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Project Portfolio Management (PPM) Fundamentals

SS Course: GK821281

Course Overview

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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

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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

Outline

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Module 1: Project Portfolio Management Introduction

Objectives:

  • 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

Objectives:

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

Labs:

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

Objectives:

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

Labs:

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

Objectives:

  • 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

Labs:

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

Objectives:

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

Labs:

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

Objectives:

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

Labs:

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

Objectives:

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

Labs:

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

    Prerequisites

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    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

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      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