Advanced Planner Premium

Course Overview

Take the next steps into the world of Planner Premium, unlocking the full potential of Microsoft’s go-to project management toolset. This course explores advanced features, empowering you to manage complex projects, streamline collaboration, and drive organizational success.

Through hands-on training and expert instruction, students dig into advanced scheduling, reporting, and integration capabilities. Discover how to leverage Planner Premium with Microsoft Teams, Power BI, and the Project Power App to maximize efficiency across programs and portfolios.

This training equips you to navigate enterprise-level challenges while preparing for the Power Platform Fundamentals certification. Expand your skills, improve collaboration, and take your projects to the next level.

Course Duration

Designed as a one day course, live lessons can be delivered in person or remotely. If a hybrid course is desired, recordings will be provided with the addition of a one hour working session and Q&A with an instructor.

Participants Will Be Trained To

Master the advanced features of Planner Premium and learn how to integrate it seamlessly with MS Teams channels.
Explore the Microsoft Project Power default app and Project Accelerator solution to enhance project workflows.
Understand the Power Apps world.
Review and analyze Planner Premium reports in Power BI, gaining insights for better decision-making.

Who Should Attend

This course is ideal for professionals at all levels who are looking to enhance their project management skills using Microsoft Planner Premium. Organizations and teams seeking advanced capabilities, including enterprise program and portfolio management with Planner, will also benefit greatly.

As a prerequisite, attendees should have attended the Planner Premium for End Users course or have a basis in project management and the M365 ecosystem. While multiple tiers of Planner Premium licensing exist, Project Plan 3 is the minimum recommended.

Course Materials

Course materials include comprehensive digital courseware, lectures, and Q&A opportunities. Attendees may also earn six Professional Development Units from PMI.

Course Outline

Get Started

PM processes
Portfolio best practices
Enterprise app approach
Data structure

Planner Premium Advanced

Copy plan
Add new fields
Create plan template
Calendar features
Using goals

Linking Power BI

Visualize project, program, portfolio data
Reporting views & slicers

Project Power App

PM overview
Navigation and main screen overview
Build and manage project components
Program creation and management
Resource management
App administration

Teams Integration

Use Planner in MS Teams
Create & manage plan channels

Advanced Insights

Utilize Copilot
Connect or expand data tables for reports

Pain Points This Course Corrects!

⚡ We need to standardize team workflow.

Discover how to create and implement Plan Templates, ensuring consistent processes and streamlined workflows, regardless of project size or complexity.

⚡ We can’t get meaningful project insights.

Learn how to connect Planner Premium to Power BI and other Microsoft tools to generate actionable insights, improving decision-making and project outcomes.

⚡Users don’t fully utilize advanced features

This course empowers your team to leverage advanced functionalities like Copilot, Goals, and custom fields, unlocking the software’s full potential.

⚡ Resource management is a mess!

Gain expertise in managing resources effectively by integrating Planner Premium with Power Apps to track, assign, and optimize team efforts.

⚡ We need better project and program visibility.

Master the use of Planner Premium and Power Apps for clear project views and updates, keeping stakeholders aligned.

Course Instructors and Accreditation

Our company is made up of Microsoft Certified Professionals. Further, as a Microsoft Solutions Partner company, we have our thumb on the next generation of technology. This course will be taught by an expert in the Microsoft’s project management solutions and the Power Platform.

Advisicon’s goal is to improve your processes and technologies, thus creating measurable results. For over 30 years, we have successfully helped clients accelerate, adapt, and achieve.