Detailed Course Outline
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
Module 4: 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 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 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