 Changing Passwords and Personal Settings

3. Planisware User Interface

3.1 Home Page Overview
3.2 Navigation Menu and Toolbar
3.3 Dashboards and Widgets
3.4 Navigation Pane and Quick Access Options
3.5 Search and Filter Functions

4. Navigation Essentials

4.1 Browsing Projects and Portfolios
4.2 Using Menus, Tabs, and Workspaces
4.3 Breadcrumb Navigation
4.4 Favorites and Recently Accessed Items
4.5 Keyboard Shortcuts and Navigation Tips

5. Working with Projects

5.1 Opening and Viewing Projects
5.2 Understanding Project Information Pages
5.3 Viewing Tasks and Milestones
5.4 Navigating Work Breakdown Structure (WBS)
5.5 Viewing Project Timelines and Gantt Charts

6. Resource and Team Navigation

6.1 Accessing Resource Information
6.2 Viewing Resource Assignments
6.3 Resource Calendars and Availability
6.4 Team Member Information
6.5 Resource Search and Filters

7. Portfolio Navigation

7.1 Accessing Portfolio Views
7.2 Understanding Portfolio Hierarchies
7.3 Portfolio Dashboards
7.4 Portfolio KPIs and Metrics
7.5 Portfolio Navigation Best Practices

8. Dashboards and Reporting

8.1 Dashboard Navigation
8.2 Standard Reports Overview
8.3 Viewing Charts and KPIs
8.4 Applying Filters and Sorting Data
8.5 Exporting Reports

9. Collaboration Features

9.1 Notifications and Alerts
9.2 Activity Tracking
9.3 Document Access and Attachments
9.4 Team Collaboration Features
9.5 Communication Tools

10. Searching and Finding Information

10.1 Global Search Functionality
10.2 Advanced Search Options
10.3 Filtering Records
10.4 Saved Searches
10.5 Search Best Practices

11. Personalization and Workspace Management

11.1 Customizing Dashboards
11.2 Managing Favorites
11.3 Configuring Personal Preferences
11.4 Workspace Layout Customization
11.5 User Productivity Tips

12. Security and User Access

12.1 User Roles and Permissions
12.2 Access Levels and Restrictions
12.3 Security Best Practices
12.4 Data Privacy Guidelines
12.5 User Responsibilities

13. Productivity Features

13.1 Shortcuts and Quick Actions
13.2 Notifications Management
13.3 Calendar Integration
13.4 Task Lists and Work Queues
13.5 Time-Saving Navigation Techniques

14. Common User Activities

14.1 Viewing Project Status
14.2 Updating Personal Information
14.3 Accessing Assigned Tasks
14.4 Reviewing Project Documents
14.5 Tracking Recent Activities

15. Troubleshooting and User Best Practices

15.1 Common Navigation Issues
15.2 Resolving Login Problems
15.3 Browser Compatibility Guidelines
15.4 Improving Navigation Efficiency
15.5 User Best Practices for Daily Operations

Conclusion

This training provides a comprehensive introduction to Planisware Navigation and User Essentials, enabling participants to confidently navigate the application, access project and portfolio information, customize their workspace, use dashboards and reports, and collaborate effectively with project teams. Additionally, learners will understand user roles, security practices, and productivity features. As a result, they will be able to use Planisware Enterprise efficiently in their day-to-day project management activities.