Using Project and Portfolio Management 10.x (PPM125)


Course Overview

This four-day course is designed to familiarize you with the Project and Portfolio Management (PPM) application and how it can be used to organize and run your strategic projects. Hands-on lab exercises provide you with the opportunity to explore and apply the Project Management tools and best practices for managing a project’s schedules, resource demands and capacity, estimated and actual costs, and its overall health.

Who should attend

This course is recommended for project managers, portfolio managers, and PMO personnel who intend to use PPM in planning, executing, and monitoring both small-scale and large-scale projects.


To be successful in this course, you should have the following prerequisites or knowledge:
  • Experience with Windows operating systems
  • Knowledge of relational databases and database terminology
  • Some experience with the Project and Portfolio Management (PPM) software isbeneficial

Course Objectives

Upon successful completion of this course, you should be able to:
  • Utilize planning strategies and Project Management features to effectively forecaststaffing requirements, budgets, and resource commitments
  • Define the projected costs, resources, and time necessary to execute a project
  • Determine if the available resources on your team have the skills required for yourproject tasks
  • Analyze the impact of your project requirements on your organizational resources andbudget
  • Use Dashboard portlets, reports, and analysis graphs to communicate the status of yourproject to your executive team and analyze your IT portfolio
  • Identify the common roles and responsibilities of users of Portfolio Management:business analysts, program managers, portfolio managers, administrators, and executivesponsors
  • Utilize planning strategies to effectively forecast staffing requirements, budgets, andresource commitments for a portfolio
  • Analyze the impact of your Portfolio requirements on your organizational resources andbudget

Course Content

Module 1: Course Overview
  • Course objectives
  • Class topic schedule
  • Daily schedule
  • Instructor and student introductions
  • Class Logistics
  • Participants requests
  • MyRooms tour
  • MyRooms toolbar
  • Indicating your status
  • Annotations
  • Information about eBooks
  • Related courses and learning path
  • Certification
  • Summary
  • Feedback
Module 2: Personalizing Your Dashboard
  • Recognize the options that end users have for personalizing theirdashboards
  • Set portlet display preferences
  • Add, remove, and rearrange portlets in your dashboard
  • Use preconfigured dashboard pages
Module 3: Introduction to Project Management
  • Identify the solutions that Project Management provides, and how thesesolutions integrate with Demand Management, Portfolio Management,and Program Management
  • Recognize the phases of the project management lifecycle and how eachis supported in Project Management
  • Identify the roles involved in each phase of the project managementlifecycle
Module 4: Creating a Project
  • Create a new project
  • Identify the elements of a project definition
  • Recognize the purpose of project types
  • Enter basic project parameters
  • Determine the type of roles to assign to project participants that will allowthem the right level of access to the project
  • Process and track a project through its workflow
Module 5: Defining Resource Requirements
  • Describe the building blocks that PPM Center uses to model yourorganization’s resource supply
  • Identify what information you can find in resource profiles, calendars, andorganization units and how you can use them when selecting andscheduling resources
  • Create a staffing profile to define the resource requirements of yourproject
  • Use the staffing profile to request resource allocations from resourcemanagers
Module 6: Building a Work Plan
  • Identify the functions of a work plan
  • Create and edit a work plan
  • Use different work plan views
  • Export the work plan for use in an environment other than PPM Center
  • Create a work plan baseline
Module 7: Assigning Resources
  • Analyze resource pool capacity and assignment load
  • Use the Resource Finder utility to identify resource availability and skillsmatch
  • Assign resources to a task
  • Adjust scheduled effort for assigned resources
Module 8: Working with the Project Financial Summary
  • Forecast costs and benefits for projects
  • Capture actuals for projects and roll these costs up to programs
  • Monitor project costs against plan and against approved budget
  • Automatically roll up actual labor costs to the project costs based onactual efforts reported from the work plan
Module 9: Configuring Work Plan Templates and Project Types
  • Create a work plan template
  • Create a project type
  • Configure project policies
Module 10: Managing Project Execution
  • Activate a work plan and track how task and schedule information isdistributed to the project sponsors and resources
  • Use the Project Overview page to monitor overall project health andtimeline
  • Interpret the information provided by the graphical status indicators inthe Project Overview page
  • Identify the project policies that drive how project health is calculated
  • Submit and monitor project issues, risks, and scope changes from theProject Overview page
Module 11: Scheduling the Work Plan
  • Link a task to other tasks within the same work plan, tasks from otherwork plans, and requests that are processed through DemandManagement
  • Define scheduling constraints to control the start and finish dates of agiven task
  • Set up a milestone to alert you of the schedule and completion ofsignificant events during the project execution
  • Interpret error and warning messages that are generated after a schedulerun and identify possible solutions for resolving them
  • Use visualizations in the work plan to track tasks in the critical path
  • Identify Work Plan, Project Fields, and Scheduling project settings thataffect how a work plan is built and scheduled
Module 12: Analyzing Project Finances
  • Use work plan views to analyze the ongoing costs of a project
  • Define cost rate rules for calculating the labor costs
  • Modify the cost factors for a resource
  • Analyze the cumulative and current costs for your projectse
Module 13: Using Time Management
  • Create, update, and submit a new time sheet
  • Approve time sheets submitted by your project team members
  • Personalize your Dashboard to use Time Management portlets
  • Configure a project to use Time Management to track actual project effort
  • Configure a project to use Time Management to calculate actual laborcosts
Module 14: Using Program Management
  • Explain the benefits of a program management strategy
  • Create a new program
  • Link your projects to an existing program
  • Submit risks and issues for review by a program manager
  • Use Dashboard portlets to manage program risks and issues
Module 15: Microsoft Project Integration
  • Choose an integration strategy for integrating Microsoft Project and PPM
  • Identify the minimum system requirements for integrating MicrosoftProject and PPM
  • Export a Microsoft Project plan to PPM
  • Import a PPM work plan into Microsoft Project
  • Synchronize a work plan between PPM and Microsoft Project
Module 16: Portfolio Key Concepts
  • Describe an end-to-end portfolio management scenario from proposalthrough asset recognition
  • Submit a proposal, including basic information such as the businessobjective and high-level requirements
  • Review and process a step in a previously submitted proposal
Module 17: Developing Proposal Staffing Requirements
  • Forecast staffing requirements for a proposal
  • Create a staffing profile in PPM
  • Link a staffing profile to an active proposal
  • Update the fields on an active staffing profile
Module 18: Working with Financial Summaries
  • Develop a high-level justification for a proposal
  • Work with the Financial Summary of a proposal
  • Enter the cost forecasts and actuals in PPM
  • Update the approved budget for a proposal
  • Enter the benefit forecasts and actuals in PPM to illustrate and tracknominal return
Module 19: Building a Portfolio
  • Add value and risk ratings to a proposal
  • Take action to process a proposal through to closure
  • Add a new project to your portfolio
  • Add a new asset to your portfolio
Module 20: Analyzing a Portfolio
  • Locate and review the health of a project created by an approvedproposal
  • Identify high-risk projects and assets in your portfolio
  • Personalize your Dashboard to monitor projects, proposals, and assets
  • Create personalized Dashboard pages to monitor the status of yourresources and budgets
  • Build scenario comparisons that simulate the consequences of approvingnew proposals or terminating current projects or assets
  • Create a new scenario comparison with proposals, projects, and assets tobe evaluated
  • Add what-if comparisons of approving or terminating the projects orassets contained in a scenario comparison
  • Generate graphs that compare each scenario by cost, by resource needs,and by anticipated financial benefits

Preise & Trainingsmethoden

Online Training

4 Tage

Preis (exkl. MwSt.)
  • 1.751,– €
Classroom Training

4 Tage

Preis (exkl. MwSt.)
  • Deutschland: 1.751,– €
  • Schweiz: 1.751,– €


Garantietermin:   Kursdurchführung unabhängig von der Teilnehmerzahl garantiert. Ausgenommen sind unvorhersehbare Ereignisse (z.B. Unfall, Krankheit der Trainer), die eine Kursdurchführung unmöglich machen.
Instructor-led Online Training:   Kursdurchführung online im virtuellen Klassenraum.


Zeitzone: Mitteleuropäische Sommerzeit (MESZ)   ±1 Stunde

Online Training Zeitzone: Mitteleuropäische Sommerzeit (MESZ) Kurssprache: Englisch Garantietermin!