Planisware trainings
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)