Planisware (Project Portfolio Management)

Module 1: Introduction to Planisware

• What is Planisware and who uses it (pharma, aerospace, defence, medtech)
• Planisware Enterprise vs Planisware Orchestra
• Platform architecture and deployment models
• Navigating the Planisware interface: portfolio view, project view, dashboards
• Key concepts: projects, operations, resources, and portfolios
• Understanding Planisware's stage-gate and phase-gate framework

Module 2: Project & Portfolio Setup

• Creating and configuring projects in Planisware
• Project hierarchies: programmes, projects, sub-projects
• Portfolio configuration: categories, business lines, and strategic axes
• Project attributes, custom fields, and metadata
• Project lifecycle configuration: phases, milestones, and gates
• Linking projects to strategic objectives and KPIs

Module 3: Scheduling & Work Breakdown

• Building project schedules in Planisware's Gantt module
• WBS creation and task hierarchy management
• Defining deliverables, milestones, and dependencies
• Using templates for standard project types
• Baseline management and schedule version control
• Schedule variance analysis and critical path review

Module 4: Resource Management in Planisware

• Resource breakdown structure and resource categories
• Capacity planning: available vs required hours
• Resource demand planning across the portfolio
• Skill-based resource allocation and matching
• Resource conflict detection and resolution tools
• Scenario modelling for resource planning decisions

Module 5: Financial & Budget Management

• Budget creation: top-down and bottom-up approaches
• Cost types: internal labour, external costs, capex, opex
• Financial forecasting and cost-at-completion
• Benefits tracking and business case management
• Budget vs actual analysis and variance reporting
• Integration with SAP and Oracle ERP for financial data

Module 6: Stage-Gate & Decision Support

• Configuring stage-gate review processes in Planisware
• Gate criteria: scoring models and decision matrices
• Portfolio prioritisation using bubble charts and scoring
• What-if scenario analysis for portfolio decisions
• Kill/go decisions and pipeline rebalancing
• Regulatory submission tracking for pharma projects

Module 7: Reporting, Dashboards & Analytics

• Pre-built dashboards: portfolio health, resource heatmaps, financial summary
• Configuring custom dashboards for different stakeholder roles
• Report creation using Planisware's reporting tools
• Data export to Excel and PowerPoint for presentations
• KPI definition and automated threshold alerts
• Executive portfolio review packs from Planisware data

Module 8: Administration & System Configuration

• Planisware user management and access control
• Workflow configuration for approvals and notifications
• Data model customisation: custom objects and attributes
• Planisware API and integration with third-party systems
• Data migration and legacy project import strategies
• Planisware upgrade management and best practices

Planisware-Certified Consultants with R&D Industry Depth Our Planisware instructors are certified implementation consultants who have deployed Planisware in leading pharmaceutical, medical device, and aerospace organisations. They understand the unique challenges of R&D portfolio management — long timelines, regulatory requirements, and high uncertainty — and tailor their training accordingly.

Cross-Functional R&D Programme Experience Trainers have worked as R&D Programme Managers and Portfolio Analysts within complex product development environments, managing pipelines from early discovery through regulatory approval. This gives them an authentic understanding of how Planisware is used day-to-day.

Stage-Gate & Innovation Management Specialists Our team includes specialists in stage-gate process design who have configured Planisware's decision frameworks for Fortune 500 R&D organisations. They bring process design thinking alongside platform expertise.

Collaboration with IT & Data Teams Instructors understand how Planisware integrates with SAP, Oracle, and BI platforms, enabling cross-functional teams — project managers, finance, and IT — to participate meaningfully in the learning experience.

Ongoing Implementation Support Learners working on active Planisware implementations benefit from post-course advisory sessions with our instructors, who can guide configuration decisions, workflow design, and stakeholder engagement strategies.