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Project Portfolio Suite > Overview > Flashcards

Overview Flashcards

1
Q

What is the purpose of PPS

A

provides a simplified, team-oriented approach to Project Portfolio Management and IT development by combining several individual applications

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2
Q

What are the six applications in the Project Portfolio Suite

A

Demand Management, Project Management, Program Management, Software Development Life Cycle (SDLC), Test Management, Resource Management

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3
Q

What roles does the project_manager role for PPS include

A

manager roles for all of the applications included

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4
Q

What role is installed with the PPS

A

it_portfolio_manager - has access to all portfolios, also has the same access permissions as a project user and a demand manager

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5
Q

What are the two ways to create a new project?

A

project > projects > create new project > projects > Workbench ; then click new Project

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6
Q

Where can phases, tests and milestones be added and edited

A

from the Project Workbench

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7
Q

What is the purpose of the SDLC integration with PPS?

A

The Software Development Life Cycle (SDLC) allows for a combination of waterfall and agile methods for project management and development

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8
Q

What does the SDLC integration provide as far as process flow? (7 things)

A
  1. 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
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9
Q

What is the application added when SDLC is activated and what are the four modules that come with it

A

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.

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10
Q

What are the four tasks added to the project workbench with Software Development Life Cycle

A

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

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11
Q

What is the description of the term: Portfolio

A

A collection of demands managed as a group to achieve strategic and operational objectives.

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12
Q

What is the description of the term: Assessable Record

A

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

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13
Q

What is the description of the term: Metric

A

A trait or value used to evaluate assessable records

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14
Q

What is the description of the term: Metric Type

A

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

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15
Q

What is the description of the term: Metric Category

A

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.

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16
Q

Stakeholder

A

A person who may be affected by the demand or who has interest in the demand.

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17
Q

Scorecard

A

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

18
Q

Requirement

A

An additional item that must be present or an additional action item that must be finished before a demand request should be closed.

19
Q

What are the three steps in the Demand Management Process Flow and what happens in each

A
  • 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.
20
Q

what roles are contained within the following role: it_demand_manager

A

it_project_user

resource_user

timeline_user

demand_manager

it_demand_manager

21
Q

what roles are contained within the following role: it_demand_user

A

it_demand_user

itil

22
Q

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

A
  • 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
23
Q

What are the states of demand?

A
  • 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
  • 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
24
Q

What are the two categories of demands and what type of demands are under each category

A

A demand can be:

  • Operational
    • Change
    • Defect (available with SDLC-SCRUM plugin)
  • Strategic
    • Project
    • Enhancement (available with SDLC-SCRUM plugin)
25
Q

What is the portfolio workbench

A

a central location to view and monitor the progress of the program and the projects and demands that are part of the portfolio.

26
Q

Describe the following Portfolio workbench chart: Allocated Programs

A

Displays the count of programs for which a project or demand is allocated against the total programs that are part of the portfolio

27
Q

Describe the following Portfolio workbench chart: Allocated Demands

A

Displays the count of demands allocated against the total demands that are part of the portfolio

28
Q

Describe the following Portfolio workbench chart: Allocated projects

A

Displays the count of projects allocated against the total projects that are part of the portfolio

29
Q

Describe the following Portfolio workbench chart: Cost (Planned vs. Target)

A

Planned costs versus the targets that you entered in the Set Target stage. Use this chart when you select projects and demands

30
Q

Describe the following Portfolio workbench chart: Cost (Actual vs. Budget)

A

Displays the actual cost against the budget cost. You can view the information for a specific fiscal year or fiscal period, and by expense type Capex, Opex or all.

Budget: Total cost of all the projects and demands of the portfolio that are included in the budget plan.

Actual: Sum of all the actual amounts. This number is populated from the expense line.

31
Q

Describe the following Portfolio workbench chart: Resources (Allocated vs. Required)

A

Displays the resource hours required versus how many have been allocated to execute the selected projects and demands. Use this chart when you select projects and demands

32
Q

Describe the following Portfolio workbench chart: Resources (Actual vs Allocated)

A

Displays the actual resource hours used against the allocated hours. You can view the information for a specific fiscal period

33
Q

Describe the following Portfolio workbench chart: Risk

A

Displays the count of risks of the programs, projects, and demands that are part of the portfolio

The count of A(absolute), H(high), M(moderate), and L(low) risks are displayed. You can click a risk category bar to view the list of the risks in that category. For example, if you click the H bar, all the high risks are displayed.

34
Q

Describe the following Portfolio workbench chart: Issues

A

Displays the count of issues of the programs and projects that are part of the portfolio

Displays the count of issues based on the priority. You can click an issue priority bar to view the list of issues for that priority. For example, if you click the 1 bar, all the priority 1 issues are displayed.

35
Q

What is the following field on the Portfolio timeline view: Planned

A

planned cost of the projects and demands

36
Q

What is the following field on the Portfolio timeline view: Budget

A

Funded amount

37
Q

What is the following field on the Portfolio timeline view: Variance

A

The difference in the budgeted cost andthe actual cost for a project or a demand in the selected fiscal year

38
Q

What is the following field on the Portfolio timeline view: Opex

A

The operational cost for a project or a demand in the selected fiscal year

39
Q

What is the following field on the Portfolio timeline view: capex

A

The capital cost for a project or demand in the selected fiscal year

40
Q

What is the following field on the Portfolio timeline view: Priority

A

Priority of the program, project, and demand. All three can have different priority

41
Q

What is the following field on the Portfolio timeline view: Manager

A

Names of the program manager, project manager, and demand manager

42
Q
A

Project Portfolio Suite (1 decks)

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