Introduction

Wrike is a leading project portfolio management platform designed to streamline workflow, enhance collaboration, and improve strategic project delivery. Wrike for Project Portfolios Training Course provides participants with comprehensive knowledge and practical skills to effectively manage multiple projects, prioritize resources, and align team efforts with organizational objectives using Wrike. Participants will learn how to configure dashboards, utilize reporting tools, and implement automation to optimize project outcomes. Emphasis is placed on leveraging Wrike’s advanced features for visibility, accountability, and real-time decision-making across portfolios of complex projects.

In today’s fast-paced business environment, project managers and portfolio leaders require efficient tools that drive productivity, track performance, and support agile methodologies. This course equips learners with the expertise to integrate Wrike into daily operations, manage cross-functional teams, and implement best practices for project planning, execution, and monitoring. Participants will gain hands-on experience with Wrike’s collaborative tools, resource allocation capabilities, and reporting functions to enhance portfolio governance, reduce risks, and achieve measurable results across organizational initiatives.

Programme Curriculum

Wrike for Project Portfolios Training Course

Introduction

Course Objectives

Understand Wrike’s platform capabilities for project portfolio management.
Implement project workflows and task hierarchies for multiple projects.
Configure dashboards and reporting tools for portfolio oversight.
Use Wrike automation features to optimize workflow and efficiency.
Manage resource allocation and workload across teams.
Track project KPIs and performance metrics in real time.
Integrate Wrike with other collaboration and productivity tools.
Apply risk management and issue tracking across projects.
Collaborate effectively with cross-functional teams using Wrike.
Customize project templates for recurring projects and processes.
Utilize advanced filtering, tagging, and search for efficient task management.
Monitor progress and generate insights for strategic decision-making.
Develop strategies for scaling Wrike adoption across the organization.

Organizational Benefits

Enhanced project portfolio visibility and control
Improved team collaboration and communication
Streamlined project workflows and task management
Optimized resource allocation and workload balancing
Reduced project risks and bottlenecks
Faster decision-making through real-time reporting
Increased efficiency through automation features
Standardized project management practices across teams
Better tracking of project KPIs and organizational performance
Higher project success rates and timely delivery

Target Audiences

Project managers and program managers
Portfolio managers and PMO staff
Team leads and supervisors
Business analysts and operations managers
IT project coordinators and administrators
Resource managers and planners
Consultants supporting project management initiatives
Trainers and educators in project portfolio management

Course Duration: 5 days

Course Modules

Module 1: Introduction to Wrike and Portfolio Management

Overview of Wrike’s platform and core features
Key principles of project portfolio management
Setting up workspace, teams, and projects
Navigating project hierarchies and folders
Configuring project settings and access permissions
Case Study: Setting up a new portfolio in Wrike for a mid-sized organization

Module 2: Task and Workflow Management

Creating, assigning, and tracking tasks across projects
Building workflows and dependencies
Setting priorities, deadlines, and milestones
Utilizing recurring tasks and project templates
Managing approvals and task progress
Case Study: Streamlining cross-department workflows using Wrike

Module 3: Resource Management

Assigning resources and managing team workloads
Monitoring resource utilization and availability
Using workload charts and capacity planning tools
Balancing resource allocation across multiple projects
Addressing over-allocations and bottlenecks
Case Study: Optimizing team workload for concurrent projects

Module 4: Dashboards, Reporting, and Analytics

Creating custom dashboards for portfolio oversight
Configuring project and task reports
Tracking key performance indicators (KPIs)
Using real-time analytics for decision-making
Sharing insights with stakeholders
Case Study: Reporting project status and performance to executives

Module 5: Automation and Advanced Features

Implementing automated workflows and task rules
Setting triggers, notifications, and reminders
Using templates for repetitive processes
Automating approvals and updates
Leveraging Wrike integrations for enhanced productivity
Case Study: Automating approval workflows to reduce delays

Module 6: Risk and Issue Management

Identifying risks across portfolios and projects
Tracking issues, blockers, and mitigation plans
Using Wrike to monitor project health and status
Setting alerts for risk triggers and deadlines
Communicating risks to stakeholders effectively
Case Study: Managing high-priority issues in a complex project portfolio

Module 7: Collaboration and Communication

Using comments, mentions, and attachments for team collaboration
Managing cross-functional projects and approvals
Sharing project updates with stakeholders
Integrating Wrike with email and communication tools
Encouraging accountability and transparency across teams
Case Study: Coordinating a cross-functional product launch using Wrike

Module 8: Scaling Wrike Across the Organization

Strategies for enterprise-wide adoption of Wrike
Customizing user roles and access for multiple teams
Implementing governance and best practices
Training and onboarding new users
Continuous improvement and process optimization
Case Study: Scaling Wrike adoption across multiple business units

Training Methodology

Instructor-led demonstrations and hands-on labs
Real-world case studies for practical application
Group exercises for collaborative problem-solving
Scenario-based simulations to reinforce concepts
Hands-on exercises with Wrike templates and dashboards
Interactive discussions and feedback sessions

Register as a group from 3 participants for a Discount

Send us an email: info@fineskilltrainingcenter.org or call +254769199797

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.
f. Payment should be done at least a week before commence of the training, to Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Skills & Software Covered

MS Word Microsoft Project Smartsheet and Monday.com

Programme Fee

Duration: 5 Days

Method: Online or Physical

Online Price: $1,000

Physical Price: $1,500

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Oct 19 2026

19 Oct — 23 Oct 2026

💻 Online / Virtual session

Online $1,000