Course structure
Module 1: Course Overview
This module reviews the course objectives, schedule, and responsibilities of the students and the instructor.
Module 2: Introduction to Portfolio Management
- Understand 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
- Understand at a high level how RM in PPM works and what are its main configurations
- Understand the role of the Resource Manager
- Understand how Team Management fits into Resource Management
Module4: Financial Management Fundamentals
- Describe how Financial Management (FM) fits into Portfolio Management
- Understand 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
- Understand what a project type and their purpose is
- Identify what the different project policies are and how they determine how a project is executed and managed
- 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
- How to 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
Module 11: Building a Work Plan
How to create a project work plan/schedule
Understand the different available features
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 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
- Understand 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: Understanding Program Management
- Describe how program management fits in with the other modules
- Understand what a program type is
- 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 Portfolios
- Work with Theme and Value-Driven portfolio
- Understand business objectives
- Understand Strategy and Initiative
- Manage strategic themes and KPIs
Module 17: Advanced Scenarios and Options
- Understand What-If Analysis and Scenario Comparisons
- Review options for integrating with other software including Agile tools
