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 training 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 - November 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 weekly live review sessions to address specific topics and go over exercises. Each live review session will be given twice: GMT +1 (14:00 - 15:00 Paris time) GMT -4 (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. Activetab Advanced level Concepts addressed: What is Activetab? Profit and Loss (standard) Profit and Loss (advanced) Project Charter Scorecard Risk Assessment Advanced PEX features 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 Buckets & Investments module setup 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 Building Profit & Loss models 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 Cost Management setup 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 Custom Documentation Core level Concepts addressed: Color rules Labels management Text keys management Online documentation E-learning Hyperdoc Planisware tour Attribute chooser Data controlling mechanisms Advanced level Concepts addressed: Alerts Auto-population DMR Locks Reverse locks Sequence code generator/attribute setting Attribute chooser Data KPIs under your control Advanced level Concepts addressed: Formatting cells Symbolic fields (Icon) Symbolic fields (Image bank) Status reports Scorecards Indicators Indicator bars Data Model extensions Core level Concepts addressed: User Attributes Formulas Possible Values Relations Ring Attributes Attribute Settings User Trace Dataset class, multi-tenancy and form builder 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 Document Management 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 Files and datasets Advanced level Concepts addressed: File Access Rights Management Environments Offset Management Release Management Delivery Naming Conventions Importing and Exporting data 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 Planisware architecture and the System Console 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 The Planisware data model and data management Core level Concepts addressed: Data Manipulation Data Relabeling Relational Data Model Object Type Creation Breakdown Structure Activation Inactivating Data Business Project Status Project Archiving Planisware Explorer (PEX) introduction Core level Concepts addressed: What is PEX? Table query Bar query Pie query Bubble query Creating dashboard Publishing dashboard Setting quick filters Project Management module setup Core level Concepts addressed: Setting up a project template Stage & Gate Activity Libraries Inter-project and Synchronization Links Resource Capacity Management setup Core level Concepts addressed: Resource creation Resource availability Resource scheduling Parametric estimations Managing the RBS Non-project work Resource conflicts and bottlenecks Resource Supply/Demand Process 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 Roadmaps and Timelines Core level Concepts addressed: Roadmap capabilities Building a roadmap Roadmap templates Publishing a roadmap Timeline view Timeline layouts Portfolio timelines Security management Core level Concepts addressed: Profile Management Module Management User Parameters Groups Content Management Object Type Management Data Integrity User and Group Management Setting up the Workbox Advanced level Concepts addressed: Social Networking Workbox Meeting Management TimeCard and Actual Hours 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 What's new in latest version (V6.3) 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 Workflow, Toolbar and other advanced controls 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 - November 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 once the fall cycle begins. A Planisware expert will run weekly, live, review sessions in which s/he will cover exercises and answer any questions pertaining to the topics listed below. They are set for 1 hour but may run over. We will adjust the length of the future review sessions if needed. The dates below are provided for information only. Some topics may be switch around as necessary. Credential Level Topics Covered in Live Review 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 2 / 3-Oct-19 14:00 - 15:00 (Oct 2) 1:00 - 2:00 pm (Oct 3) 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 Return to the Planisware Certification home page. 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