Hewlett-Packard Project & Portfolio Management

Site Introduction
        This Knowledge Management site attempts to organize System Implementation and Management artifacts created over 10 years of HP-PPM Implementations and Management experience. These artifacts were created using the HP supplied "Best Practices" Requests and processes, and you should consider each as a starting point to build your Knowledge Base, by adding those custom fields and changes that exist in your instance. Like my 27 years of consulting experience, this product, site, and most artifacts, are created from a business process perspective. While engagements in Manufacturing, Cable, Telephony, Airlines, Banking and Insurance Industries provide a broad perspective, the business processes associated and exercised with Enterprise Change Management are consistent based on effective management and sound internal controls. This Knowledge Management Landing Page includes links to key artifacts and all of the Artifact Libraries. Please send questions, comments and suggestions to Dan.Gallagher@CIMpleBS.com . Please Scroll down to access the Libraries..

June 2015 Notice:
        If you are revisiting the page and are looking for the content that was accessed through the HP-PPM Page, please select the PPM System Login Page. These artifacts will be integrated into the Library system over the next few months and this page will then be modified to reflect a potential Login Page cofiguration and utilization. If you are looking for the Navigator Glossary content, it is now contained in the Navigator Glossary Page and will be elaborated to include associated Business Process and Functional Administration artifacts related to the Enterprise Change Management Proccesses.


Most Recent Updates:
Date Name & Link Description
7/14/15 HP-PPM Security Framework      This powerpoint deck explains the five layers of security configuration related to the user, the Request Type, the Field, the Workflow Step Status and Interactive Rules. An effective system from an end user experience, internal controls and system maintnance and support perspective requires the use of all the layers appropriately.
7/24/15 Resource Management Training Presentation      This 11 slide presentation, while built on the earlier Frames version of PPM, covers the the Resource Allocation and Assignment process and screens in today's version. It defines the data elements and flow framework that is still utilized in the v9.3 product. There is a significant optional view (Gantt) available in the latsst 9.3 version.
7/24/15 Project Request Processing      This 22 slide presentation provides basic navigation of the Project Summary\Overview page as well as the Project Work Plan (Schedule). It presents the Life Cycle from Resource Request and Assignment to the Project Team, to Work Plan Task assignments. Time entry is discussed, as well as Status Reporting and available Portlets. You must have a Project Management License to access anthing in the Project Management arena beyond tasks to which you are assigned to work. You should have completed the HP-PPM 101 reviews in order to fully understand the Project Management functionality and it's integration with the larger Demand Management perspective.
7/24/15 Proposal Request Processing      This 15 slide PowerPoint presentation covers the basic Proposal process, Request form, Work Flow, Staffing Profile and Financial Summary data sets related to Strategic Planing, or the first steps involved in effective Change Managemet. Transactions and Views can be presented using this PowerPoint, or in the system in real time, given the appropriate setup. It's effective to establish these Request stages in a Training Environment for workshops. Each slide includes discussion points, considerations and specific procedural details and notes that should be covered during the presentation, regardless of media. This printed deck in NOTES Page format can be used as a job aid by those actively participating in the Proposal Process, if Use Cases have not been developed.
      This version and screen shots are based on v8.0 SP2, but have been reviewed, updated and utilized through v9.3 implementations in July 2015. No significant differences in functions or screen displays exist, other than an optional Staffing Profile Gantt View introduced in v9.2. This presentation is representative of the key functionality of all Requests developed in HP-PPM. It is not the OOTB PFM Proposal Request or workflow, but eveolved from it, based on five implementations of the HP-PPM application suite at medium to very large customers. This presentation should be reviewed and modified as part of the Requirements gathering process for configuration, and then maintained based on approved changes to the active Proposal Request Type for Role based Training developement.
7/24/15 MSP Schedule Synchronization Set-up and Operation      This 10 slide Powerpoint presentation reflects the system set-up to accomplish Microsoft Project Schedule and PPM Work Plan synchronizaiton. While the Microft Project Interface is slightly different with each version of the PPM Product, the functionality is very similar. There are three basic modes of synchronization:
  • PPM Controls which means that all entry is done in the PPM Work Plan, and it is exported to the associated Microsoft Project Schedule
  • Microsoft Controls which means that all Schedule entry is done in Microsoft Project, and the Schedule is reflected in the PPM workplan
  • Control is Shared which means that schedule changes are made in MSP, and Time Entry is done in PPM. Then the corresponding updates are traded between the systems.
      In all cases the synchronization function is executed manually by the Project Manager (demonstrated in presentation). It's unlikely that you would utilize the MSP Controls unless you are already using Project Server and gathering Time Entry against the Project Plans. In both MSP Controls and Shared Controls mode, it provides for two distinct sources of project progress and status. This can (and normally does) result in delays and confusion when PPM stakeholders looking at the PPM version (in Programs and Portfolios) have questions that can only be answered by the Project Manager after he brings the PPM version current, or researches the status in his personal MSP schedule. Not only are you paying for two systems with redundant capabilities, you are interjecting a source of data inegrity degradation. While shared control works as you would expect, it tends to create a poor user experience around Time Sheet Entry as the PM is forced to add new tasks and task assignments (depending on configuration), and then synchronize the files, in order for the Team Members to complete their Time Entry.
9/25/15 Knowledge Management Glossary & Artifacts Library Integration Maintenance.      Current efforts to distribute all artifacts into the appropriate libraries and the Knowledge Management Glossary to support search and investigation efforts by users.

Artifact Libraries

Navigator Glossary     was the Knowledge Management Page and content.
This is a content index to the site artifacts based on functional and dataset categories, so will include Functional topics such as Resource Management, Financial Planning and Management and the Time Manageent Process topics, as well as Technical elements related to Security, Configuration, and System Management. These categories will attempt to define the larger business functions and processes as well as the facilitation of those processes through the use of the PPM tools and system. All of the site artifacts related to each category will be referenced and linked where relevant and appropriate. These artifacts will also appear in their appropriate libraries based on the type of document and it's intended user (Training, specific Reqeusts and Workflows, Portals, Reports, etc). This initial Glossary integration (June 2015) will only include the existing site artifacts as defined in earlier updates. Additional artifacts will be added to include implementations and development efforts associated with the v9.1, v9.2 and v9.3 products as time allows. While important elements related to mobility utiization and more recently changes to the User Interface have been added, the basic functions and integrations related to PPM remain unchanged through v9.3.
PPM Data Dictionary     Last Update: June 19, 2015
This Directory defines the PPM terms displayed in the system, as well as terms utlized to define functionality and utilization of the system. Each will include a general business definition, utilization and purpose or contribution to the associated business process. Each term utilized in a specific Request Type will include an addiitional section to define the terms utilization within that context. This explanation will include associated utilization and purpose related to the business information contribution (if different than the general system use), Access and Security characteristics, and system and module interdependencies. These definitions can not be completed without end user input, and are being added based on specific Request Type Reviews.
PPM System Login Page    was the HP-PPM Page and content
This sample login page is utilized as an active communication portal to the user community, and includes many artifacts dedicated to Role based Training, Reporting and system utilization. This format was developed prior to the development of a Knowledge Management site, and focused all artifact links through the login page. The included artifacts are not yet included in the corresponding Knowledge Management Libraries at this point, so a quick review will provide access to additional implementation planning, training and administration documents. As these artifact are added to the Libraries, they will be removed from this page.
PPM Request and Artifacts Library       Last Update 3/27/15 The Staffing Profile (v9.3) Life Cycle is Demand Management
Listed by Request Type or Category name, these System Documents relate to the functionality, configuration, concepts and management of the Hewlett Packard Project & Portfolio Mangement System. While there are many reference manuals provided with the product, they are aimed at defining how the system works, and not necessarily how to use the system. Many artifacts are discussion documents, while others reflect testing of functionality or concepts for consideration. Some will be useful for understanding the system potential, others for how and why it works the way it does today.
     Each Request Type is explained in terms of it's fields and workflow through a powerpoint presentation. Notes and guidelines are included for discussion on each slide and transition. This is the last standard artifact created for the Request document set. The Request form is defined in a "Profile" spreadsheet that identifies all the form fields, behavior and security related configuration. This profile includes behavior and access changes based on each workflow step. The "Process" Model defines the business process\workflow that is supported by the Request Type, and all associated security related to promotion authority, Notifications and step requirements. The "Profile" and "Process" documents are the Requirements defintion artifacts gathered in order to deploy a new Request Type. There will also be a "Use Case" which reflects the details system procedures to accomplish each step, as well as the field level explanations for inclusion and related security. This is an End-User artifact that is typically reviewed as part of a role based training session around the Presentation. Some Requests, and foundational Elements, will have additional artifacts based on the evoloution of the business process and the system funcitonality.
Presentations Library      Last Update 7/15/15 HP-PPM Security Framework.pptx
The PowerPoint decks listed in the Library represent Information related to the operational utilization and design of the Hewlett-Packard Project and Portfolio Management Application suite. This Enterprise application serves many purposes, including Demand Management (Resource Capacity Planning and Management), Project Management, Program and Portfolio Management, Financial Forecasting and Change Management. All of these functions contribute data and information to the departmental, Business Unit, and Enterprise level Financial Forecasting, Planning and Reporting Systems. For optimum benefit, please review these Presentations in Slide Show mode, utilizing two monitors, or a Monitor and a projector. In the PowerPoint Slide Show tab, select the "Use Presenter View", as most of the slides include Transitional Guides as well as comments and discussion points in the notes section. These presentations include three types of artifacts:
Video Library
These Video files are developed for training and marketing purposes. They generally include an existing powerpoint presentation with added audio to cover the content and talking points. All are referenced in the Request and Artifacts Library in the area to which they pertain. A review of these videos will provide insight into the topics, functionality and value associated to the entire 400+ artifact library.

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Please forward Questions, Updates, Corrections and Suggestions to: Dan.Gallagher@CIMpleBS.com