Course structure
Module 1: Course Overview
▪ Review course objectives
▪ Review the class schedule
▪ Review class logistics and daily schedule
▪ Review virtual classroom settings
▪ Conduct introductions
▪ Review eBooks
▪ Review related courses and learning path
▪ Review certifications
Module 2: Processing Requests and Packages
▪ Identify the Project and Portfolio Management (PPM) Center 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
Module4: Managing Security
▪ Identify the different security layers that can be implemented in HP Project and Portfolio Management (PPM) Center
▪ Organize users and assign them access grants according to the common tasks they perform in PPM Center
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
Module 6: Configuring Dashboard Modules
▪ Create a new dashboard module
▪ Describe the options for delivering dashboard modules
▪ Configure shared and self-service modules
Module 7: Designing Workflows
▪ Analyze the components of a business process
▪ Translate a business process into terms in HP Project and Portfolio Management (PPM) Center
▪ 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: Working with CloudSlang
▪ Describe the components of a request process
▪ Define the general tasks in building a request process
▪ Design and configure request workflows
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: Configuring Project Types
▪ Create a project type
▪ Configure project policies
Module 16: Using Request Types Rules
▪ Identify requirements for using request type rules
▪ Create and apply requests type rules
Module 17: Using Request Statuses and StatusDependencies
▪ 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 18: 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 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
Appendix: Creating Your Own User Account
▪ Creating a new user account
▪ Giving your user account access to the required PPM functionality
