HP Project and Portfolio Management 9.3 Adoption Readiness Tool (ART)

Transcription

1 Course Outline HP Project and Portfolio Management 9.3 Adoption Readiness Tool (ART) HP PROJECT, PORTFOLIO, AND PROGRAM MANAGEMENT (PPM) 9.3 Course Description This PPM 9.3 learning solution offers end users who are new to the HP PPM topics Project, Portfolio, and Program Management the opportunity to develop experience in applying the fundamental concepts, principles, and methodologies for managing project, portfolio, and program components of PPM. This course is recommended for individuals who are responsible for managing projects, portfolios, and programs for the organization. The simulations in this course use PPM version 9.3. Target Audience: This course is recommended for project managers, portfolio managers, business analysts, and program managers. The HP ART Project, Portfolio, and Program Management (PPM_A) learning solution enables users of HP Project, Portfolio, and Program Management 9.3 to: Forecast, plan, staff, schedule, and manager your projects. Manage and analyze resource requirements, skills, demand, and capacity. Monitor and track project task assignments. Describe the Portfolio Management tools and their functions. Define and link business objectives to proposals, projects, and assets. Create, process, and evaluate proposals. Create, implement, and evaluate projects. Declare and review assets. Link budgets, staffing profiles, and financial benefits to proposals, projects, and assets. Build scenario comparisons. Create and update program definitions. Associate projects to a program. Define program metrics and exception rules and set program access restrictions. Create and process scope changes, risks, and issues across projects. January 2015

2 About ART HP s Adoption Readiness Tool (ART) provides initial and ongoing enablement to your users in order to ensure that you get the most out of your software. ART is a cost-effective, comprehensive IT education, documentation and performance support solution. ART provides pre-built simulation-based courses in HP Software that can be accessed by users anytime, anywhere. ART courses are available as a licensed product for you to customize to match your environment and deploy onsite for online quick reference guides, business process documentation, test scripts, learning material and performance support. As an alternative, we offer a subscription to our pre-built content only through Interactive Training by ART. Contact us today to discuss your full ART solution. ART content provides easy access to self-paced learning content - enabling your users to not only dive into an online course, but also to gain direct access to individual components in order to quickly master specific tasks. Access printable job aids targeted towards specific application tasks. View or practice a task in a simulated environment. Experience full learning with key terms & concepts, product demonstrations and self-assessments by viewing the entire course. Regardless of which route chosen, users will gain an understanding of the important key concepts, as well as gain competency in both the navigation and functionality of the application.

3 HP Project, Portfolio, and Program Management ART Project Management to Project Management Use the PPM Interface Use Project Management Create a Project Manage and Allocate Resources About Project Management Elements of a Project * Project Management Roles PPM Roadmap PPM Dashboard and Login Components Log In to the PPM Dashboard* Personalize the Dashboard* Portlets Overview Personalize Portlets* Create Notes* Create References* Run a Search* Create and Schedule Reports* About My Tasks Portlet Project Portlets* Project List Portlet Search for a Project * Define Project Participant Groups Initiate a New Project * Review Project Details * Adjust Project Policies * Restrict Project View Access * Declare Project Managers and Stakeholders * Resource Management Resource Supply Model Resource Pools: Overview Manage a Resource Pool Resource Pool Page Staffing Profile Resource Profiles: Overview Resource Profiles: Role/Skill Tab Resource Profiles: Calendar Tab Resource Profiles: Time Management Tab Resource Profiles: Capacity/Load Tab Add Resources to a Resource Pool *

4 Analyze Pool Capacity * Allocate Resources * Repeating the Process Define and Request Resources Define and Build a Work Plan Assign Resources Schedule the Work Plan Staffing Profile Overview Define a Position Requirement * Enter Effort Estimates * Send Resource Requests * Repeating the Process Work Plan Views Schedule View Actuals View Costing View Earned Value View Gantt View Printing View Custom View Quick View Editing and Navigation Tools Page Navigation Filter Expand Task Details Schedule Work Plan Export Work Plan Edit Actions Create a Work Plan from Scratch * Create a Work Plan from a Template * Add a New Task* Create a Task List* Add Predefined Tasks from a Work Plan Template* Assign Resources About Policies About Resource Finder Project Resource Usage* Associate a Role to a Task* Assign a Named Resource* Assign the Same Resources to Multiple Tasks* About Scheduling Constraints

5 About Errors and Warnings Define Predecessor Requests* Schedule a Constraint* Set Milestones* Create a Baseline* Compare Baselines* Plan the Project Cost Manage the Project Execution About Financial * About Project Policies About Cost and Earned Value Alerts About Financial Management Add Forecasts and Actuals * Add a Cost Line * Modify Forecasts and Actuals * My Tasks Monitor the Project Schedule Schedule Issues and Cost Health * Activate the Work Plan * Track Milestones * Manage the Project Process Process a Project Issue * Process a Project Risk * Process a Scope Change Request * Track Project Costs * Track Project Health * Override Project Health * *Indicates Simulation

6 Portfolio Management to Portfolio Management Use the PPM Interface Define Business Create, Track, and Process Proposals Create a Financial Portfolio Management Defined What is a Dashboard? What is a Portfolio? Benefits of Portfolio Management PPM Roadmap PPM Dashboard and Login Components Log In to the PPM Dashboard* Personalize the Dashboard* Portlets Overview Personalize Portlets* Create Notes* Create References* Run a Search* Create and Schedule Reports* Establish Business Define Business * Review Business * Proposal Development Process Phase 1: Create a Proposal Create a Proposal * Phase 2: Track a Proposal Track a Proposal * Phase 3: Process a Proposal Process a Proposal * Forecasting Financial Benefits Create a Financial *

7 Create a Budget Create a Staffing Profile Add Value and Risk Ratings Initiate and Monitor Projects Asset Management Filter and Customize Your Portfolio Create Scenario Comparisons Create and Estimate a Budget Create an Approved Budget * Estimate Staffing Requirements Create a Staffing Profile * Evaluation Criteria Add Value and Risk Ratings * Project Created Initiate a Project * Monitor a Project Benefits Declare an Asset * Personalized Portlets Monitor an Asset * Review an Asset Filter the Portfolio Map Filter the Portfolio by Category Portlet Customize the Portfolio Map Analyze Your Current Portfolio * Scenario Comparison Create a Scenario Comparison * About Scenario Details * Organize Scenarios * Use Comparison Views Compare a Scenario against a Budget Compare a Scenario against a Resource Pool

8 *Indicates Simulation Program Management to Program Management Use the PPM Interface Establish Business About Program Management Program Management Functions * Program Management Portlets* PPM Roadmap PPM Dashboard and Login Components Log In to the PPM Dashboard* Personalize the Dashboard* Portlets Overview Personalize Portlets* Create Notes* Create References* Run a Search* Create and Schedule Reports* Define Business * Review, Update, Delete Business *

9 Work with Programs Create a Program Definition* Associate a Project to a Program * Define Program Metrics* Set Program Access Restrictions* Manage Programs Scope Changes Create, Scope Change Request* Monitor a Scope Change Process a Scope Change* Risks Create a Risk * Process a Risk* Issues Create an Issue* Process an Issue* Analyze a Program * *Indicates Simulation Copyright 2015 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein