PPM120 – PPM Center 10.x Essentials

Module 1: Course Overview

• Review course objectives
• Review the class schedule
• Review class logistics and daily schedule
• Review virtual classroom settings
• Conduct introductions
• Review eBooks
• Review related courses and learning path
• Review certifications

Module 2: Processing Requests and Packages

• Identify the Project and Portfolio Management (PPM) Center applications and the solutions they provide
• Create and process requests
• Create and process packages
• Update tasks and track project status

Module 3: Managing User Accounts and Licenses

• Create user accounts
• Define the appropriate authentication settings for each user account
• Grant licenses that are relevant to the roles of each user

Module 4: Managing Security

• Identify the different security layers that can be implemented in HP Project and Portfolio Management (PPM) Center
• Organize users and assign them access grants according to the common tasks they perform in PPM Center

Module 5: Personalizing Your Dashboard

• Recognize the options that end users have for personalizing their dashboards
• Set portlet display preferences
• Add, remove, and rearrange portlets in your dashboard
• Use preconfigured dashboard pages

Module 6: Configuring Dashboard Modules

• Create a new dashboard module
• Describe the options for delivering dashboard modules
• Configure shared and self-service modules

Module 7: Designing Workflows

• Analyze the components of a business process
• Translate a business process into terms in HP Project and Portfolio Management (PPM) Center
• Design a complete workflow

Module 8: Configuring Basic Workflows

• Create a workflow definition
• Use workflow step sources to define the steps in a workflow
• Add transitions to link workflow steps
• Designate individuals and groups who can act on workflow steps
• Attach email notifications to workflow steps

Module 9: Configuring Decision Step Sources

• Recognize when to create new decision step sources
• Configure a decision step source
• Use workflow step timeouts
• Use polling decision steps
• Configure steps that allow for delegation

Module 10: Controlling Data Integrity Using Validations

• Use the Validations Workbench to create validations
• Identify the different validation component types available for workflow step sources
• Identify the different validation component types available for data fields

Module 11: Working with CloudSlang

• Describe the components of a request process
• Define the general tasks in building a request process
• Design and configure request workflows

Module 12: Request Type and Request Header Type Overview

• Plan the data requirements of a request process
• Describe the relationship between a request type and its request header type
• Organize data fields across a request type and request header type

Module 13: Configuring Request Header Types

• Create new request header types
• Configure the attribute, default, storage, and security settings of data fields
• Modify standard request header type fields
• Add field groups to a request header type

Module 14: Configuring Request Types

• Design and configure request types to contain data fields and business rules for collecting and storing request information
• Configure and add a table component into a request type
• Arrange the request type layout
• Restrict the use of a request type to a limited group of users
• Link a request type to its corresponding workflow
• Build different levels of help contents within a request type
• Define notifications to be automatically sent out on specific field changes

Module 15: Configuring Project Types

• Create a project type
• Configure project policies

Module 16: Using Request Types Rules

• Identify requirements for using request type rules
• Create and apply requests type rules

Module 17: Using Request Statuses and Status Dependencies

• Create new request statuses
• Define the request statuses that a request type will use
• Assign request statuses to workflow steps
• Identify when status dependency rules are required
• Define status dependency rules to conditionally set data field

Module 18: Automating System Executions in Requests

• Configure a request type to include command codes that run system executions and application routines
• Configure a workflow step source to invoke request type commands
• Set up a workflow to designate when request type commands will be executed within a process

Module 19: Integrating Parallel Request Processes

• Recognize requirements for integrating parallel request processes
• Identify the options users have when creating request-request relationships
• Define security permissions that will allow users to create controlling relationships between requests
• Set up designated steps in the request workflow for spawning new requests

Appendix: Creating Your Own User Account

• Creating a new user account
• Giving your user account access to the required PPM functionality