Using Project and Portfolio Management 10.x

EDU Trainings s.r.o.

Popis kurzu

Obsah kurzu

Module 1: Course Overview
This module reviews the course objectives, schedule, and responsibilities of the students and the instructor.
Module 2: Introduction to Portfolio Management

Understand and describe what is Portfolio Management
Identify the primary portfolio entities in PPM
Describe the portfolio lifecycle within PPM

Module 3: Resource Management Fundamentals

Describe how Resource Management (RM) integrates with other PPM modules and how it fits into Portfolio Management
Understand at a high level how RM in PPM works and what are its main configurations
Understand the role of the Resource Manager
Understand how Team Management fits into Resource Management

Module4: Financial Management Fundamentals

Describe how Financial Management (FM) fits into Portfolio Management
Understand at a high level how FM in PPM works and what are the main configurations

Module 5: Introduction to Project Management

Identify the solutions that Project Management provides, and how these solutions integrate with the other modules – Demand, Resource, Financial, Program, and Portfolio Management
Recognize the phases of the Project Management Lifecycle and how each phase is supported in Project Management
Identify the roles that are involved in each phase of the Project Management Lifecycle

Module 6: Creating a Proposal

Describe an end-to-end portfolio management scenario from proposal through asset recognition
Submit a proposal, including basic information such as the business objectives and high-level requirements
Review and process a step in a previously submitted proposal

Module 7: Defining Financial and Resource Requirements

As part of the proposal process, capture resource and financial requirements using staffing profiles and financial summaries
Understand the elements of a staffing profile and how forecasted resource needs interact with your organization’s resource supply
Understand the elements of a financial summary and how projected costs interact with your different organizational budgets

Module 8: Understanding Project Types and Policies

Understand what a project type and their purpose is
Identify what the different project policies are and how they determine how a project is executed and managed
Configure project policies

Module 9: Creating a Project
 Create a new in-flight project or generate from an approved proposal
 Enter basic project parameters
 Determine the type of roles to assign to project participants that will allow them the right level of access to the project
 Describe the process and track a project through its workflow
Module 10: Staffing a Project

How to use the original staffing requirements to request resource allocations from resource managers
Assume the role of the resource manager to assign and allocate resources or teams to staffing profiles
Identify the information that you can find in resource profiles, calendars, and organization units, and use that information when selecting and scheduling resources

Module 11: Building a Work Plan
 How to create a project work plan/schedule
 Understand the different available features
 Schedule tasks and activate a work plan
 Understand the different options for integrating with Microsoft Project
Module 12: Managing the Execution of a Project

Use the Project Summary page to monitor overall project health and timeline
Understand how project health indicators are calculated and other graphical status indicators
Submit and monitor project issues, risks, and scope changes from the Project Summary page
Submit timesheets against the project or work plan tasks

Module 13: Working with Project Financial Summary

Review forecasted costs and benefits and compare to manually entered actuals
Monitor project costs against plan and approved budget
Roll up actual labor costs to the project costs automatically, based on actual efforts that are reported from the work plan

Module 14: Closing a Project – Assets

Understand the purpose of an Asset as the product of a completed project in your Portfolio
Spawn an asset from a project
Review the elements of an Asset

Module 15: Understanding Program Management

Describe how program management fits in with the other modules
Understand what a program type is
Create and set up a program and link constituent lifecycle entities
Understand how information is rolled up from underlying entities
Use the different views including Timeline to gather program information

Module 16: Working with Portfolios

Work with Theme and Value-Driven portfolio
Understand business objectives
Understand Strategy and Initiative
Manage strategic themes and KPIs

Module 17: Advanced Scenarios and Options

Understand What-If Analysis and Scenario Comparisons
Review options for integrating with other software including Agile tools

Cílová skupina

This course is recommended for project managers, portfolio managers, and PMO personnel who
intend to use PPM in planning, executing, and monitoring both small-scale and large-scale projects.

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