Planisware trainings

The Basics
Training course

Duration : 2 days

Requirements :

  • Basic knowledge of project management
  • Familiarity with software tools

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Advanced
Training course

Duration : 3 days

Requirements :

  • Participants must have taken the course “Planisware Processes – the Basics” or know how to manage projects using Planisware

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Cost management
Training course

Duration : 2 days

Requirements :

  • Participants must have taken the course “Planisware Processes – the Basics” or know how to manage projects using Planisware

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The Basics training course

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

Advanced training course

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)

Cost management training course

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)