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Grow your Planisware skills with a large set of training and professional certifications
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Planisware training and certifications help you quickly maximize user proficiency to help you achieve your goals.
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Show your commitment to excellence by getting Planisware certified.
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Be recognized as a Planisware expert
What is Academy?
Academy is the Planisware Enterprise official training platform where you will find our catalog of technical training courses. From understanding what a breakdown structure is and how to use it in your implementation, to learning to build advanced reporting using PEX queries and overlays, our interactive courses will help you understand the ins and outs of the system.
"I have seen some concrete benefits from the Certification Program. I've learned a lot of new ways to utilize Planisware. Also, it proves you know the product and gives you a legitimacy amongst your colleagues and peers
"- Senior Manager, Capability Management , Johnson & Johnson
"The training sessions have definitely increased my knowledge and I put some of the helpful tips to use every day
"- PLW System Administrator, Pfizer
We have 3 learning plans adapted to your profile
Each of our learning plans has a dedicated learning objective and is targeted to specific learner profiles. In the table below, you'll find their content, duration, and number of courses.
To choose which learning plan fits best your need, just scroll down to see the details.
Q&A Sessions and Dates - Twice a month on Thursday 10AM EST
April 2025
April 3 - Data Management
April 17 - Access Rights & Profile Management
May 2025
May 15 - Portfolios, Views & Styles
May 22 - Fitting your Business Model
June 2025
June 5 - Data Model
June 19 - Create your own KPIs
July 2025
July 10 - Create your own Module
July 24 - PEX Basics
August 2025
August 7 - PEX Advanced
August 21 - Modifying Popups
September 2025
September 11 - Printing Presentations & Report Builder
September 25 - IMPEX
October 2025
October 9 - Collaboration
October 23 - Formulas
Is the Administrator Learning Plan right for you?
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Starting from the Associate level (navigation, users, breakdown structures…) to the Expert level (Activetab, import/export, advanced reporting…), gradually grow your skills and earn credentials at your own pace.
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If you answered "Yes" to either of these questions, then the Administrator training was designed with you in mind! |
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Administrator learning plan details
1 - Associate level
- Modifying table views.
- What is a Portfolio?
- Access Rights & Profile management (1): users, user groups
- Access Rights & Profile management (2): profile, proxy
- Data model & Data management (breakdown structures, text keys).
- Formulas (1).
- Learn how to customize your table views (1): create/update styles.
- Learn how to customize your table views (2): filter, convert to tab.
- Tips & tricks on Portfolios (categories, merge, version).
2 - Contributor level
- Formulas (2).
- Fitting your business model (1): attribute, formula, settings.
- Fitting your business model (2): table, relation, ring attribute and simple picklist.
- Control mechanisms (1): alerts, locks.
- Control mechanisms (2): user trace, DMR & attribute chooser.
- Create your own KPIs (1): symbolic field, status report.
- Create your own KPIs (2): indicators and indicator bars.
- Create your own module.
- Planisware Maintenance (1 & 2): architecture, logs, archive (DPX), patch & ajax.
3 - Specialist level
- Formulas (3).
- Create your project Dashboard with PEX (1).
- Create your portfolio Dashboard with PEX (2).
- Customize your popup (1) & (2).
- Importing / Exporting Data via .csv
4 - Expert level
- Advanced PEX reporting (3): filtering, overlays, measure in line.
- Advanced PEX reporting (4): counting measures, input mode.
- Workbox and aggregators.
- What is Activetab?
- Work management (post; following projects).
Certification and exam
The Administrator learning plan is the only training solution that offers a Planisware certification.
- After completing the courses in each level (A,C,S,E), you will have access to a 30-minute multiple-choice exam.
- If you obtain the passing score of 80%, you will be rewarded with a digital diploma and a badge which is shareable on social networks. (LinkedIn...)
if you already have a Planisware portal account, you can already connect to your Planisware portal and access Academy (if you do not have user portal credentials, click here to request access).
Pre-register or request more information
Is the Discovery Learning Plan right for you?
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The Discovery learning plan will guide you through to the main Planisware features and the first steps of project management.
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If you answered "Yes" to either of these questions, then the Discovery training was designed with you in mind! |
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Discovery learning plan details
Discovery Learning Plan
- Global Navigation: modules & pages.
- Modifying table views: add/sort/filter/group columns.
- Learn how to customize your table views (1): create/update styles.
- Learn how to customize your table views (2): filter, convert to tab.
- What is a portfolio: static vs dynamic portfolios
- Portfolios tips & tricks: categories, merge, version.
- Create Projects, templates and the WBS.
- Use Activity libraries.
- Project scheduling basics: building a project structure with tasks, WBS, links and calendars.
if you already have a Planisware portal account, you can already connect to your Planisware portal and access Academy (if you do not have user portal credentials, click here to request access).
Is the Learning Plan PEX Expert right for you?
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From the basics of PEX reporting (measures, queries, dashboards) to advanced features (overlays, counting measures, etc.), this learning path will teach you how to use our PEX module to build great dashboards and reporting on projects and portfolios.
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If you answered "Yes" to either of these questions, then the PEX Expert training was designed with you in mind! |
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PEX expert learning plan details
PEX expert Learning Plan
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Data model & Data management (1)
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Formulas (1)
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Formulas (2)
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Create your project dashboard (PEX) (1)
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Create your portfolio dashboard (PEX) (2)
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Advanced filters and complex queries (PEX) (3)
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Advanced measures and input (PEX) (4)
if you already have a Planisware portal account, you can already connect to your Planisware portal and access Academy (if you do not have user portal credentials, click here to request access).
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Planisware Academy: Get to know our Training Solutions
Discover the learning platform that's going to turn your users into Planisware experts!