What is Academy?

 

Academy is the Planisware Enterprise official training platform where you will find our catalog of technical training courses. From understanding what a breakdown structure is and how to use it in your implementation, to learning to build advanced reporting using PEX queries and overlays, our interactive courses will help you understand the ins and outs of the system.

"

I have seen some concrete benefits from the Certification Program. I've learned a lot of new ways to utilize Planisware. Also, it proves you know the product and gives you a legitimacy amongst your colleagues and peers

"
- Senior Manager, Capability Management ,
Johnson & Johnson
"

The training sessions have definitely increased my knowledge and I put some of the helpful tips to use every day

"
- PLW System Administrator,
Pfizer

We have 3 learning plans adapted to your profile

Each of our learning plans has a dedicated learning objective and is targeted to specific learner profiles. In the table below, you'll find their content, duration, and number of courses.

To choose which learning plan fits best your need, just scroll down to see the details.

Academy details

Q&A Sessions and Dates - One Session per week every Thursday at 10AM EST

September 2023

September 14 - Data Management


September 21 - Access Rights & Profile Management


September 28 - Portfolios, Views and Styles

October 2023

October 12 - Fitting your Business Model


October 19 - Data Model


October 26 - /!\ Cancelled /!\

November 2023

November 2 - Create your own KPIs + Create your own Module


November 9 - PEX Basics


November 16 - PEX Advanced


November 30 - Modifying Popups

December 2023

December 7 - Printing Presentations & Report Builder


December 14 - IMPEX


December 21 - Collaboration


December 28 - Formulas

Is the Administrator Learning Plan right for you?

 

Starting from the Associate level (navigation, users, breakdown structures…) to the Expert level (Activetab, import/export, advanced reporting…), gradually grow your skills and earn credentials at your own pace.

  • Is your organization a Planisware Enterprise customer (whether on-premise or SaaS) or an integration partner?

  • Are you responsible for administrating or implementing/configuring Planisware Enterprise?

  • Do you want to obtain the Planisware certification?

Administrator_lp
 

If you answered "Yes" to either of these questions, then the Administrator training was designed with you in mind!

Administrator learning plan details

1 - Associate level
  • Modifying table views.
  • What is a Portfolio?
  • Access Rights & Profile management (1): users, user groups
  • Access Rights & Profile management (2): profile, proxy
  • Data model & Data management (breakdown structures, text keys).
  • Formulas (1).
  • Learn how to customize your table views (1): create/update styles.
  • Learn how to customize your table views (2): filter, convert to tab.
  • Tips & tricks on Portfolios (categories, merge, version).
2 - Contributor level
  • Formulas (2).
  • Fitting your business model (1): attribute, formula, settings.
  • Fitting your business model (2): table, relation, ring attribute and simple picklist.
  • Control mechanisms (1): alerts, locks.
  • Control mechanisms (2): user trace, DMR & attribute chooser.
  • Create your own KPIs (1): symbolic field, status report.
  • Create your own KPIs (2): indicators and indicator bars.
  • Create your own module.
  • Planisware Maintenance (1 & 2): architecture, logs, archive (DPX), patch & ajax.
3 - Specialist level
  • Formulas (3).
  • Create your project Dashboard with PEX (1).
  • Create your portfolio Dashboard with PEX (2).
  • Customize your popup (1) & (2).
  • Importing / Exporting Data via .csv
4 - Expert level
  • Advanced PEX reporting (3): filtering, overlays, measure in line.
  • Advanced PEX reporting (4): counting measures, input mode.
  • Workbox and aggregators.
  • What is Activetab?
  • Work management (post; following projects).
Certification and exam

The Administrator learning plan is the only training solution that offers a Planisware certification.

  • After completing the courses in each level (A,C,S,E), you will have access to a 30-minute multiple-choice exam.
  • If you obtain the passing score of 80%, you will be rewarded with a digital diploma and a badge which is shareable on social networks. (LinkedIn...)

Badge_associateBadge_contributorBadge_specialistBadge_expert

if you already have a Planisware portal account, you can already connect to your Planisware portal and access Academy (if you do not have user portal credentials, click here to request access).

Pre-register or request more information

 

Is the Discovery Learning Plan right for you?

Discovery_lp

    The Discovery learning plan will guide you through to the main Planisware features and the first steps of project management.

    • Are you a part of the Planisware implementation team who wants to be your team's power user?

    • Do you want to discover Planisware and start with the basics of Enterprise and project management?

    If you answered "Yes" to either of these questions, then the Discovery training was designed with you in mind!

    Discovery learning plan details

    Discovery Learning Plan
    • Global Navigation: modules & pages.
    • Modifying table views: add/sort/filter/group columns.
    • Learn how to customize your table views (1): create/update styles.
    • Learn how to customize your table views (2): filter, convert to tab.
    • What is a portfolio:  static vs dynamic portfolios
    • Portfolios tips & tricks: categories, merge, version.
    • Create Projects, templates and the WBS.
    • Use Activity libraries.
    • Project scheduling basics: building a project structure with tasks, WBS, links and calendars.

    if you already have a Planisware portal account, you can already connect to your Planisware portal and access Academy (if you do not have user portal credentials, click here to request access).

    Is the Learning Plan PEX Expert right for you?

     

    From the basics of PEX reporting (measures, queries, dashboards) to advanced features (overlays, counting measures, etc.), this learning path will teach you how to use our PEX module to build great dashboards and reporting on projects and portfolios.

    • Are you an experienced Planisware user who understands your company's datamodel?

    • Do you want to learn how to create powerful and meaningful reporting using our built-in BI tool?

    PEX_lp

     

    If you answered "Yes" to either of these questions, then the PEX Expert training was designed with you in mind!

    PEX expert learning plan details

    PEX expert Learning Plan
    • Data model & Data management (1)

    • Formulas (1)

    • Formulas (2)

    • Create your project dashboard (PEX) (1)

    • Create your portfolio dashboard (PEX) (2)

    • Advanced filters and complex queries (PEX) (3)

    • Advanced measures and input (PEX) (4)

    if you already have a Planisware portal account, you can already connect to your Planisware portal and access Academy (if you do not have user portal credentials, click here to request access).