PPM Fundamentals - K19 Pre-Con May 5 & 6 - Mario Vivas

[amel_chacra]

Welcome to the ServiceNow Knowledge19 Pre-Conference - Project Portfolio Management Fundamentals!

This is a dedicated Community Article for class communication, collaboration, and fun!!

[dckendall]

you do need the ITIL/Fulfiller role because you have to log into the "back end" of the SN Platform

[dckendall]

Page 77 shows the 3 values of cost roi and size that are auto generated based on in platform data. Page 78 shows the strategic alignment and risk questions that stakeholders manually score. This takes 100% subjectivity out of the demand valuation

[dckendall]

Here are some helpful links that might be useful for you....

ServiceNow Product Documentation – https://docs.servicenow.com

ServiceNow Certification Info - http://www.servicenow.com/services/training-and-certification.html

ServiceNow Personal Developer Instance - https://developer.servicenow.com/

VitalSource Bookshelf App – eBook - https://support.vitalsource.com/hc/en-us/articles/201344733/

ServiceNow Community – https://community.service-now.com/welcome

Quizlet - http://www.quizlet.com/

Training and Certification details - http://www.servicenow.com/content/dam/servicenow/other-documents/training/tp-certification-guide.pdf

ServiceNow Store - https://store.servicenow.com/sn_appstore_store.do#!/store/home

YouTube Channels - https://www.youtube.com/results?search_query=servicenow

Application Showcase - https://appshowcase.service-now.com/

HI Service Portal - https://hi.service-now.com/hisp

Champion Enablement - https://community.servicenow.com/community/champion-enablement

Exams - https://www.webassessor.com/

[dckendall]

[Ashley Mizelle]

Hey there - I am getting the error message below ...do you have an idea of what I may not have done correctly?

Error: PRJ0010004 can not be the New Parent to PPM Product Launch

Thanks!

[dckendall]

yes, 1 other person had this on the bottom of page 163 as well.  We think it has something to do with your specific AWS instance and the scripts run against it. As long as you understand how to use the slushbucket to choose a selection, you are good for the lab.  d

[Ashley Mizelle]

Great! Thank you!

[kellystroud]

Are Platform Tours new in Madrid? This would be enormously helpful for our 15,000+ and growing user community.

[dckendall]

No - Platform tours have been out for awhile. Talk to your Sys Admin because this is a feature that can be turned off and on.  d

[kellystroud]

What would be a reason Sys Admins would turn off guided tours? Does it cause slow-downs?

[dckendall]

🙂 it is work that they have to do for each "page" that says here is what this button means, here is what that button means, etc. There are like 5 guided tours in the baseline one of which is the Planning Console. here is the docs article - https://docs.servicenow.com/bundle/madrid-platform-user-interface/page/build/help-guided-tours/conce...

[kellystroud]

Those lazy Sys Admins... 🙂  Thanks

[dckendall]

https://docs.servicenow.com/bundle/madrid-it-business-management/page/product/project-management/con... for the baseline discussion Mario was talking about

[Graham Beck]

Hello, I notice that when importing an MS Project schedule, it defaults to 'Manual' scheduling.  Is it possible to have that as 'Automatic' scheduling so that I can use the relationship mapping from the file?

[Olivia Carnauba]

Wrong.

[dckendall]

Unfortunately, no it will always turn it back to Manual when it comes back into SN

[Michael131]

The ServiceNow Personal Developer Instance link takes you to a sign up page for an ID. I already have an ID.

[dckendall]

Good Morning everyone - Welcome Back and Merry Monday!!

[lisab_]

Actions are new in London but appear to be only available in Project Workspace cards, Analytics tab, and Project Status.  Is it possible to have Actions in Demand?

[dckendall]

Here is the actions related list in the actual project record

[PN2]

Is the project change request separate from the change application?

[dckendall]

For a Demand Record - you can configure Actions to show up in the Related List area.

[dckendall]

Here is the first doc article on currency conversion - https://docs.servicenow.com/bundle/madrid-platform-administration/page/administer/currency/concept/c...

[mischu]

Description of PPM Plugins:

Project Management

Project Portfolio Suite with Financials

The Project Management application aids in planning, organizing and managing projects and resources in order to setup, execute, and complete a project faster and easier. Only upgrade is allowed for this plugin. Activation should be done through Project Portfolio Suite with Financials plugin.

Project Portfolio Suite

Project Portfolio Suite with Financials

The Project Portfolio Suite (PPS) plugin activates an integrated set of applications for project portfolio management and IT software development. Only upgrade is allowed for this plugin. Activation should be done through Project Portfolio Suite with Financials plugin.

Does that mean I'm not allowed to activate PPM without Financials?

[dckendall]

Here is the second doc article around locale settings - https://docs.servicenow.com/bundle/madrid-platform-administration/page/administer/currency/concept/l...

[dckendall]

No same app 

[dckendall]

What SN is trying to communicate through "The Project Portfolio Suite (PPS) plugin activates an integrated set of applications for project portfolio management and IT software development. Only upgrade is allowed for this plugin. Activation should be done through Project Portfolio Suite with Financials plugin." is that the PPS with Financials plugin is newer and has integrated dashboards, etc. that build upon the original PPS plugin. Thus they only want customers to install PPS with Financials and no longer learn and use the older plugin.

[Steve Kastelein]

How much of the cost plan will roll over to Application Portfolio Management for managing application costs after the implementation project is complete?

[John Nielsen]

Financials question:  Where does one find monthly actuals vs planned.  I can see the graph in the status report, but sure where to find the details through a financial detail view. 

[Sascha1]

After creating the cost plans and expense lines the status report does not show the correct numbers for me

In the project overview I get 0 $ planned costs and 1000 $ actuals:

On the other hand in the report widget I get the planned costs correctly but the actuals are missing:

I am not sure what I am missing. Anyone with similar errors?

[dckendall]

I am not certified on APM so unfortunately I do not know the answer on that one.  Will look in docs and ask Mario.....

[dckendall]

Were you able to solve the issue?

[Sascha1]

Not yet

[Logan Johnson]

In the Visual Task view, can you template tasks in the pending area? 

[Logan Johnson]

he just answered this, belay. Ha

[PN2]

Is there a pdf version of this manual?

[Ashley Mizelle]

I think they mentioned yesterday that you could ask/pay for a digital copy out in the lobby area where you ask for help.  I could be wrong, but I feel like it was mentioned. 

[Nagaraj Kasiraj]

Can we configure Agile Development to meet SAFe methodology (Scaled Agile) needs? if so, how would you Configure Valuestreams and Release Trains.

Thanks

[dckendall]

There is a SAFe plug-in that Mario is going to discuss. 

[Jan van Rooyen]

Can Epics within Agile Dev be tied to projects? 

[dckendall]

Here is the main SAFe article off of docs - https://docs.servicenow.com/bundle/madrid-it-business-management/page/product/agile-SAFe/concept/SAF...

[Riaz Hussain]

How can you integrate Team Foundation Server with Agile Projects (Sprint planning, stories, tasks/bugs etc.,). Is there a plugin available for integration and does that work 1 way or both ways

[Nagaraj Kasiraj]

Thank you!

[dckendall]

Here is the docs article Mario just mentioned on IntegrationHub - https://docs.servicenow.com/bundle/madrid-servicenow-platform/page/administer/integrationhub/concept...

[kristenankeny]

Looking at the online documentation, is my understanding that IntegrationHub provides pre-configured outbound api calls that could be developed using existing orchestration correct? So, it's a quick setup for common integrations people are doing through orchestration? Or am I misunderstanding the difference between orchestration and integrationHub?

[dckendall]

[dckendall]

Bottom line with IntegrationHub is that SN can integrate with so many things now that they have created a new Application that streamlines dozens of integrations.  SN fully supports these "connections." IntegrationHub is different than Orchestration.

[dckendall]

it is an eBook actually and not a PDF - you would need to contact training@servicenow.com. Cost is $75 plus S/H.

[dckendall]

Here is a general overview article from docs on ATF - https://docs.servicenow.com/bundle/madrid-application-development/page/administer/auto-test-framewor...

[kristenankeny]

Ok, that helps. Thanks!