Planview AdaptiveWork for Agile PMO Resource Planning Training Course

Course overview

Agile PMOs need to make resource decisions before every team, role and project demand becomes urgent. Planview AdaptiveWork provides the data structure to connect strategic initiatives, project work, capacity, allocations and delivery priorities, but it only produces reliable plans when PMO practitioners understand how to configure and govern the underlying information. This course addresses the practical challenge of balancing agile delivery commitments with finite specialist capacity, changing portfolio priorities and the need for transparent management reporting.

Participants learn how to use Planview AdaptiveWork to create resource-aware project and portfolio plans. They build workspaces, work items, roles, resource requests and allocations; analyse capacity, utilisation and demand; and use portfolio views to identify bottlenecks and competing commitments. The course also covers practical PMO methods for demand intake, role-based planning, prioritisation, scenario comparison, exception management and reporting. Participants gain a repeatable approach for translating agile team needs into evidence-based resource plans that executives and delivery managers can act on.

Delivery combines instructor demonstrations in Planview AdaptiveWork with guided configuration labs, resource-planning case studies and facilitated decision workshops. Each participant works through a realistic multi-project PMO scenario, using project demand, team capacity and changing priorities to build and adjust an operating plan. They leave with a completed AdaptiveWork resource-planning workbook, including a portfolio demand view, capacity model, allocation plan, governance rules and a 90-day implementation action plan for their own organisation.

The course is designed for intermediate PMO, portfolio, resource-management and delivery professionals who already work with project data and need to establish more dependable capacity and allocation decisions in Planview AdaptiveWork.

Course objectives

By the end of this course, participants will be able to:

• Configure Planview AdaptiveWork workspaces, work items and project structures for portfolio resource planning
• Create role-based resource requests and allocations linked to project demand and delivery dates
• Build capacity plans using resource calendars, availability assumptions and skills-based roles
• Analyse utilisation, over-allocation and unmet demand through AdaptiveWork resource views and reports
• Apply demand-intake and prioritisation criteria to rank competing agile initiatives
• Compare resource-planning scenarios to evaluate the delivery impact of changing priorities or capacity
• Design PMO governance rules for allocation approvals, data ownership and planning-cycle updates
• Produce an executive-ready portfolio resource plan with risks, decisions and recommended actions

Benefits of attending

Target competencies

Who should attend

• PMO Managers — who need a consistent operating model for portfolio demand, capacity and allocation decisions
• Resource Managers — who assign people and skills across multiple projects while managing utilisation and conflicts
• Portfolio Managers — who must evaluate whether strategic initiatives can be delivered with available capacity
• Project Managers — who need to convert project schedules and agile delivery needs into credible resource requests
• Agile Delivery Managers — who coordinate team commitments and need visibility of cross-team dependencies and constraints
• Planview AdaptiveWork Administrators — who support the configuration, data quality and reporting required by PMO users

Requirements and prerequisites

Participants should have working experience in a project, PMO, portfolio, resource-management or agile delivery role and understand basic concepts such as projects, milestones, roles, capacity, utilisation, resource allocation and backlog or iteration-based delivery. Familiarity with navigating Planview AdaptiveWork, formerly Clarizen, is strongly recommended; participants should be able to open projects and interpret standard project information. Basic spreadsheet skills are useful for reviewing planning data. Advanced administration, scripting, API development, finance qualifications and prior experience with Planview integrations are not required.

Training methodology

The course uses live instructor-led teaching, Planview AdaptiveWork demonstrations and structured hands-on labs in a realistic PMO planning environment. Participants configure project demand, resource roles, availability and allocations, then interpret capacity and utilisation signals as priorities change. Small-group workshops test allocation decisions against an agile portfolio case, requiring participants to defend trade-offs using AdaptiveWork data. Daily exercises build toward an end-of-course resource-planning pack and a facilitated application plan that identifies the first configuration, governance and reporting improvements to make at work.

Course outline

Day 1: AdaptiveWork foundations for the Agile PMO

• Planview AdaptiveWork navigation, terminology and portfolio planning architecture
• Workspaces, work items and project hierarchy design
• Agile initiatives, projects and delivery work in a PMO context
• Resource entities, roles, skills and organisational ownership
• Planning horizons, milestones and demand assumptions
• PMO data-quality rules for resource-planning records
• Demand-intake workflow and decision-gate design

Workshop: Participants configure a multi-initiative PMO workspace and produce a demand-intake structure for a sample agile portfolio.

Day 2: Resource demand, capacity and allocation

• Role-based resource demand estimation methods
• Creating resource requests in Planview AdaptiveWork
• Named-resource and generic-role allocation approaches
• Resource calendars, availability and non-project capacity assumptions
• Allocation periods, effort profiles and delivery-date alignment
• Skills coverage and specialist-resource constraints
• Allocation approval workflows and change controls

Workshop: Participants create resource requests and time-phased allocations for three competing projects, producing an initial staffing plan.

Day 3: Capacity analysis and portfolio trade-offs

• Capacity-versus-demand analysis in AdaptiveWork resource views
• Utilisation measures and interpretation limits
• Identifying over-allocation, under-allocation and unstaffed work
• Resource bottleneck analysis by role, skill and time period
• Prioritisation criteria for strategic and agile initiatives
• Scenario planning for changing demand and available capacity
• Decision logs for deferred work, hiring and reassignment choices

Workshop: Participants analyse a constrained portfolio and produce a prioritised scenario recommendation with documented resource trade-offs.

Day 4: Reporting and resource governance

• Portfolio views for demand, allocation and capacity oversight
• Resource reports for utilisation and exception monitoring
• Dashboard design for executives, PMO leaders and delivery managers
• Filters, grouping and time-based reporting perspectives
• Excel export and reconciliation of planning assumptions
• Resource-planning cadence for weekly, monthly and quarterly reviews
• Governance roles, escalation thresholds and data stewardship

Workshop: Participants build a PMO reporting pack containing a capacity dashboard, exception report and resource-review agenda.

Day 5: Operating the AdaptiveWork resource-planning model

• End-to-end PMO resource-planning operating model
• Agile team commitment planning and portfolio-level constraints
• Managing scope, priority and allocation changes
• Resource risk registers and mitigation actions
• Stakeholder communication for capacity-based decisions
• 90-day AdaptiveWork adoption and improvement roadmap
• Resource-planning maturity measures and continuous improvement

Workshop: Participants complete and present an AdaptiveWork resource-planning pack and a 90-day implementation plan for their own PMO context.

Tools & standards covered

Planview AdaptiveWork, Jira Software, Microsoft Excel, The Scrum Guide

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions