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Project Portfolio Management (PPM) Fundamentals

SS Course: GK821281

Course Overview


During this two-day interactive training course, students access the ServiceNow platform in their own student instance, which is a safe sandbox loaded with demo and test data.

The course follows a fictitious company and their journey as they work within ServiceNow s Project Portfolio Management application. The class features lectures, group discussions, demonstrations, and extensive hands-on practice completed through a variety of lab exercises.


Scheduled Classes

05/25/23 - GVT - Virtual Classroom - Virtual Instructor-Led
06/13/23 - GVT - Virtual Classroom - Virtual Instructor-Led
06/27/23 - GVT - Virtual Classroom - Virtual Instructor-Led



Module 1: Project Portfolio Management Introduction


  • Review the ServiceNow Project Portfolio Management products
  • Explore the architecture and roles within Project Portfolio Management
  • Discover Project Portfolio Management applications

Module 2: Demand Management


  • Demonstrate how to submit and screen demands
  • Identify how to assess and qualify demands
  • Examine Demand Workbench and Roadmap


Lab 2.1: Submit a Demand

  • Create a demand
  • Enhance a demand
  • Create a demand task
  • Submit a demand
  • Associate costs and resource plans with a demand

Lab 2.2: Screen a Demand

  • Add demand risks
  • Validate assessment recipients
  • Complete demand assessments

Lab 2.3: Create a Project from a Demand

  • Modify the Demand form
  • Review assessment metric results
  • Approve demands through creating a project
  • Navigate through the Demand Workbench, Demand Roadmap, and Project CIO Roadmap

Module 3: Set Up a Project


  • Demonstrate how to initiate a project in ServiceNow
  • Understand the use of project tasks
  • Discover project creation features


Lab 3.1: Create a New Project and Project Tasks

  • Create a Project
  • Modify a Project form
  • Add notes and comments to a project
  • Create and assign a single project task
  • Create and update multiple project tasks

Lab 3.2: Project Creation Options

  • Create a project from:
  • A copy of another project
  • A project template
  • A Microsoft Project import
  • Create a template from a project

Module 4: Planning a Project


  • Describe Project Workspace and Planning Console
  • Discover how to manage project tasks, relationships, schedule slips, risks, issues, and costs
  • Identify how to monitor and report on project status


Lab 4.1: Create Project Tasks in Planning Console

  • Add tasks and subtasks in the Planning Console
  • Set task durations in the Planning Console
  • Build out project relationships, set milestones, and establish a project baseline

Lab 4.2: Manage Project Activities

  • Monitor schedule slips
  • Export a baseline
  • Track risks and issues
  • Create cost plans and expense lines
  • Create a status report

Module 5: Tracking a Project


  • Describe Project Workbench
  • Examine waterfall, Agile, and hybrid projects
  • Identify how to manage project phases, tasks, and stories


Lab 5.1: Define a Waterfall Project

  • Create a waterfall project
  • Add phases and project tasks in the Project Workbench and the Project form

Lab 5.2: Define an Agile Project

  • Review Agile groups and add team members
  • Create an Agile phase
  • Associate existing and new stories to an Agile phase

Lab 5.3: Manage a Hybrid Project

  • Manage a hybrid project
  • Create and manage a test phase
  • Create a milestone and manage project tasks and stories

Module 6: Resource Management


  • Discover how to create and manage resource plans
  • Recognize key components of the resource workbench
  • Examine resource costs and timecards


Lab 6.1: Request Resources ? Create a new resource plan based on resource availability

  • Manage and request a resource plan

Lab 6.2: Confirm and Allocate Resources

  • Create soft allocations
  • Create hard allocations

Lab 6.3: Submit a Time Card

  • Submit actual time against a resource plan and project
  • Approve a time card

Module 7: Program and Portfolio Management


  • Recognize key components of building programs and portfolios
  • Discover the Program Workbench
  • Demonstrate how to plan a portfolio


Lab 7.1: Create and Manage a Program

  • Define a program
  • Relate program assets
  • Use the Program Workbench

Lab 7.2: Plan and Manage a Portfolio

  • Add demands and projects to a program/portfolio
  • Create planning scenarios
  • Compare scenarios to determine which is most beneficial
  • Confirm a scenario
  • Track a portfolio



    Completion of ServiceNow Fundamentals course is recommended prior to this course. In lieu of completing the ServiceNow Fundamentals course, attendees should have a basic understanding of navigation within ServiceNow.

      Who Should Attend


      The ServiceNow Project Portfolio Management Fundamentals course is for Customers, Partners, and Employees who utilize features, functions, and data associated with Project Portfolio Management. An attendee is a good fit for this course if they perform or advise on any of the following roles or job responsibilities:

      • emand/Project/Resource/Program/Portfolio Manager or Process Owner
      • emand/Project/Resource/Program/Portfolio User