PPM Center 9.x Essentials Training (PPM120)

Detailed Course Outline

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 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 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