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Planisware Trainings

Discover our Planisware trainings offers to get the best from your PPM solution!

possible cases

planisware trainings Discover

Discover Planisware

"I have to work for a customer who uses Planisware and I don't know this tool."

planisware trainings settings

Configure Planisware

"I'm a technical administrator and I have to adapt the solution to new business needs."

planisware trainings skills

Enhance your skills

"I'm already using Planisware, but I'd like to develop my skills on advanced features (PEX, Roadmap...)."

planisware trainings deployment

Deploying Planisware

"We are deploying Planisware and we need to train users on Planisware in our specific context."

We have something for you

Standard Planisware
Training

For beginners and
advanced users

Contents :
Locations :

Price:
550€ inter-company excl. tax per day 900€ in-company excl. tax per day

Customized Planisware Training

Adapted to your
context and needs

Contents :
Locations :

Price: Contact us for a quote

Planisware Coaching
Sessions

To be as close as possible to your
problems and issues

Contents :
Locations :

Price: 1200 € excl. tax for 4 sessions of 2 hours

We can manage to adapt our trainings to many handicap situation.
Please contact us at handicap@bloomppm.com

Standard Planisware Trainings

Discovering Planisware
In a nutshell
Difficulty:
1/5

Reference: TPLW-001

Duration: 1 day (7h)

Max. trainees: 6

Access times: 2 to 6 weeks

Prerequisites

No prerequisites are required.

Price

Inter-company: 550€ 
In-company: 900€ 

This training is relevant for?
Current or future users of Planisware.
Technical means

Computer

Microsoft Teams

Planisware training instance made available to the trainee for practical exercises

Teaching resources

Training Support

Practical exercises (30% minimum)

Evaluation in the form of MCQ

Training Objectives

At the end of the training, the trainee should be able to:

  • Understand the terminology used in the Planisware tool.
  • Explain the different actors/roles involved in the Planisware tool.
  • Identify the main modules of the Planisware tool and their uses.
  • Navigate through the tool (pages, styles).
  • Customize the visual aspects of the Planisware tool according to their needs.
  • Present the information retrieval capabilities of the Planisware tool.

 

To achieve this, this training cleverly combines theory and practical aspects of the Planisware tool in order to help the trainee easily grasp the basics of the tool.

Training Agenda

1. Introduction of Planisware
  • Definitions and terminology
  • User roles
  • The life cycle of a project
  • Planisware and the market
  • The different functional
    modules of Planisware
  • Supported methodologies: Stage & Gate, Agile, SAFe, V cycle
2. Getting started with Planisware
  • First steps with Planisware
3. Managing a project with Planisware
  • Simple features overview
  • Ergonomic elements such as styles
  • Agile projects
  • Project portfolio
4. Overview of the main modules
  • Administration
  • Resources
  • PEX
  • WP
  • TC
  • Roadmap
 
5. Possibility of interfacing
6. Questions / details

Accessibility for persons with disabilities

We can fit our training to many disability situations. For any request, please contact us at handicap@bloomppm.com

 

Managing projects in Planisware
In a nutshell
Difficulty:
1/5

Reference: TPLW-002

Duration: 2 days (14h)

Max. trainees: 6

Access times: 2 to 6 weeks

Prerequisites

No prerequisites are required.

Price

Inter-company: 1100€ 
In-company: 1800€ 

This training is relevant for?
Current or future users of Planisware.
Technical means

Computer

Microsoft Teams

Planisware training instance made available to the trainee for practical exercises

Teaching resources

Training Support

Practical exercises (30% minimum)

Evaluation in the form of MCQ

Training Objectives

At the end of the training, the trainee should be able to:

  • Build, plan, and monitor a project.
  • Build and adapt the costs and expenses of a project.
  • Communicate the status of the project.
  • Identify the interactions between different roles (project manager, resource manager, portfolio manager, etc.) within the Planisware tool.
  • Apply Agile methodology within the Planisware tool.

 

During this training, the main ‘out of the box’ functionalities of the software in terms of project management will be presented, along with an overview of the different modules. The training includes several hands-on exercises to help the trainee better understand the concepts being presented.

Training Agenda

1. Introduction of Planisware
  • Quick rundown of navigation
  • Presentation of the red thread case


2 – Initializing a standard project

  • Life cycle of a project
  • Creating a project
  • Designing the WBS
  • Planning activities

3 – Initializing an agile project

4 – Initializing costs and expenditures

  • Expenses and Planned Expenditures
  • Working with baselines

5 – Project monitoring and reporting

  • Updating planning, costs, charges and progress References
  • Reporting / Communication


6 – Impacts on resource management

7 – Impacts on portfolio management

8 – Going further with Planisware
  • Other modules 
  • Configuration possibilities 

9. Questions / Parking lot

Accessibility for persons with disabilities

We can fit our training to many disability situations. For any request, please contact us at handicap@bloomppm.com

Planisware configuration and administration
In a nutshell
Difficulty:
3/5

Reference: TPLW-003

Duration: 2 days (14h)

Max. trainees: 6

Access times: 2 to 6 weeks

Price

Inter-company: 1100€ 
In-company: 1800€ 

This training is relevant for?

Future Planisware's administrator or integrator. This course can be also a plus for referring users

Prerequisites

Have completed the «managing your projects with Planisware» course or to know the basics of project management inside Planisware

Training Objectives

This training has been designed to enable trainees to learn and master the essential operations to the configuration and administration of the Planisware entreprise solution.

Technical means

Computer

Microsoft Teams

Planisware training instance made available to the trainee for practical exercises

Teaching resources

Training Support

Practical exercises (30% minimum)

Evaluation in the form of MCQ

Training Agenda

1 –Files management in Planisware

  • Data storage
  • Data loading

 

2 –Common data

  • Users and user groups / profiles
  • Use of standard breakdown structures(RBS, 0BS, 1BS,…)
  • Scheaduling reference data (calendars, activity types…)
  • Budget reference data (cost accounts, cost units, …)
  • Business specific reference data

3 –Access management

  • Activation/Modules
  • Access rights
  • Toolbars

 

4 –Settings

  • General settings
  • Modules settings
  • Default storage file settings

 

5 –Administration

  • Access data by table
  • Manage tables (user table creation/ object types)

6 –Planisware data model

  • Physical table and view sin DB
  • Relations between tables (ONB, DATASET,…)
  • Data model extension and data processing (new fields…)

 

7 –Planisware main configuration

  • Additionnal attribute
  • Attribute types
  • Alerts/ DMR / Traces / Locks
  • Indicator sand symbolic fields, code generators, …
  • L1 reports

8 –Style management

  • Columns and advanced filters
  • Charts configuration

 

9 –Best practices

10 –Questions / Parking lot

Accessibility for persons with disabilities

We can fit our training to many disability situations. For any request, please contact us at handicap@bloomppm.com

Configure Planisware Entreprise
In a nutshell
Difficulty:
4/5

Reference: TPLW-004

Duration: 2 days (14h)

Max. trainees: 6

Access times: 2 to 6 weeks

Price

Inter-company: 1100€ 
In-company: 1800€ 

This training is relevant for?

Planisware application Manager, advanced administrator or Planisware Integrator

Prerequisites

Have completed the « Planisware configuration and administration» course or mastery of the principles discussed

Training Objectives

Essential step to implement the Planisware solution within an organization, this training allows you to grasp the essential possibilities of parameter setting and customization of the Planisware application.

Technical means

Computer

Microsoft Teams

Planisware training instance made available to the trainee for practical exercises

Teaching resources

Training Support

Practical exercises (30% minimum)

Evaluation in the form of MCQ

Training Agenda

1 – Planisware ProWeb

  • Outlook of ProWeb
  • ProWeb 4 modes
  • Administrator mode


2 – Reports in Planisware Enterprise

  • Report types (pages, folder, popup,…)
  • Report management (PEX, L1 report, L2 reports,…)
  • Building elements in reports (block, line, cell, tab)
  • Use of reports in hypertext links

3 – Advanced parameters

  • Parameter sets
  • Codification and default formats
  • Other parameters


4 –ProWeb configuration

  • Data model extension
  • Cost management (composite curves, cost tables, cost fields)
  • Scripts
  • Requests, multiple action, macros

5 – Import and Export functionalities

  • Import/Export (intranet & ProWeb)

6 – Planisware System Console

  • PSC presentation
  • PSC settings management (offset, license key, …)
  • Activity monitoring (sessions, logs, watchdog,…)
  • Packages Import/Export

7 – Delivering Planisware configuration

  • Delivery modes (LSP, JSON, DPM, DPE, DPX)
    Delivery best practices

 

8 – Best practices

 

9 – Questions / parking lot

Accessibility for persons with disabilities

We can fit our training to many disability situations. For any request, please contact us at handicap@bloomppm.com

Planisware Scripting
In a nutshell
Difficulty:
5/5

Reference: TPLW-005

Duration: 1 day (7h)

Max. trainees: 6

Access times: 2 to 6 weeks

Prerequisites

Mastery of the general concepts of Planisware tool parameterization.

Price

Inter-company: 550€ 
In-company: 900€ 

This training is relevant for?

This training is mainly intended for Planisware integrators and people wishing to know how to read, understand and create OJS (V1) or PJS (V2) scripts.

Technical means

Computer

Microsoft Teams

Planisware training instance made available to the trainee for practical exercises

Teaching resources

Training Support

Practical exercises (30% minimum)

Evaluation in the form of MCQ

Training Objectives

At the end of the training, the trainee should be able to:

  • Distinguish the different elements of the Planisware scripting language (variables, functions, classes, objects, operators, etc.).
  • Write, adapt, validate, and interpret a Planisware script.
  • Deliver a Planisware script.
  • Simulate the behavior of a Planisware script before deployment.

 

This training will enable you to master the various concepts of the Planisware scripting language (an interpreted programming language based on a JavaScript engine) in order to develop your own scripts.

Training Agenda

1 – Language basics

  • Variables
  • Functions
  • Syntax operators

2 – Planisware specifics

  • Other operators
  • Standard functions
  • THIS pointer

3 – Using scripts within Planisware

  • Editing a Planisware script
  • Different types of scripts
  • JavaScript evaluator
  • Differences between script types
  • Tips & trics

4 – Hands on cases

 

5 –Questions / Parking lot

Accessibility for persons with disabilities

We can fit our training to many disability situations. For any request, please contact us at handicap@bloomppm.com

Discover Planisware Explorer (PEX)
In a nutshell
Difficulty:
2/5

Reference: TPLW-006

Duration: 1 day (7h)

Max. trainees: 6

Access times: 2 to 6 weeks

Price

Inter-company: 550€ 
In-company: 900€ 

This training is relevant for?

Anyone with Planisware experience who wants to develop reports with PEX module and publish them.

Prerequisites

No prerequisites are required for this training, but a knowledge of the different classes of objects in Planisware (projects, activities, etc.) is a plus.

Training Objectives

The objective of this training is to enable the trainee to develop and publish simple reports from the PEX module.

Technical means

Computer

Microsoft Teams

Planisware training instance made available to the trainee for practical exercises

Teaching resources

Training Support

Practical exercises (30% minimum)

Evaluation in the form of MCQ

Training Agenda

1 – Introduction to Planisware Explorer

  • What is PEX, why use it? How to access it?
  • Definitions & terminology
  • PEX module interface

2 – Queries

  • Query Template
  • Query creation
  • Options on measures and rows
  • Query builder tools
  • Publication

3 – Dashboards

  • Create a dashboard
  • Use existing query
  • Dashboard tools
  • Widgets and layouts
  • Publication

4 – Going further with Planisware Explorer

  • Gauges
  • Query overlay
  • Report builder

 

5 –Questions / Parking lot

Accessibility for persons with disabilities

We can fit our training to many disability situations. For any request, please contact us at handicap@bloomppm.com

Discover Planisware Roadmap Timeline
In a nutshell
Difficulty:
2/5

Reference: TPLW-007

Duration: 0.5 day (3.5h)

Max. trainees: 6

Access times: 2 to 6 weeks

Prerequisites

No prerequisites are required for this training, but a knowledge of the different classes of objects in Planisware (projects, activities, etc.) is a plus.

Price

Inter-company: 300€ 
In-company: 450€ 

This training is relevant for?

Anyone with Planisware experience who wants to understand Roadmap/Timeline inside Roadmap module and Project module.

Technical means

Computer

Microsoft Teams

Planisware training instance made available to the trainee for practical exercises

Teaching resources

Training Support

Practical exercises (30% minimum)

Evaluation in the form of MCQ

Training Objectives

At the end of the training, the trainee should be able to:

  • Differentiate between the ‘Roadmap’ and ‘Timeline’ objects.
  • Diagram a roadmap (build and illustrate it).
  • Plan the roadmap (activity synchronization).
  • Share the roadmap.
  • Organize a timeline.
  • Build a timeline model and use it.

 

The aim of this training, through the trainee’s practical use cases, is to enable them to build a roadmap and timeline according to their own organization and structure.

Training Agenda

1 – Presentation and creation of a Roadmap

2 – Presentation and creation of a Timeline

Managing a Timeline Layout

 

4 –Timeline & Portfolio

5 –Questions / Parking lot

Accessibility for persons with disabilities

We can fit our training to many disability situations. For any request, please contact us at handicap@bloomppm.com

0 %
of trainees satisfied in 2022
0 %
rated the training as excellent
0 %
rated the training as very good

Adapted to your context

planisware trainings optimisation

Optimisation

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Integration

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Guidance

Coaching services​

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Flexibility

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Personalization

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Expertise

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You want more information?

Contact us, we will be happy to help you find the ideal training.

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