Rome features for Project Portfolio Management (PPM)

[Miguel Donayre]

Benvenuti a Roma!!

It's that time of year again!! The Rome release is upon us. Here is the list of the new features and changes in the Rome release for PPM. The full list can be found here. 

Rome is now available for PDIs. Go see what Rome has to offer!!!

Key features in Rome-

• Creating an Idea from a Universal Request.
• New non-monetary benefit plan
• Business Stakeholders can FINALLY see work notes in the Demand and Program tasks.
• You can now manage operational resource plans from the Resource Allocation Workbench

New in the Rome release

Better together: Universal Request and Innovation Management

Integrate Innovation Management with the Universal Request application to extend the capabilities of Universal Request. The integration provides the following functionalities:

• Create an idea from a Universal Request for a new product, feature, enhancement, or change.
• Transfer the idea to another department with or without resolution for further evaluation and execution.

Demand Management

• Users with Business Stakeholder role can view the work notes added to a demand task.
• Schedule the approved start and end dates of demands without direct impact on the demand planned dates. When a demand is converted to a project, the approved dates are carried as approved dates for the project. The planned start and end dates of the demand are carried forward as the planned start and end date for the project. For more information, see Create a demand.
• Create non-monetary benefit plans to capture the potential benefits (non-financial) accrued by the demand.
• Associate monetary and non-monetary benefit plans so that you can capture the potential benefits (financial and non-financial) accrued by the demand.
• When you create a baseline for a demand that has non-monetary benefit plans, the non-monetary benefit plan baseline records are automatically created and listed in the Benefit Plan Baselines related list.

Project Management

• Create non-monetary benefit plans to capture the potential benefits (non-financial) accrued by the project.
• Associate monetary and non-monetary benefit plans so that you can capture the potential benefits (financial and non-financial) accrued by the project.
• View the Non-monetary Benefit Plans report in the project Analytics tab for non-monetary benefit plans information for a project along with its associated benefit plans.
• View the Non-monetary Planned vs Actual Benefits report in the PMO dashboard and the project Analytics tab to compare the total planned and actual benefits (non-financial) for a project.
• When you create a baseline for a project that has non-monetary benefit plans, the non-monetary benefit plan baseline records are automatically created and listed in the Benefit Plan Baselines related list.

Program Management

• Users with Business Stakeholder role can view the work notes added to a program task.

Resource Management

• Reduce the duration of an allocated resource plan and deallocate resources in one action without having to do so individually for each resource.
• Create and manage operational resource plans from the Resource Allocation Workbench without having to navigate to the operational resource plan form or list.
• Allocate newly added members of a group in an already allocated operational resource plan for the same group.
• Restrict resource plan dates to go beyond the project or demand dates to avoid discrepancy between project or demand dates and resource plan dates.

Quick start tests for Project Portfolio Management

After upgrades and deployments of new applications or integrations, run quick start tests to verify that Project Portfolio Management still works. If you customized Project Portfolio Management, copy the quick start tests and configure them for your customizations.

Changed in this release

Demand Management

• After upgrade, the existing benefit plan records are automatically converted into Monetary Benefit Plans.
• The table label name Benefit Plan Breakdowns is changed to Monetary Benefit Plan Breakdowns.
• The Approved start date and Approved end date fields have been added to the Demand form.

Project Management

• Moving the project to a new start date moves the start date of all its tasks except the following:
  • Tasks with Start on specific date, Start No earlier than, and Start no later than constraints.
  • Tasks in Closed and WIP states.
• The approved dates for a project are carried to the sub project.
• The Enable move project for WIP projects property (com.snc.project.move_project.wip) has been added. When set to true, this property enables you to move the start date of a project in WIP state to a new date. For more information see, Properties installed with Project Management.
• After upgrade, the existing benefit plan records are automatically converted into Monetary Benefit Plans.
• The table label name Benefit Plan Breakdowns is changed to Monetary Benefit Plan Breakdowns.
• In the PMO dashboard, the report label name Planned vs Actual Benefits is changed to Monetary Planned vs Actual Benefits.
• In the PMO dashboard, the report label name Planned vs Actual Benefits by Category is changed to Monetary Planned vs Actual Benefits by Category.
• In the project Analytics tab, the report label name Benefit Trend Analysis is changed to Monetary Benefit Trend Analysis.

Resource Management

• The Expand button in the Resource Allocation Workbench is disabled when there are no resource plans.
• A message is displayed on the time card form when the resource plan dates are outside the dates of the time submission week.
• A message is displayed when you try to associate a resource plan with a time card when the week on which the time card starts is outside the resource plan dates.
• Calculate the planned hours of a group or role resource plan based on the schedule from the user's calendar when all the users of that group or role have the same schedule.
• Search for resource plans whose duration is within the selected date range in the search filter of the Resource Allocation Workbench based on the resource plan dates rather than the project dates.
• As a resource manager, create the resource group with the pps_resource role so that resources can start using the created group without the help of an admin.

PPM Collaboration

View a link to access the Slack channel or MS team from the project form after the Slack channel or MS team has been created for that project.