Course Overview
TOPDuring 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
TOP05/25/23 - 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
TOPModule 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
TOPCompletion 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
TOPThe 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