This four-day course is designed to familiarize you with HP Project and Portfolio Management (PPM) and describe how you can use it to organize and run your strategic projects. Hands-on lab exercises provide you with the opportunity to explore and apply the Project Management tools and best practices for managing a project's schedules, resource demands and capacity, estimated and actual costs, and the project's overall health.

The hands-on labs for this course use version 9.2 of the software.

Intended Audience

  • This course is recommended for project managers, portfolio managers, and PMO personnel who intend to use PPM in planning, executing, and monitoring both small-scale and large-scale projects.


  • Experience with Windows operating systems
  • Knowledge of relational databases and database terminology

Delegates will learn how to

  • Utilize planning strategies and Project Management features to effectively forecast staffing requirements, budgets, and resource commitments
  • Define the projected costs, resources, and time necessary to execute a project
  • Determine if the available resources on your team have the skills required for your project tasks
  • Analyze the impact of your project requirements on your organizational resources and budget
  • Use Dashboard portlets, reports, and analysis graphs to communicate the status of your project to your executive team and analyze your IT portfolio
  • Identify the common roles and responsibilities of users of Portfolio Management: business analysts, program managers, portfolio managers, administrators, and executive sponsors
  • Utilize planning strategies to effectively forecast staffing requirements, budgets, and resource commitments for a portfolio
  • Analyze the impact of your Portfolio requirements on your organizational resources and budget


Module 1: Course Overview

  • Course objectives
  • Course schedule
  • Participant introductions
  • Student responsibilities
  • Audience participation

Module 2: Introduction to Project Management

  • Identify the solutions that Project Management provides, and how these solutions integrate with Demand Management, Portfolio Management, and Program Management
  • Recognize the phases of the project management lifecycle and how each is supported in Project Management
  • Identify the roles involved in each phase of the project management lifecycle

Module 3: Creating Project

  • Create a new project
  • Identify the elements of a project definition
  • Recognize the purpose of project types
  • Enter basic project parameters
  • Determine the type of roles to assign to project participants that will allow them the right level of access to the project
  • Process and track a project through its workflow

Module 4: Defining Resource Requirements

  • Describe the building blocks that PPM Center uses to model your organization's resource supply
  • Identify what information you can find in resource profiles, calendars, and organization units and how you can use them when selecting and scheduling resources
  • Create a staffing profile to define the resource requirements of your project
  • Use the staffing profile to request resource allocations from resource managers

Module 5: Building a Work Plan

  • Identify the functions of a work plan
  • Create and edit a work plan
  • Use different work plan views
  • Export the work plan for use in an environment other than PPM Center
  • Create a work plan baseline

Module 6: Assigning Resources

  • Analyze resource pool capacity and assignment load
  • Use the Resource Finder utility to identify resource availability and skills match
  • Assign resources to a task
  • Adjust scheduled effort for assigned resources

Module 7: Working with the Project Financial Summary

  • Forecast costs and benefits for projects
  • Capture actuals for projects and roll these costs up to programs
  • Monitor project costs against plan and against approved budget
  • Automatically roll up actual labor costs to the project costs based on actual efforts reported from the work plan

Module 8: Configuring Project Types

  • Create a project type
  • Configure project policies

Module 9: Managing Project Execution

  • Activate a work plan and track how task and schedule information is distributed to the project sponsors and resources
  • Use the Project Overview page to monitor overall project health and timeline
  • Interpret the information provided by the graphical status indicators in the Project Overview page
  • Identify the project policies that drive how project health is calculated
  • Submit and monitor project issues, risks, and scope changes from the Project Overview page

Module 10: Scheduling the Work Plan

  • Link a task to other tasks within the same work plan, tasks from other work plans, and requests that are processed through Demand Management
  • Define scheduling constraints to control the start and finish dates of a given task
  • Set up a milestone to alert you of the schedule and completion of significant events during the project execution
  • Interpret error and warning messages that are generated after a schedule run and identify possible solutions for resolving them
  • Use visualizations in the work plan to track tasks in the critical path
  • Identify Work Plan, Project Fields, and Scheduling project settings that affect how a work plan is built and scheduled

Module 11: Analyzing Project Finances

  • Use work plan views to analyze the ongoing costs of a project
  • Define cost rate rules for calculating the labor costs
  • Modify the cost factors for a resource
  • Analyze the cumulative and current costs for your projects

Module 12: Using Time Management

  • Create, update, and submit a new time sheet
  • Approve time sheets submitted by your project team members
  • Personalize your Dashboard to use Time Management portlets
  • Configure a project to use Time Management to track actual project effort
  • Configure a project to use Time Management to calculate actual labor costs

Module 13: Using Program Management

  • Explain the benefits of a program management strategy
  • Create a new program
  • Link your projects to an existing program
  • Submit risks and issues for review by a program manager
  • Use Dashboard portlets to manage program risks and issues

Module 14: Microsoft Project Integration

  • Choose an integration strategy for integrating Microsoft Project and PPM
  • Identify the minimum system requirements for integrating Microsoft Project and PPM
  • Export a Microsoft Project plan to PPM
  • Import a PPM work plan into Microsoft Project
  • Synchronize a work plan between PPM and Microsoft Project

Module 15: Portfolio Key Concepts

  • Describe an end-to-end portfolio management scenario from proposal through asset recognition
  • Submit a proposal, including basic information such as the business objective and high-level requirements
  • Review and process a step in a previously submitted proposal

Module 16: Developing Proposal Staffing Requirements

  • Forecast staffing requirements for a proposal
  • Create a staffing profile in PPM
  • Link a staffing profile to an active proposal
  • Update the fields on an active staffing profile

Module 17: Working with Financial Summaries

  • Develop a high-level justification for a proposal
  • Work with the Financial Summary of a proposal
  • Enter the cost forecasts and actuals in PPM
  • Update the approved budget for a proposal
  • Enter the benefit forecasts and actuals in PPM to illustrate and track nominal return

Module 18: Building a Portfolio

  • Add value and risk ratings to a proposal
  • Take action to process a proposal through to closure
  • Add a new project to your portfolio
  • Add a new asset to your portfolio

Module 19: Analyzing a Portfolio

  • Locate and review the health of a project created by an approved proposal
  • Identify high-risk projects and assets in your portfolio
  • Personalize your Dashboard to monitor projects, proposals, and assets
  • Create personalized Dashboard pages to monitor the status of your resources and budgets
  • Build scenario comparisons that simulate the consequences of approving new proposals or terminating current projects or assets
  • Create a new scenario comparison with proposals, projects, and assets to be evaluated
  • Add what-if comparisons of approving or terminating the projects or assets contained in a scenario comparison
  • Generate graphs that compare each scenario by cost, by resource needs, and by anticipated financial benefits