Kursüberblick
This four-day instructor-led training course is an ideal way to launch your Project and Portfolio Management (PPM) Center implementation, and will create a solid foundation for your implementation decisions. An experienced instructor will guide participants using hands-on exercises through the design and configuration of the major setup components of Project, Portfolio, and Demand Management to enable automation of your organization's processes. The class consists of approximately 50% lecture and 50% hands-on lab exercises. The hands-on lab exercises use version 9.3 of the software.
This course is designed for users who are new to HP Project and Portfolio Management and are chartered to configure the software for the organization.
Zielgruppe
Configurers of the PPM Center software
Voraussetzungen
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
Kursziele
Upon successful completion of this course, you should be able to:
- Identify business processes that can be automated through PPM Center
- Write basic design requirements for a PPM Center implementation
- Create and process requests by using PPM Center
- Set up user accounts to define who has access to PPM Center and what functionalities they have permission to use
- Personalize your PPM Center dashboard according to your specific requirements as an end user
- Publish and distribute dashboard modules
- Design and configure request workflows to automate request resolution processes
- Configure request types to identify information that needs to be collected during request resolution processes
- Identify requirements for integrating request and package processes
Kursinhalt
- Processing Requests and Packages
- Managing User Accounts and Licenses
- Managing Security
- Personalizing Your Dashboard
- Configuring Dashboard Modules
- Designing Workflows
- Configuring Basic Workflows
- Configuring Decision Step Sources
- Controlling Data Integrity Using Validations
- Configuring Request Processes
- Request Type and Request Header Type Overview
- Configuring Request Header Types
- Configuring Request Types
- Configuring Project Types
- Using Request Types Rules
- Using Request Statuses and Status Dependencies
- Automating System Executions in Requests
- Integrating Parallel Request Processes
Englisch