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  1. Resources
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  3. Orchestra Masterclass 2024: Investment Portfolio Part 1

Orchestra Masterclass 2024: Investment Portfolio Part 1

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  • Date: Thursday, 28th March 2024
  • Event duration: 2:30h
  • Time: 2:00pm CET (8:00am CDT)

About this event

As a Planisware Orchestra user, we are pleased to invite you to the new masterclasses organized by our teams! What is it about? 3 hours of online training to learn and practice for free on the main use cases of your solution. Led by a consulting expert, these sessions are also an opportunity to ask all your questions and exchange with your peers!
The session on March 26th will focus on investment portfolios to help you master the "Business Case" process and financing envelopes.
 

Use cases:

  • Comparison between requested budgets and allocated envelopes
  • Project delays and their impact on strategic envelopes
  • Visualizing your leeway with the "Budget Prioritization"

 
Prerequisites:

  • Knowing how to use the Project / Budget / Portfolio modules
  • Being able to navigate the application, create projects, create budget lines, create a portfolio
  • Having some initial knowledge of investment portfolios.

 
Schedule: 2:00pm to 4:30pm

Attention, to ensure maximum interaction, seats are limited! 

Update : The session is full. Don't hesitate to contact us: orchestra-customersuccess@planisware.com

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