HP Adoption Readiness Tool (ART)

Transcription

1 Course outline HP Adoption Readiness Tool (ART) HP PPM 9.1 HP DEMAND, DEPLOYMENT, RESOURCE, AND TIME MANAGEMENT 9.1 HP s Adoption Readiness Tool (ART) provides initial and ongoing enablement to your users in order to ensure that you get the most out of your software. ART is a cost-effective, comprehensive IT education, documentation and performance support solution. ART provides pre-built simulation-based courses in HP Software that can be accessed by users anytime, anywhere. This outline details the topics in our Demand, Deployment, Resource, and Time Management (PPM_B) Course. ART Courses are available as a licensed product for you to customize to match your environment and deploy onsite for online quick reference guides, business process documentation, test scripts, learning material and performance support. As an alternative, we offer a subscription to our pre-built content only through Interactive Training by ART. Contact us today to discuss your full ART solution. Overview ART content provides easy access to self-paced learning content - enabling your users to not only dive into an online course, but also to gain direct access to individual components in order to quickly master specific tasks. Access printable job aids targeted towards specific application tasks. View or practice a task in a simulated environment. Experience full learning with key terms & concepts, product demonstrations and self-assessments by viewing the entire course. Regardless of which route chosen, users will gain an understanding of the important key concepts, as well as gain competency in both the navigation and functionality of the application. Objectives The HP ART Demand, Deployment, Resource, and Time Management (PPM_B) content enables users of Demand, Deployment, Resource, and Time Management 9.1 to: Identify the key components of Demand Management. Describe the role of Workflows. Summarize the progress of a request. Outline the key concepts of the Demand Security Model. Generate reports to analyze and manage the demand from your organization. January 2013

2 Plan, manage, package, and/or deploy software changes. Explain how resource supply is defined in Resource Management. Create, search, and manage resource pools. Create and organization unit. Search for available resources for a project. Use version control. Manage libraries and baselines. Create reports and analysis Create a Time Sheet and enter activity details, charge codes, line details, and notes to your Time Sheet. Review your time entries to ensure accuracy and submit your Time Sheet for approval. Approve Time Sheets for payment, or reject and return to original Time Reporter for correction. Freeze Time Sheets to prevent change Prerequisites High speed Internet connection Web browser (IE7+ or Firefox 3.5+)

3 HP Demand, Deployment, Resource, and Time Management ART Demand Management Introduction to Demand Management Use the PPM Interface Initiate a Request Track a Request Process Requests ART Tour* Introduction to Demand Management Demand Management Process Demand Management Features * Workflow Defined Workflow Attributes Security Layers Introduction to PPM Interface Project and Portfolio Management 9.1 Roadmap PPM Dashboard Login Components Log into the PPM Dashboard* Personalize the Dashboard* Portlets Overview Personalize Portlets* Create Notes* Create References* Run a Search* Create and Schedule Reports* Introduction to Initiate a Request Request Types and Request Numbers* Create a Request* Save Draft Requests Copy Requests Delete Requests Print a Request Introduction to Track a Request My Requests Portlet Request Activity Portlet Open Requests Portlet Search Requests* Search Results Introduction to Process Requests Processing Requests Notifications Check Request Status Additional Status Views* Use Step Actions*

4 Link Related Requests* Generate Reports Introduction to Generate Reports My Reports, View Reports, and Create Reports Submit a Report* Schedule a Report* Send Report Notifications* *Indicates Simulation

5 Deployment Management Introduction to Demand Management Deployment Management Interfaces Create a Package Process a Package Introduction to Deployment Management Deployment Management Features Deployment Management Roles Package Features Package Line Details Deployment Management Portlets* Deployment Management Interfaces* Installing the Workbench Plug-In Verifying the Workbench Plug-In Installation* Workbench Interface Web Interface What is a Package? Create a Package* Object Types Add Package Lines* Add Notes Add References and Notes* Package Submission Submit a Package* Process a Package from the Work Bench* Process a Package from the Web Page* Process Migration Steps Migrate a Package* Create Execution Logs* Process Views* Update a Package* *Indicates Simulation

6 Resource Management Introduction to Resource Management Use the PPM Interface Establish Roles and Skills Regional Calendars Define Organization Units ART Tour* Introduction to Resource Management Resource Management Resources Supply Model Resource Pool Overview Manage Resource Pool Resource Pool Page Staffing Profile Resource Profiles: Overview Resource Profiles: Role/Skill Tab Resource Profiles: Calendar Tab Resource Profiles: Time Management Tab Resource Profiles: Capacity/Load Tab Add Resources to a Resource Pool* Create a Resource Pool* Create an Organization Unit* Analyze Pool Capacity* Search Resources* Introduction Project and Portfolio Management 9.1 Roadmap PPM Dashboard Login Components Log into the PPM Dashboard* Personalize the Dashboard* Portlets Overview Personalize Portlets* Create Notes* Create References* Run a Search* Create and Schedule Reports* Introduction to Establish Roles and Skills Establish Roles Manage Roles* Browse Skills Manage Skills* Introduction to Regional Calendars Regional Calendars Manage Regional Calendars* Introduction to Organization Units

7 Organization Units Manage an Organization Unit* Define and Request Resources Assign Resources Introduction to Define and Request Resources Define Resource Profiles Configure Resource Attributes* Staffing Profile Overview Resource Pool - Staffing Profile Relationship Define a Position Requirement* Enter Effort Estimates* Switch Between Effort Units Send Resource Requests* Track Resource Request Status Repeat the Process Introduction to Assign Resources Assign Resources Cost and Effort Policy Resource Finder Project Resource Usage* Associate a Role to a Task* Assign Named Resources* Assign the Same Resources to Multiple Tasks* Import a Position Configure Notifications *Indicates Simulation

8 Time Management Introduction ART Tour * Introduction to Time Management Time Management Workflow Time Sheets Time Reporters * Time Approvers * Use the PPM Interface Create a Time Sheet and Reporting Details Search, Copy, and Print Time Sheets Approve, Freeze, and Close Time Sheets About Logging into the PPM Dashboard About the PPM Dashboard Personalize the Dashboard * About Portlets Personalize the Portlets * Create Notes * Create References * Run a Search * Create and Schedule Reports * Module Review Introduction to Create a Time Sheet and Reporting Details Time Sheets and the Time Breakdown Tab Create a Time Sheet and Enter Time* Other Actuals Tab Add Activity Details, Charge Codes and Notes Submit the Time Sheet Introduction to Search, Copy and Print Time Sheets Time Management Portlets Search for a Time Sheet * Copy a Time Sheet * Print Your Time Sheet Introduction to Approve, Freeze, and Close Time Sheets Approver Responsibilities Time Sheet Status Time Sheets Waiting for Approval View Work Allocations Send Review Notes Reject Time Sheet Lines Approve Time Sheet Lines

9 Freeze a Time Sheet Close a Time Sheet *Indicates Simulation Copyright 2012 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein