Managing PM3 Projects
Whether you’re new to PM3 or looking to sharpen your skills, this 3‑hour course will help you confidently manage your projects.
What You’ll Learn:
Getting Started with PM3
Understand the core principles of PM3 and Project Portfolio Management (PPM).
Building a Project in PM3
- Schedules
- Risks and issues
- Costs
Ongoing Project Management
Learn how to track progress, manage delivery, and update status.
Key Takeaways:
- Set up and manage PM3 projects with confidence
- Understand lifecycle stages and reporting
- Know the difference between portfolios, business change programmes, programmes and individual projects
Duration: 3 hours
Cost: £300 per candidate
Delivery: Virtual
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PM3 Configuration
This course is designed for PM3 administrators and configuration leads who want to tailor PM3 to reflect their organisation’s structure, processes, and reporting needs.
What You’ll Learn:
System Configuration
- Set up portfolios, programmes, projects, and templates
- Configure custom fields and project types
- Manage user roles, permissions, and partitions
Governance and Assurance
- Configure stage gates and project lifecycle workflows
- Set up governance models and assurance controls
Reporting Setup
- Create dashboards and configure key reports
- Set reporting permissions by user group or portfolio
Key Takeaways:
- Confidence in shaping PM3 to suit your organisation’s needs
- Ability to configure templates, workflows, and governance
- Skills to manage users, roles, and permissions effectively
Duration: 3 hours
Cost: £300 per candidate
Delivery: Virtual
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PM3 Customisation
This course is ideal for PM3 administrators or power users looking to tailor PM3 to better reflect specific team, departmental, or organisational processes.
What You’ll Learn:
Tailoring the User Experience
- Customise home pages and dashboards
- Adapt labels, field names, and layouts to suit your terminology
- Manage help text and user prompts
Form and Field Customisation
- Create and edit custom forms
- Configure conditional logic for fields and sections
- Set mandatory fields and default values
Process & Workflow Alignment
- Align stage gates, status transitions, and governance points
- Customise status options and change controls
Key Takeaways:
- Ability to tailor PM3 around your organisation’s language and processes
- Confidence in creating and managing custom forms and logic
- Improved user experience and engagement through targeted customisation
Duration: 3 hours
Cost: £300 per candidate
Delivery: Virtual
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