PLANISWARE ENTERPRISE CERTIFICATION 
Training Sessions & Schedules

Pre-register

 

 

Overview

The Planisware Certification Program offers a wide breadth of topics to fully enable you to manage your Planisware Enterprise implementations. Each topic is covered in one 2-hour, instructor-led, web-based session. Each session includes:

  •  A set of business-minded uses cases to put topics into real world context
  • Demonstrations of product solution for each use case
  • Considerations to advance your understanding of the topic

The purpose of these sessions are to extend your knowledge, provide best practices, and provide a deeper understanding Planisware Enterprise. They are not a step-by-step how-to guide; Planisware’s e-learning provides details of the tool. Consider that your instructors have combined over 100 years of experience implementing Planisware – it’s this hands-on knowledge that we wish to impart on you!

Each topic is denoted as Core or Advanced as a guide for you to elect which topics to attend. The Advanced topics will not be covered in the Core exam.

 

 

 

Schedule


2019 September - October cycle

All sessions will be made available to members starting September 9 on our new online training platform. Members can view sessions at any time.

The schedule consists of recommend sessions to view by week.

We will hold regular, live Q&A sessions to address specific topics and go over exercises. Each live Q&A session will be given twice:

  • GMT +1 (14:00 - 15:00 Paris time)
  • GMT -5 (1:00 - 2:00pm Eastern Time in the US)

To view the complete schedule, click on the cycle header or see below.

 

 

Training Sessions

Example training session topics are listed here. Each training session cycle has a specific curriculum (see schedule below); not all sessions listed here are in a cycle.

Click on a training session title below to view the concepts addressed and the certification level (Core or Advanced) for each training session.

Advanced level

Concepts addressed:

  • What is Activetab?
  • Profit and Loss (standard)
  • Profit and Loss (advanced)
  • Project Charter
  • Scorecard
  • Risk Assessment

Advanced level

Concepts addressed:

  • Defining Dynamic dashboard
  • Creating a basic gauge
  • Defining a PEX query in input mode
  • Creating overlay of Queries
  • Exporting Raw data
  • Displaying measure in rows
  • Using other types of measures
  • Defining hyperlinks

Core level

Concepts addressed:

  • Setting up your data model to do portfolio analysis
  • Setting portfolio managers up for success with your Planisware data
  • Project vs Portfolio data analysis (including performance considerations)
  • Scenarios vs Portfolios
  • Integrating what-if analysis

Core level

Concepts addressed:

  • Define a new Profit & Loss Model
  • Define a new equation of type Curve
  • Define a new equation of type Input
  • Define a new equation of type Formula
  • Define a new volume equation
  • Define a new pricing equation
  • Define a new time independent equation with no unit
  • Use financial function in formula equation
  • Define a new worksheet
  • Export financial values outside of Profit & Loss Page

Core level

Concepts addressed:

  • Cost unit & cost account
  • Planned expenditures
  • Planned hours
  • Convert hours into monetary unit
  • Automatic creation
  • Estimate at completion
  • Create a budget
  • Rolling baseline
  • Impacts due to schedule changes
  • Amend a budget

Core level

Concepts addressed:

  • Color rules
  • Labels management
  • Text keys management
  • Online documentation
  • E-learning
  • Hyperdoc
  • Planisware tour
  • Attribute chooser

Advanced level

Concepts addressed:

  • Alerts
  • Auto-population
  • DMR
  • Locks
  • Reverse locks
  • Sequence code generator/attribute setting
  • Attribute chooser

Advanced level

Concepts addressed:

  • Formatting cells
  • Symbolic fields (Icon)
  • Symbolic fields (Image bank)
  • Status reports
  • Scorecards
  • Indicators
  • Indicator bars

Core level

Concepts addressed:

  • User Attributes
  • Formulas
  • Possible Values
  • Relations
  • Ring Attributes
  • Attribute Settings
  • User Trace

Advanced level

Concepts addressed:

  • Use a dataset class
  • Duplicate a module
  • Deactivate pages
  • User attributes
  • DMR (Data Management Rule)
  • Easy dataset class filtering
  • Form builder: add a field
  • Form builder: remove a field
  • Form builder: hide a tab

Advanced level

Concepts addressed:

  • Gather and Organize Information
  • Work Offline from Excel and Reintegrate
  • Add Documents
  • Edit Documents
  • Share Documents (Collaboration)
  • Pre-populate Word Documents
  • Annotations
  • Search for Information in Documents
  • (Coming up) - Gsuite, MS Office 365

Advanced level

Concepts addressed:

  • File Access Rights Management
  • Environments
  • Offset Management
  • Release Management
  • Delivery
  • Naming Conventions

Advanced level

Concepts addressed:

  • Import data from .csv (or json) file
  • Add control/verifications on imported data
  • Import data using a batch
  • Import data directly from another database
  • Export data

Advanced level

Concepts addressed:

  • Planisware Architecture and Services
  • New Database Setup
  • Management of Component Sets
  • Database Dump Import
  • Manual Application Monitoring
  • Planisware Version Management
  • Log Files Archiving
  • Database Dump Export
  • Adding a New Patch
  • Planisware Version Upgrade
  • DPM File Restoration
  • Entering Planisware Server Key

Core level

Concepts addressed:

  • Data Manipulation
  • Data Relabeling
  • Relational Data Model
  • Object Type Creation
  • Breakdown Structure Activation
  • Inactivating Data
  • Business Project Status
  • Project Archiving

Core level

Concepts addressed:

  • What is PEX?
  • Table query
  • Bar query
  • Pie query
  • Bubble query
  • Creating dashboard
  • Publishing dashboard
  • Setting quick filters

Core level

Concepts addressed:

  • Setting up a project template
  • Stage & Gate
  • Activity Libraries
  • Inter-project and Synchronization Links

Core level

Concepts addressed:

  • Resource creation
  • Resource availability
  • Resource scheduling
  • Parametric estimations
  • Managing the RBS
  • Non-project work
  • Resource conflicts and bottlenecks

Advanced level

Concepts addressed:

  • When to use it?
  • Basic principles (workflow and terminology)
  • PM: send forecast
  • RM: full supply
  • RM: partial supply
  • RM: staffing scenario
  • RM: sending supply
  • PM: use supply
  • PM: request skill and/or allocation
  • RM: cannot answer the request

Core level

Concepts addressed:

  • Roadmap capabilities
  • Building a roadmap
  • Roadmap templates
  • Publishing a roadmap
  • Timeline view
  • Timeline layouts
  • Portfolio timelines

Core level

Concepts addressed:

  • Profile Management
  • Module Management
  • User Parameters
  • Groups
  • Content Management
  • Object Type Management
  • Data Integrity
  • User and Group Management

Advanced level

Concepts addressed:

  • Social Networking
  • Workbox
  • Meeting Management

Core level

Concepts addressed:

  • TimeCard Profiles
  • TimeCard Controller vs. Manager
  • Profile setting best practices
  • The Planisware TimeCard data model
  • Integrating Actual Hours
  • End of Accounting Period, Hours & Expenditure Summaries and other real world usage

Core level

Concepts addressed:

  • User table
  • DMR on creation
  • Aggregation table
  • Rate table
  • Expenditure type
  • Cost field
  • Style manager
  • Form builder
  • Report builder
  • Aggreagation table

Advanced level

Concepts addressed:

  • Project Approval Workflow
  • Budget Approval Workflow
  • Setting up HTML Template for Emails
  • Creating New Toolbars
  • Display Parameters for Toolbars
  • Settings Files and Global Settings

 

 

Video Clips

Get a glimpse of live training sessions. 

 

 

2019
September - October cycle

All training sessions listed below are available to members on our new online training platform at the start of the fall program. These are the sessions for our fall 2019 cycle.

Members can watch sessions at any time.

A Planisware expert will run regular live, Q&A sessions in which s/he will cover excerciess and answer any questions pertaining to the topics listed below.

The dates below are provided for information only. Some topics may be switch around as necessary.

Credential Level Topics Covered in Live Q&A Session Week in Cycle Date EU Time
CET / GMT +1
US Time
Eastern Time / GMT -4
Core
Core
Project Management module setup
Resource Capacity Management setup
1 12-Sep-19 14:00 - 15:00 1:00 - 2:00 pm
Core
Core
Cost Management setup
Data Model extensions
2 19-Sep-19 14:00 - 15:00 1:00 - 2:00 pm
Core
Core
The Planisware data model and data management
Security management (including Profile and User setup)
3 26-Sep-19 14:00 - 15:00 1:00 - 2:00 pm
Core
Core
Planisware Explorer (PEX) introduction
Roadmaps & Timelines
4 3-Oct-19 14:00 - 15:00 1:00 - 2:00 pm
Core
Core
Timecard
What's new in latest version (V6.3)
5 10-Oct-19 14:00 - 15:00 1:00 - 2:00 pm
Core
Advanced
Data controlling mechanisms
Planisware architecture and the System Console
6 17-Oct-19 14:00 - 15:00 1:00 - 2:00 pm
Advanced
Advanced
Data KPIs under your control
Files and datasets
7 24-Oct-19 14:00 - 15:00 1:00 - 2:00 pm
Advanced
Advanced
Dataset class, multi-tenancy and form builder
Advanced PEX features
8 31-Oct-19 14:00 - 15:00 1:00 - 2:00 pm
Advanced
Advanced
Workflow, Toolbar and other advanced controls
Setting up the Workbox
9 Thu 7-Nov-19 14:00 - 15:00 1:00 - 2:00 pm
Advanced
Advanced
Buckets & Investments module setup
Importing and Exporting data + Odata
10 Thu 14-Nov-19 14:00 - 15:00 1:00 - 2:00 pm

 

 

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