Overview Flashcards
What is the purpose of PPS
provides a simplified, team-oriented approach to Project Portfolio Management and IT development by combining several individual applications
What are the six applications in the Project Portfolio Suite
Demand Management, Project Management, Program Management, Software Development Life Cycle (SDLC), Test Management, Resource Management
What roles does the project_manager role for PPS include
manager roles for all of the applications included
What role is installed with the PPS
it_portfolio_manager - has access to all portfolios, also has the same access permissions as a project user and a demand manager
What are the two ways to create a new project?
project > projects > create new project > projects > Workbench ; then click new Project
Where can phases, tests and milestones be added and edited
from the Project Workbench
What is the purpose of the SDLC integration with PPS?
The Software Development Life Cycle (SDLC) allows for a combination of waterfall and agile methods for project management and development
What does the SDLC integration provide as far as process flow? (7 things)
- Create a group and add group members 2. Create sprints 3. Assign groups to projects from the project workbench 4. Maintain group and project backlogs 5. Perform group sprint planning 6. Create Stories, including one-off stories that are not related to projects 7. Track progress in stories, phases, and projects
What is the application added when SDLC is activated and what are the four modules that come with it
The Agile application is activated and agile comes with: Stories - displays the stories list, which shows a list of current active stories and the associated projects. Groups - displays the groups list, which allows a list of current groups. Click a group to open the group form. Create and plan sprints, manage stories, view velocity charts, and view story points by sprint from the group form My stories - displays a list of stories assigned to the current user Sprint planning - Displays the sprint planning form for the selected group. Use this form to see the group capacity and points allocated for each sprint. Also use this form to manage the project backlog and assign stories to sprints.
What are the four tasks added to the project workbench with Software Development Life Cycle
Create an Agile phase for a project Assign a group to an Agile phase within a project Select an Agile phase to display the project-related stories in the list view. Use the manage Stories button to open the manage stories form
What is the description of the term: Portfolio
A collection of demands managed as a group to achieve strategic and operational objectives.
What is the description of the term: Assessable Record
A record that links the record you want to evaluate, such as the company record for Amazon or the user record for a sales representative, to a metric type, such as demand
What is the description of the term: Metric
A trait or value used to evaluate assessable records
What is the description of the term: Metric Type
A characteristic that defines a set of records you want to evaluate. Demand management comes with the metric type demand, which uses records from the demand [dmn_demand] table
What is the description of the term: Metric Category
A theme for evaluating assessable records. Categories contain one or more individual metrics, which define specific traits or values that comprise the theme. Examples of categories include return on investment and cost. You need to set filter conditions to control which assessable records to evaluate for the metrics in a category.
Stakeholder
A person who may be affected by the demand or who has interest in the demand.
Scorecard
A visual breakdown of an assessable record’s performance based on assessment results. Use scorecards to view a variety of data summaries for one assessable record and to compare the ratings with those of other assessable records
Requirement
An additional item that must be present or an additional action item that must be finished before a demand request should be closed.
What are the three steps in the Demand Management Process Flow and what happens in each
- Creating Demands - Demand managers and demand users can create demands using the Demand Management application. Users can create demands from the Can We Help You category of the service catalog by clicking Submit Idea
- Enhancing Demands - Demand managers can enhance a demand request by adding stakeholders, requirements, risks, decisions, and resource plans.
- Assessing demands - Decision makers can use assessment results and the demand backlog when determining which demands to approve or reject.
what roles are contained within the following role: it_demand_manager
it_project_user
resource_user
timeline_user
demand_manager
it_demand_manager
what roles are contained within the following role: it_demand_user
it_demand_user
itil
Describe what happens in each of the following stages of the Demand Management Life Cycle:
Creating a Demand
Viewing a list of demands
Enhancing a demand
Assessing a demand
- To create a demand
- a user submits an idea and the demand manager approves the idea, automatically creating a demand from that idea.
- viewing a list of demands
- the demand manager views demands on the demand workbench or from a list view
- Enhancing demand
- the demand manager can send the dmeand to screening, which sends assessments to stakeholders
- Assessing a demand
- The demand manager can screen the dmeand and send surveys to stakeholders t ocomplete assessments
- The demand manager can set the state of the demand to qualify, defer, or incomplete.
- demands can be analyzed and approved using the demand workbench.
- Creating an artifact
- The demand manager creates a project, enhancement, change or defect
What are the states of demand?
- Draft
- A submitted idea has been accepted by the demand manager. After reviewing or editing the record the manager can: update, submit, delete
- Submitted
- An accepted idea creates a demand record and the demand manager submits the demand. After reviewing or editing the manager can do the following
- Update - changes are made, remains in current state
- Screen - Demand moved to screening state
- Qualify - Demand moved to qualified state
- Defer - Demand moved to defered state
- Incomplete - Moved to incomplete state
- Delete - record deleted
- An accepted idea creates a demand record and the demand manager submits the demand. After reviewing or editing the manager can do the following
- Screening
- The demand initiates assessments for the demand. After reviewing you can: update, qualify, defer, delete
- Qualified
- The demand has been qualified and is ready for review. options include: update, approve, defer, delete
- Approved
- Demand is approved, after reviewing you can: update, close, delete
- Completed
- Demand is completed
What are the two categories of demands and what type of demands are under each category
A demand can be:
- Operational
- Change
- Defect (available with SDLC-SCRUM plugin)
- Strategic
- Project
- Enhancement (available with SDLC-SCRUM plugin)
