Planisware trainings

Who is the course aimed at?

• Project stakeholders who are new to using Planisware (project managers, project team members in charge of management, planning, follow-up, etc.)
• Future users of Planisware software
• People with beginner experience using Planisware (project managers, contractors, project owners, PMOs, portfolio and programme managers, heads of service, and anyone who needs to organize planning).

Objectives of the course

• Understand the Planisware mindset
• Navigate the interface, use the different interfaces and reports
• Create, organize and cost a project
• Adopt different profiles to determine the project management process in Planisware

Training program

1 Introduction

• Overview of Planisware Processes – What does “Processes” mean?
• General functioning
• Key concepts of project management

2 Getting started

• Overview of the user interface

3 Project organization

• Creation of project
• Definition of project structure
• Definition of dependencies
• Estimation of timetable

4 Cost Management

• Concept
• Estimation of workload – allocation of resources
• Estimation of costs – expenditure and projected revenues
• Budgeting

5 Resource management

• Principle
• Workload vs. resource capacities

6 Time management

• Recording of time and resources involved
• Recording of time spent in Timecard module
• Reporting on resources

7 Project monitoring

• Basic concepts
• Progress

Who is the course aimed at?

• People with some experience of using Planisware
• People seeking to improve their skills in using the application. Note that it is essential to have a good understanding of project planning basics.
• Project team members in charge of managing, planning and monitoring.

Objectives of the course

• Revise all project planning basics
• Find out about advanced functions and learn how to use them
• Learn more about using basic functions
• Put into practice by using the tool
• Receive an introduction to architecture and environment data management

Training program

1 Reminder of the basics

2 Advanced activity planning

• Critical path
• Postpone / interrupt/ re-estimate durations
• Gap analysis – references & versions
• Phases & hammock tasks
• Notion of inter-project links & synchronization

3 Advanced cost planning

• Budget reference
• Projected vs. actual analysis
• New estimation of what remains to be done
• Cost analysis: performance indicators

4 Advanced Resource Planning

• Different ways to create and visualize resource workload
• Planning by competency
• Standard resource demand process
• Resource overload dispute resolution

5 Project management with the Stage & Gate process

• Principle
• Preparation of data to use in Stage & Gate
• Planning based on the Stage & Gate process

6 Work package management

• Concept of delegation
• Splitting projects into work packages
• Access and management of work packages

7 Environment

• Data model
• Data repositories
• Data exploitation (formatting, sharing and exchanging)
• Formulas (syntax, operators)

Who is the course aimed at?

• People with some experience of using Planisware
• People seeking to understand or improve the handling of cost in the tool. Note that it is essential to have a good understanding of project planning basics.
• Project team members in charge of managing, planning and monitoring.
• Financial controllers who need to track project costs.

Objectives of the course

• Revise the basics of project cost management
• Understand the structure of costs and their consolidation
• Take project budgeting one step further
• Put into practice by using the tool and analysing costs.

Training program

1 Introduction

• Revision of cost estimation associated with resource workloads
• Revision of cost estimation associated with projected expenditures

2 The basics

• Cost management cycle
• How costs are constituted
• Costs and project management

3 Cost breakdown

• Cost units
• Cost accounts
• Lot of contract

4 Budget estimate

• Budget (definition, projection, modification)
• Budgeting level
• Budget heading

5 Actual costs

• Achieved, Cost incurred, Physical progress
• Expenditures Completed and Work Performed

6 Zoom on some features of cost management in Planisware

• Rest to be done and Forecast for balance
• Closing date and estimated cost
• Cost consolidation

7 Restitution cost analysis

• Summaries of times and expenses
• Cost indicators
• Interpretation of discrepancies
• Cost curve and load valuation (visualization, example, parameterization)