Training

Training
Whether you’re a complete beginner or a seasoned Psoda super user looking to add to your skills
we have the right training course for you.
Basic Psoda User Training
We recommend that all new users take this training course. It’s approximately 3 hours and teaches you everything you need to know to get the most out of the tool. It covers:
How to log into Psoda
Parts of the screen
Left bar with back button, language, themes and user menu
Navigator bar including searching, My stuff, Favourites and organisational structure
Navigating around Psoda
Workflow bar
Header with Location, Selected Details and Workflow
Tabs, views, drop-down, tab search, drag-n-drop
Adding project status data
Running reports
Basic PM functions such as risks, issues, schedule, decision logs
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Advanced Psoda User training
Our advanced training course teaches users the more advanced options within the tool. We recommend that only people that are familiar with the basics of Psoda sign up for this course as it assumes a certain level of familiarity with the tool. It is approximately 3 hours and covers:
Advanced estimates
Advanced scheduling
Advanced budgeting
Scenario planning
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Psoda Administrator Training
This is our most advanced course. Here you’ll learn everything you need to know to manage the Psoda instance in your organisation. We recommend that only people who are going to be Psoda system administrators attend. It is approximately 1/2 a day and it covers:
Organisational configuration
Security set up
Access control lists
Workflow configuration
User set up and maintenance
Report selection
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Partnership with Millpond
We’ve also partnered with Millpond to provide combined project management and Psoda training. This is ideal if you
have people within your organisation that need project management and Psoda training.

There are two courses available, basic and advanced. The courses are both one day and cover the following:
Project Management using Psoda
Foundations of Project Management
Psoda tool navigation foundations
  • How to log into Psoda
  • Parts of the screen
  • Left bar with back button, language, themes and user menu
  • Navigator bar including searching, My stuff, Favourites and organisational structure
  • Navigating around Psoda
  • Workflow bar
  • Header with Location, Selected Details and Workflow
  • Tabs, views, drop-down, tab search, drag-n-drop
The Project Lifecycle
  • Project Initiation
  • Project Planning
  • Project Planning – Scope
  • Project Planning – Time (Milestones, GANTT, and Kanban view, Calendar view)
  • Project Planning – Cost
  • Project Planning – Risk, Issues, Actions and Decisions
  • Project Planning – Quality
  • Project Planning – Stakeholders & Communications
  • Project Planning – Procurement
  • Project Execution (including project workflows in Psoda)
  • Project Monitoring & Control (Project status dashlet)
  • Project Closure
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Advanced Project Management using Psoda
Psoda tool navigation principles
Advanced Project Planning
  • Governance
  • Stakeholders
Advanced Project Schedule management in Psoda
  • Building a work breakdown structure
  • Task groups, tasks and milestones
  • Renumbering
  • Restructuring your WBS
  • Resource allocation to roles vs users
  • Linking tasks and milestones
  • GANTT charts
  • Kanban views
  • Role resource views
  • User resource views
  • Resource reports
Advanced Project Budgeting and Cost management in Psoda
  • Building a budget structure from scratch, Capex vs Opex
  • Budget items – baseline, approved changes, savings, deferrals, total budgets, plans, uncommitted forecast, committed forecast, total forecast, forecast vs budget, actual, actual vs forecast, actual vs budget
  • Linking project budgets to programme budgets
  • Loading purchase orders
  • Loading expense items
Programme Management fundamentals and setting up programmes in Psoda
Portfolio Management fundamentals and setting up portfolios in Psoda
  • Portfolio hierarchies
  • Dashboards
  • Reporting
  • Scenario planning
  • Dependency maps
Consolidate reporting in Psoda across projects, Programmes and Portfolios
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