Portfolio management using the MS Planner Power App

Strengthen your organisation's project maturity with MS Power App!

Project portfolio management with MS POWER APP

Transparent management of project portfolios, alignment with strategic objectives and conscious planning of resources are increasingly challenging for growing organizations. How to manage project ideas in a coherent framework already at the business case level? How can structured approval processes support management decision-making? And how can we ensure that projects, programs and resources are not viewed in isolation, but are transparent at the portfolio level as well?

The Planner Power App is a Microsoft Power Platform solution that integrates with the Microsoft 365 environment, enabling unified management of projects, programs, and portfolios without the need to implement separate PPM systems. Thanks to Teams integration and an architecture built on standard Microsoft services, the solution integrates naturally into an organization's existing operations.

During the training, participants gain a comprehensive overview of the structure and functionality of Planner Power App, from project initiation processes to automatic project generation and portfolio level reporting. Real examples will show how projects can be organized into programs, how resource requirements and capacities can be managed, and how the solution supports risk, change and status management.

Find the programme on the training map:

Recommended for project governance managers in an international environment

Portfolio management using the MS Planner Power App

We also offer online courses using digital and video conferencing tools!

Our experts

Who do we recommend it for?

The training is primarily aimed at portfolio managers, project governance and PMO leaders working in an international environment and in larger SMEs who want to manage project ideas, projects, programmes and resources in a single, transparent framework. It is particularly useful for those looking for a scalable yet customizable portfolio management solution built on Microsoft 365 and Power Platform ecosystem.

No prior IT knowledge is required to participate, but participants must have one of the following Microsoft subscriptions to put the training into practice:

  • Microsoft 365 Business Standard or Microsoft 365 Business Premium or Microsoft 365 E3 / E5 and

  • Planner Plan 1 or Planner and Project Plan 3 or Planner and Project Plan 5

Training agenda

Planner Power App Basics

  • Architecture
  • Services
  • Teams integration

Project launch

  • Project ideas, business case with customizable data content
    • Business justification, strategic fit
    • Project budget data
  • Approval workflow
  • Automatic project generation

Program Management

  • Organisation of projects into programs
  • Overview of programs at portfolio level

Project management

  • Project baseline data, project life cycle
  • Project schedule in Planner Power App
  • Risk and issue management
  • Change management
  • Status reports

Organisational resource management

  • Creating and managing resource requests
  • Scheduling booking requests, using Schedule Board
  • Managing roles, competences, capacity and calendars
  • Workload balancing, overload detection and management
  • Work template settings and custom calendar configurations

Reporting

  • Core reporting framework services
  • Accessing data through Power BI reports
  • Project portfolio report
  • Resource utilisation reports

Framework basics

  • Language, display options
  • Permissions and accesses
  • Basic operational/administration principles

Solution Structure

  • Solution components
  • More customisation options

Satisfaction guarantee

We are confident about the quality of our programme, but if you are still dissatisfied and report it during the first training block, you will of course not have to pay! We invoice you after the training, we do not charge anything in advance.

Training information

We offer discounts for PMSZ members, groups of two or more applicants, and individuals!

In case of 4 or more applicants, please contact us for a customized proposal, in which case the schedule and topics can be flexibly adjusted! 

 

Our programme consists of 0.5 days (9.00-13.00) of online training.

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Portfolio management using the MS Planner Power App

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execution

"I really liked it, it was a well structured training. I had some experiences during the training, which helped me to integrate the knowledge, as it was not just a lecture. I liked the exercises, the atmosphere was good, I got answers to my questions, it was interactive, great!"

Important

Knowledge of IT tools and the use of AI capabilities is now a standard requirement for project managers.

10 reasons why you should choose us

Location

H-1118 Budapest, Kelenhegyi str. 29/b.
tel.: +36 70 787 6328 
mail: info@promanconsulting.hu