Call : (+91) 968636 4243
Mail : info@EncartaLabs.com

MicroFocus Project and Portfolio Management (PPM) Center

( Duration: 4 Days )

This MicroFocus PPM Center training course is an ideal way to launch your Project and Portfolio Management (PPM) Center implementation, and will create a solid foundation for your implementation decisions. You will learn the design and configuration of the major setup components of Project, Portfolio, and Demand Management to enable automation of your organization's processes.

By attending MicroFocus PPM Center workshop, delegates will learn to:

Identify business processes that can be automated through PPM Center
Write basic design requirements for a PPM Center implementation
Create and process requests by using PPM Center
Set up user accounts to define who has access to PPM Center and what functionalities they have permission to use
Personalize your PPM Center dashboard according to your specific requirements as an end user
Publish and distribute dashboard modules
Design and configure request workflows to automate request resolution processes
Configure request types to identify information that needs to be collected during request resolution processes
Identify requirements for integrating request and package processes

Experience with Windows operating systems
Knowledge of relational databases and database terminology

The MicroFocus PPM Center class is ideal for:

Users of the PPM Center software

COURSE AGENDA

Course Overview

Processing Requests and Packages

Identify the MicroFocus 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

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

Managing Security

Identify the different security layers that can be implemented in Project and Portfolio Management (PPM) Center
Organize users and assign them access grants according to the common tasks they perform in PPM Center

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

Designing Workflows

Analyze the components of a business process
Translate a business process into terms in Project and Portfolio Management (PPM) Center
Design a complete workflow

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

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

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

Configuring Request Processes

Describe the components of a request process
Define the general tasks in building a request process
Design and configure request workflows

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 its request header type

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

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

Configuring Project Types

Create a project type
Configure project policies

Using Request Types Rules

Identify requirements for using request type rules
Create and apply requests type rules

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 properties

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

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

Encarta Labs Advantage

One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
All courses are delivered by Industry Veterans
Get jumpstarted from newbie to production ready in a matter of few days

Trained more than 50,000 Corporate executives across the Globe
All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

Top

Notice