PLANISWARE ENTERPRISE
Certification Program

Training Courses & Schedules

 

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

All training course sessions listed below are available to members on our online training platform at the start of the program. Members can view the courses at any time.

A Planisware expert runs weekly, live, Q&A sessions in which s/he covers exercises and answer any questions pertaining to the topics listed below. They are set for 1 hour but may run over. Each live review session will be given twice:
 - 15:00 - 16:00 CET // 9:00 - 10:00am ET (US)
 - 22:00 - 23:00 CET // 4:00 - 5:00pm ET (US)

 

2020-2021 Sessions

Below is the session schedule for the remainder of 2020 and into the beginning of 2021. The dates below are provided for information only. Some topics may be switched around as necessary.

 

Date Time Live Q&A Session Topic
September 10 15:00 CET // 9am ET
22:00 CET // 4pm ET
Portfolio Filters & Styles
September 17 15:00 CET // 9am ET
22:00 CET // 4pm ET
Data Model Extension
September 24 15:00 CET // 9am ET
22:00 CET // 4pm ET
Scheduling
October 1 15:00 CET // 9am ET
22:00 CET // 4pm ET
Data Management
October 8 15:00 CET // 9am ET
22:00 CET // 4pm ET
Kanban
October 15 15:00 CET // 9am ET
22:00 CET // 4pm ET
Security Management & User Profiles
October 22 15:00 CET // 9am ET
22:00 CET // 4pm ET
Document Management
November 5 15:00 CET // 9am ET
22:00 CET // 4pm ET
Data Control Mechanisms
November 12 15:00 CET // 9am ET
22:00 CET // 4pm ET
Stage-Gate
November 19 15:00 CET // 9am ET
22:00 CET // 4pm ET
Cost Management
December 3 15:00 CET // 9am ET
22:00 CET // 4pm ET
Resource Management
December 10 15:00 CET // 9am ET
22:00 CET // 4pm ET
TimeCard
December 17 15:00 CET // 9am ET
22:00 CET // 4pm ET
Roadmaps & Timelines
January 7 15:00 CET // 9am ET
22:00 CET // 4pm ET
PEX
January 14 15:00 CET // 9am ET
22:00 CET // 4pm ET
Buckets & Investments
January 21 15:00 CET // 9am ET
22:00 CET // 4pm ET
Dataset Class & Form Builder
January 28 15:00 CET // 9am ET
22:00 CET // 4pm ET
Workflows, Toolbars and Others

 

Video Clips

Get a glimpse of live training sessions. 

 

Training Courses

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

Click on a training course session title below to view the concepts addressed.

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

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

Concepts addressed:

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

Concepts addressed:

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

Concepts addressed:

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

Concepts addressed:

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

Concepts addressed:

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

Concepts addressed:

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

Concepts addressed:

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

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

Concepts addressed:

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

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

Concepts addressed:

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

Concepts addressed:

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

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

Concepts addressed:

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

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

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

Concepts addressed:

  • Social Networking
  • Workbox
  • Meeting Management

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

 

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