Course Overview
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 10.1 of the software. This course is designed for users who are new to Micro Focus Project and Portfolio Management and are chartered to configure the software for the organization.
Who should attend
PPM users who configure the PPM Centersoftware.
Prerequisites
To be successful in this course, you should have the following prerequisites or knowledge.
- Experience with the Windows operating systems
- Knowledge of relational databases and database terminology
Course Objectives
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
Course Content
- Module 1: Course Overview
- Module 2: Processing Requests and Packages
- Module 3: Managing User Accounts and Licenses
- Module 4: Managing Security
- Module 5: Personalizing Your Dashboard
- Module 6: Configuring Dashboard Modules
- Module 7: Designing Workflows
- Module 8: Configuring Basic Workflows
- Module 9: Configuring Decision Step Sources
- Module 10: Controlling Data Integrity Using Validations
- Module 11: Working with CloudSlang
- Module 12: Request Type and Request Header Type Overview
- Module 13: Configuring Request Header Types
- Module 14: Configuring Request Types
- Module 15: Configuring Project Types
- Module 16: Using Request Types Rules
- Module 17: Using Request Statuses and Status Dependencies
- Module 18: Automating System Executions in Requests
- Module 19: Integrating Parallel Request Processes
- Appendix: Creating Your Own User Account