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Training videos

FoxPlan offers a video training path.

Language

The videos are in English. The indicated duration helps you plan your learning (≈ 55 minutes total).

Watch the videos in order. Click a thumbnail to start playback.

1. Start with FoxPlan​

5 min · Onboarding

About the video — The "Start with FoxPlan" video is an excellent resource for individuals who are new to FoxPlan and want to learn the basics of the software. It is designed to be both informative and easy to follow, making it perfect for beginners.

The video begins by introducing the basic layout and functions of the FoxPlan PPM Software interface. It shows how to navigate the software and access different features and functions, and also explains the various project management methodologies that can be used within FoxPlan. As the video progresses, you are shown how to create a project in FoxPlan, with helpful tips and best practices to get the most out of the tool.

2. Resource allocation​

5 min · Resources

About the video — This video explains how to allocate your first resource to a project and check its workload.

3. Advanced resource planning​

9 min · Portfolio · Resources

About the video — In this video you will learn about the advanced resource planning and tracking functions. For example, you will learn how to allocate a resource precisely. You'll also see how to view a reference (baseline) or the variance between planned and actual.

4. Manage project budget​

14 min · Budget

About the video — Discover how to manage your project budgets with FoxPlan! 🚀 In this video, we introduce you to the budgeting module, a powerful tool for tracking and optimizing your expenses and revenues.

Key features covered:

  • Breakdown of projects into budget envelopes
  • Expense and revenue tracking in man-days and euros
  • Automatic synchronization with the project schedule
  • Budget management: landings and forecasts
  • Advanced analysis with pivot tables 📊
  • Budget consolidation at the project portfolio level

5. Project portfolio management​

10 min · Planning · Portfolio

About the video — In this video, you'll learn how to create and manage a project portfolio. You'll get all the tips you need to gather data and analyse it in a short space of time to get an overall view. The project portfolio will be an effective tool for managing your business on a day-to-day basis.

6. Resource portfolio management​

5 min · Portfolio

About the video — In this video, you'll learn how to consolidate a team's workload. You'll have all the tools you need to make informed decisions about workload and trade-offs.

You'll be able to see all team member assignments across all projects, see within a team what the over-allocation is and what bandwidth is available to take on more work, and see when a new project can be launched. Resource portfolio is a powerful tool for managing a project pipeline and making decisions based on resource capacity.

7. Entering timesheets​

4 min · Timesheet

About the video — In this video you will learn how a resource can enter time on a project in FoxPlan. This allows the resource to show the project manager the progress of the work carried out on the project.

8. Optimize your schedule with dynamic resource allocation​

4 min · Portfolio · Resources

About the video — Discover how dynamic resource allocation can revolutionize your daily planning! 📅💡 In this video, we explore an innovative approach that lets you adjust and optimize your resources on a daily, weekly and even monthly basis. With this approach, you'll be able to:

  • Identify and resolve under-allocations or over-allocations
  • Ensure optimal use of your resources
  • Make precise, timely adjustments to your schedule
  • Boost overall productivity and efficiency for your projects

Whether you're a project manager, team leader or entrepreneur, this technique is an essential tool for keeping your teams and projects on the path to success. 🚀

The matching written docs​

Each video has its detailed counterpart in this documentation:

Good habit

Watch video 1 (Start with FoxPlan) before your first login, then follow the path in order. Keep the written docs open alongside to find the screen-by-screen details.