Course structure
Module 1: Course Overview
• Review course objectives
• Review class logistics and daily schedule
• Review virtual classroom settings
• Conduct introductions
Module 2: Processing Requests and Packages
• Identify the Project and Portfolio Management (PPM) 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 PPM
• Organize users and assign them access grants according to the common tasks they perform
in PPM
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
• Share private dashboard pages
• Export dashboard pages
Module 6: Configuring Dashboard Modules
• Create a new dashboard module
• Describe the options for delivering dashboard modules
• Configure shared and self-service modules
• Configuring landing pages
Module 7: Designing Workflows
• Analyze the components of a business process
• Translate a business process into terms in Project and Portfolio Management (PPM)
• 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
• Pick workflow key steps
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 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: Using Request Types Rules
• Identify requirements for using request type rules
• Create and apply requests type rules
Module 16: 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
Module 17: 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 18: Set Up Request Layout
• Use the Requests page
• Use the Request Type editor
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
