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Kód školení: PPM120

PPM Center 9.x Essentials Training

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.

Obsah školení

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 HP 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 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: Configuring
Request Processes
• Describe the components of a request process
• Define the general tasks in building a request processMicro Focus Education - 4 -
© Copyright 2017 Micro Focus
• 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 its 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 properties
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

Předpokládané znalosti

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

Cena školení

41.600,- Kč bez DPH
50.336,- Kč s DPH

Termíny školení

Momentálně nejsou vypsané žádné termíny kurzu. Napište nám o termín.

Virtuální kurz

Datum Jazyk kurzu Délka kurzu
17. května 2021 Angličtina 4 dny Registrovat

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