2019 Training Program
Session & Forum Schedule

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End User


The 12 training sessions in 2019's End User Training Program focus on end user adoption and are all live, online and instructor-led sessions. They focus on real-life scenarios and demos. See schedule below for dates. There is also a section with training session descriptions.

  • Organizations receive 5 un-named seats with their 2019 subscription.
  • Seats must be assigned 1 week before each session (individuals need to register online using their company subscription code, given to the company contact).
  • Sessions are focused on real life scenarios and give tips and tricks on how to navigate the system.
  • Each session includes live Q&A, take-home exercises, and access to a training sandbox.
  • Letter of Completion for individuals are available by request. To be eligible, the individual must attend live training and complete all exercises.
  • Recordings are made available after the session.
  • Sessions will be help during weekdays and work hours.
  • Individuals: price is $150 per session, due beforehand.






Members-only 1-hour Q&A forums are offered each quarter to get your specific questions answered in-depth.

  • Organizations receive 5 un-named seats per forum with their 2019 subscription.
  • Seats must be assigned at least 1 week before each forum (individuals need to register online using their company subscription code, given to the company contact).
  • Participants may submit questions and topics ahead of time.
  • Topics may include additional capabilities, deeper dives, new features, and more.
  • An agenda of selected topics will be posted prior to the forum session.
  • 2019 forums will be held in March, June, September, December. Specific dates are listed below.




2019 Training Session Schedule

All sessions begin at 10am Pacific Time / 1pm Eastern Time.
See "Training Sessions" section below for session descriptions.
To register: check our events page for upcoming open sessions and more info; register here. Registration for sessions will open on an on-going basis, so check back later if a session you want to attend is not open yet.


January 11
1 hour

Portfolio Optimization
Tips and Techniques
Learn more about the Buckets & investments module.


February 8
2 hours

Resource Management
Learn the essential components of successful Resource Management within Planisware.


March 8
2 hours

Kanban boards
To-do lists and configuration logs


March 29
1 hour

Q&A Forum


April 12
2 hours

Roadmaps & Timelines


May 10
1 hour

User Interface
Tips and Techniques


June 14
2 hours

Stage & Gate


June 28
1 hour

Q&A Forum


July 11
1 hour

Tips and Techniques


August 8
2 hours

Document Management and Collaboration


September 13
1 hour

Tips and Techniques


September 27
1 hour

Q&A Forum


October 11
1.5 hours



November 8
1 hour

Creating Portfolio Filters
Tips and Techniques


December 12 & 13
2 hours each session

Project Scheduling


December 20
1 hour

Q&A Forum - program discussion





Note: The dates and topics below may change without notice. Please refer to this page for the most up-to-date information.

An email will be sent to all registrants before each session to confirm registration.




Training Sessions

Click on a training session title below to view a description for each training session. Some session descriptions include links to a brochure.

All sessions are designed for end users of Planisware who want to solidify and increase their knowledge related to the given topic.

Tips and Techniques, 1 hour

Course objectives:

  • Understand capabilities and benefits of the Buckets & investments module
  • Learn how to build and fine tune portfolio scenarios
  • Be more comfortable with features enabling scenarios comparison

The Bucket & investments module is a powerful module, allowing managers to select a set of projects based on financial and resourcing targets broken down according to strategic buckets.

This training will offer the opportunity to learn how to leverage features to effectively create and optimize scenarios within Planisware in order to improve project selection. It will also show how to access the right tools to compare scenarios efficiently in Planisware.

Portfolio Optimization brochure

2 hours

Course objectives:

  • Create and manage your Resource Breakdown Structure
  • Prioritize projects using capacity planning
  • Accurately staff projects with available resources

Join us for this session to learn about the three essential components of successful Resource Management with Planisware: capacity planning, resource forecasting, and advanced resource allocation.

You will learn how to leverage Planisware built-in capabilities to create and manage your organization's resources, assign them to tasks in your plan, automate forecast, seamlessly supply resources to meet project's demand and identify bottlenecks and conflicts at a glance.

2 hours


Do you want higher visibility managing the progress of tasks? Do you want to incorporate tools and techniques from Agile into your project management methods?

Join us for this session and learn how to build and manage Kanban boards in Planisware. You’ll see how to build a backlog of requirements, create your team, and manage your team’s work in progress. With Kanbans, you’ll be able to track what tasks that are outstanding, in progress, and completed in real time.

2 hours


This session is designed to introduce the concepts of Roadmaps & Timelines and show you how they can be configured with the different Planisware modules, including Roadmaps, Programs and Products. We will start this session by creating a high-level corporate roadmap to help your company define their long-term strategic goals. Once the global roadmaps are established, we will build more specific technology roadmaps using roadmap layouts. We will end this session by going over a few tips & tricks to build top-of-the-line, dynamic portfolio timelines.

Tips and Techniques, 1 hour

This session will help you truly master the navigation of Planisware's menus, modules and pages. Learn more about what different icons mean and where to find some common settings. After this course you should be able to move through Planisware effortlessly with a better understanding of where to click on for streamlined navigation.

2 hours


Discover how to standardize and automate your product development processes using Planisware’s Stage & Gate framework.

This training will cover how to leverage Stage & Gate models within Planisware to make key decisions on whether to continue, delay, or kill a project and how to track the progress of the project’s deliverables. You will also learn how to track project performance through Planisware’s integration of baselining and versioning with the Stage & Gate model.

Tips and Techniques, 1 hour

Course objectives:

  • Understand capabilities and benefits of Presentations functionality
  • Know when and how to effectively use Presentations
  • Be more comfortable with creating and updating Presentations

The Presentations functionality is a powerful feature that allows users to quickly create ad hoc presentations of one or multiple projects using key views within the tool as slides. The presentation can then be used to send a quick email with the presentation to a colleague, or it could be used as the starting point for a larger conversation with management to make a critical decision.

This course is intended to provide end users with the knowledge to build, update, present, and share their presentations so conversations can be more meaningful, and decisions can be made quicker.

Download the brochure.

2 hours

Course objectives:

  • Understand capabilities and benefits of Document Management and Collaboration in Planisware
  • Create a centralized view to prioritize assigned works and tasks
  • Leverage and utilize the features to empower the user base and promote collaboration within the tool

Document management and collaboration is utilized by every company but often spread across multiple systems and individual file systems. Planisware offers a centralized framework to facilitate collaboration and make it easier to reference and track over the course of the project, all in one place.

A general overview of the topics will be covered, focusing on key functionalities that utilize collaboration features to the fullest, and showcase the power of managing documents within the Planisware system. Users will be provided with the knowledge to access the right tools to collaborate efficiently with colleagues and streamline processes.

Download the brochure.

Tips and Techniques, 1 hour

Course objectives:

  • Know why “Styles” are so useful and when you can use them
  • Become comfortable creating, updating, sharing, and applying styles
  • Learn the advanced options, like shortcuts and filters

As an end user, you can adjust virtually any table view in Planisware to display the data you want to see – and hide what you don’t. Styles give you the power to save all the different sets of adjusted table views that you’ll want to reach for on a regular basis. This applies to tables of any type of data you can think of, from projects, to activities, to resources, and more.

Join this session to gain the know-how you’ll need to build your own working views and reports of whatever data you want, whenever you want it. By understanding the ins and outs of Styles, participants will increase productivity and improve their personal experience in the system.

Building upon the concepts and features available for manipulating tables (sorting, filtering, grouping, etc.), this training covers tips and tricks to improve usage. As Style management is a core feature available throughout Planisware, this course is intended to enhance your efficiency through quicker, easier, day-to-day navigation and usage.

Download the brochure.

2 hours

Course objectives:

  • Learn the distinction between projects and programs to better leverage out of the box tools
  • Understand Roadmaps (from a program management viewpoint)
  • Learn how to leverage program level Profit & Loss

The Programs Module allows managers to provide a macro level view of related projects, from multiple perspectives.

This training will cover how to best utilize programs to communicate data using visual timelines and consolidated financials from a range of existing projects. The session will also review concepts you may already be familiar with (such as Planisware's risk management, document management, scorecards, and collaboration) within a program management context to help you get the most out of the module and deliver better visibility into your organizational direction.

Tips and Techniques, 1 hour

Course objectives:

  • Understand capabilities and benefits of the Portfolios functionality
  • Understand basic and advanced options when creating and managing Portfolios
  • Be more comfortable with creating and updating Portfolios

Although creating portfolios may seem like a piece of cake, there are a lot of variables that are often overlooked. Improperly created portfolios can have an impact on data quality, as well as system performance. Creating the correct portfolio goes a long way in getting the right information you need and as quickly as possible.

Tips and tricks to effectively utilize portfolios to their fullest will be covered throughout the session. The course is intended to provide the knowledge to create, manage and share the most efficient and precise portfolios within their systems.

Download the brochure.

4 hours

Course objectives:

  • Understand how the Planisware scheduling engine works
  • Understand scheduling capabilities and options
  • Be more comfortable scheduling within the system

Instruction for this course focuses on techniques to assist in navigation, scheduling, and adjusting tables and views.

An understanding of your company’s own processes is highly recommended and some experience with Planisware or other Gantt-based scheduling tools is a plus.

Download the brochure.



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