Project and Portfolio Management Process Guide for the Rome release.
Table of Contents
Innovation Management 5
Introduction 5
Overview 5
Process Description 5
Process Goal 5
Process Objectives 5
Relationship with other Processes 6
Principles and Basic Concepts 6
Process Roles 7
RACI Matrix 8
Innovation Management Activity Description 9
Innovation Management Process Overview 9
Demand Management 10
Introduction 10
Overview 10
Process Description 11
Process Goal 11
Process Objectives 11
Relationship with Other Processes 11
Principles and Basic Concepts 13
Process Roles 15
RACI Matrix 16
Demand Management Activity Description 18
Demand Management Process Overview 18
Create Demand 20
Create Demand Work Instructions 21
Enhance Demand 21
Enhance Demand Work Instructions 23
Approve Demand 25
Approve Demand Work Instructions 25
Demand Field Attributes 27
Metrics, Reports and Homepages 34
Demand Workbench 35
Demand Workbench - Bubble Chart 36
Demand Workbench – List View 37
Project Management 38
Introduction 38
Overview of Project Management 38
Project Description 38
Objectives for PPM Interoperability with ITIL 39
Relationship with Other Processes 40
Project Roles 49
RACI Matrix 52
Project Management Process 53
Basics of Project Management 53
Initiating a Project 54
Planning the Project 54
Executing the Project 56
Delivering the Project 57
Closing the Project 60
Project Process Control 62
Dashboards 62
Reports and Homepages 68
Forms and Views 68
Workflows 70
Mobile Access 70
Project Communication and Collaboration 71
Notifications 71
Time Cards 71
Project Costing 71
Project Portfolio Management 73
Portfolio Projects 73
Portfolio View 74
Portfolio Process 74
Investment Funding 75
Introduction 75
Overview 75
Principles and Basic Concepts 76
IF 1.0 Setting Up Funding Entities 77
IF 2.0 Setting Up Top-Level Investments 79
IF 3.0 Allocate Funds to Entities (Top-Down) 80
IF 4.0 Request Funds from Entities (Bottom-Up) 81
Resource Management 83
Introduction 83
Overview 83
Process Description 83
Process Goal 84
Process Objectives 84
Principles and Basic Concepts 85
Resource Workbench 100
Capacity Planning (Confirm Resources) 100
Allocation Workbench 103
Resource Reports 109
Appendix A: Document Conventions 110
Appendix B: Innovation Management Illustrations 111
Appendix C: Demand Management Illustrations 113
Demand Record 114
Demand Record Financials 115
Demand Record Assessment Data 115
Appendix 😧 Project Management Features 116
Appendix E: Project Task Dependency Types Currently Supported 117
Appendix F: Investment Portal Timeline View 118
Appendix G: Additional Resources 119
Appendix H: Sources 119
Appendix I: Resource Management Form Fields 120
Appendix J: Resource Management Walkthrough 125
