What We'll Cover

  • Introduction to Project Planning

    Get started by exploring the fundamental stages a project goes through and the daily activities and challenges a project manager navigates to ensure everything runs smoothly.

  • Creating Project Estimates

    Explore how to build a project in the estimate stage and keep it updated as the project is further defined.

  • Creating Resource Demand & Capturing Snapshots

    Learn how to leverage the project workspace and Resource side panel to make precise resource requests, ensuring you have the exact skills needed to complete any project. Then review how to capture a project snapshot when a project is ready to ‘go live’.

Course Description

Expected Duration: Approximately 60 minutes

Whether your project is a large-scale software implementation for a high profile client, or a smaller internal project, you’ll need resources to complete the required work. Creating an estimate for the project ensures you know which roles you’ll need, and how much delivering the project will cost.

This course covers how to create estimates for the scope of work on a project, so you have the resourcing and financial information you need for creating client proposals, anticipating resource demands, and quickly transitioning to staffing and delivering the project.

Course curriculum

  • 1
    Course Overview
  • 2
    Introduction to Project Planning
  • 3
    Creating Project Estimates
  • 4
    Creating Resource Demand
  • Course Overview, Goals & Resources
  • Module 1: Estimating Project Needs Scenario: Introduction to Project Estimation Reading: Project Planning Process Activity: Estimates Reading: Introduction to Project Stages Knowledge Check: Estimating Project Needs
  • Module 2: Creating Project Estimates Scenario: Creating Project Estimates Reading: Estimation in the Project Workspace Activity: Estimation in the Project Workspace Reading: Updating Your Estimates Reading: Best Practices for Estimating Knowledge Check: Creating Project Estimates
  • Module 3: Creating Resource Demand Scenario: Creating Resourcing Demand Reading: Resourcing in the Project Workspace Activity: Creating Allocations from Resource Estimated Hours Reading: Overview of the Resource Side Panel Activity: Overview of the Resource Side Panel Reading: Moving from Estimate to Project Stage Activity: Capturing Project Snapshots Reading: Summary Knowledge Check: Creating Resource Demand Survey: Course Feedback Reading: Course Conclusion

Course Pricing

Please discuss enrollment with your Customer Success Manager as courses may be included in your organizations plan.