Using Project and Portfolio Management 10.x (PPM125)

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