Course structure
Module 1: Course Overview
• Describe the course objectives and the topics that are presented.
• Identify the logistics of this class, including the daily schedule, features of the virtual room,
information about the eBooks, and the related courses.
• Access your lab environment.
Module 2: Introduction to Portfolio Management
• Explain 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
• Explain at a high level how RM in PPM works and what are its main configurations
• Describe the role of the Resource Manager
• Discuss how Team Management fits into Resource Management
Module 4: Financial Management Fundamentals
• Describe how Financial Management (FM) fits into Portfolio Management
• Explain 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
• Explain a project type and its purpose.
• Identify different project policies and how they determine project execution and project
management.
• 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
• 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.
• Use Team Management to assign resources and to monitor resource usage.
Module 11: Building a Work Plan
• Create a project work plan/schedule
• 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 them 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
• Explain 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: Program Management Fundamentals
• Describe how Program management fits in with the other modules.
• Explain about program type.
• 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 Portfolio
• Discuss about Theme and Value-Driven portfolios.
• Describe and manage strategic themes, business goals, and KPIs.
• Define, measure, and monitor portfolios.
Module 17: Using What-If Analysis
• Explain What-If analysis.
• Create and use What-If scenarios for continuous portfolio planning.
• Compare scenarios and analyze results.
• Explore the new What-If Analysis module.
