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PLANISWARE CERTIFICATION 
Training Sessions & Schedules

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Overview

The Planisware Certification Program offers a wide breadth of topics to fully enable you to manage your Planisware 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
  • Time to address participant questions

The purpose of these sessions are to extend your knowledge, provide best practices, and provide a deeper understanding Planisware. 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 February - April cycle

To help you fit the curriculum in your schedule, each session will be given twice:

  • GMT +1 (14:00 - 16:00 Paris time)
  • GMT -5 (1:00 - 3:00pm EST in the US)

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

 

2019 September - November cycle

The 2nd cycle of training sessions for 2019 will begin September 10, 2019.

 

 

Training Sessions

Click on a training session title below to view the concepts addressed and the certification level (Core or Advanced) for each training session. Each cycle has a specific curriculum (see schedules below); not all sessions listed below are in each cycle.

Advanced level

Concepts addressed:

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

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:

  • 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

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
February - April cycle

Sessions are recorded for those who cannot attend or wish to review it. The video will be posted to the members-only Certification MyPortal page within 3 business days of the live session.

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

Credential Level Topic Week in Cycle Date EU Time
CET / GMT +1
US Time
Eastern Time / GMT -5
Core Project Management module setup 1 5-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core Resource Capacity Management setup 1 7-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core Cost Management setup 2 12-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core Data Model extensions 2 14-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core The Planisware data model and data management 3 19-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core Security management (including Profile and User setup) 3 21-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core Planisware Explorer (PEX) introduction 4 26-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core Roadmaps & Timelines 4 28-Feb-19 14:00 - 16:00 1:00 - 3:00 pm
Core Building Profit & Loss models 5 5-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Data controlling mechanisms 5 7-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Planisware architecture and the System Console 6 12-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Data KPIs under your control 6 14-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Files and datasets 7 19-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Dataset class, multi-tenancy and form builder 7 21-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Advanced PEX features 8 26-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Workflow, Toolbar and other advanced controls 8 28-Mar-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Workbox 9 2-Apr-19 14:00 - 16:00 1:00 - 3:00 pm
Core New Features in V6.3 9 4-Apr-19 14:00 - 16:00 1:00 - 3:00 pm
Advanced Importing and Exporting data 10 9-Apr-19 14:00 - 16:00 1:00 - 3:00 pm
Core Buckets & Investments module setup 10 11-Apr-19 14:00 - 16:00 1:00 - 3:00 pm

 

 

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