Course Overview
Take your skills beyond the Project and Portfolio Management (PPM) Essentials course by learning how to configure advanced process logic and automation in your PPM implementation. Through discussions and hands-on exercises, you learn to modularize processes into sub workflows, use condition checks to direct parallel workflow branches, automate system executions and database updates, and build custom portlets and reports. The class consists of approximately 50% lecture and 50% hands-on lab exercises. The hands-on lab exercises use version 10.01 of the software.
This course is designed for users who have taken HPE PPM120 – PPM Center 10.x Essentials and are ready to move to advanced topics.
Who should attend
Experienced PPM users who configure the PPM Center software
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
- Attend PPM120 – PPM Center Essentials training
Course Objectives
Upon successful completion of this course, you should be able to:
- Apply condition steps to direct parallel processes within a workflow
- Configure token and Structured Query Language (SQL) execution steps to define data-dependent routing rules
- Configure workflow step commands and Procedural Language (PL) execution steps to automate system executions at the workflow step level
- Build sub workflows and call them from within a parent workflow
- Execute special commands to update parameter fields, run shell scripts, and other system operations
- Customize Project and Portfolio Management (PPM) Center entities by configuring custom user data fields
- Design and configure custom portlets
- Set up and update the Rules Markup Language (RML) schema
- Execute a third-party reporting application to retrieve data from the RML schema
- Configure report types to define custom report data and formats
Course Content
- Module 1: Course Overview
- Module 2: Using Condition Steps
- Module 3: Defining Data Dependent Routing Using Execution Steps
- Module 4: Storing and Retrieving Information Using Workflow Parameters
- Module 5: Automating Executions within Workflow Steps
- Module 6: Creating Subworkflows
- Module 7: Using Subworkflows
- Module 8: Using Advanced System Special Commands
- Module 9: Using Custom Special Commands
- Module 10: Configuring Custom Entity Fields
- Module 11: Configuring Context-Sensitive User Data
- Module 12: Configuring Portlet Data Sources
- Module 13: Configuring Portlet Definitions
- Module 14: Using the RML
- Module 15: Configuring Report Types