Servicenow Project Portfolio Management (PPM) Fundamentals

Project Management is the application of methods, tools, and techniques to achieve new capabilities, meet demands, respond to organizational changes, or realize a new opportunity.

In this two‑day course, attendees will be introduced to the Project Portfolio Management (PPM) application and will learn to efficiently manage the project lifecycle from initiation to closeout.

Topics include:

Demand Management, Project Management, Resource Management, Program Management, Portfolio Management

During this two-day interactive training course, students access the ServiceNow platform in their own student instance, which is a “safe sandbox” loaded with demo and test data.

The course follows a fictitious company and their journey as they work within ServiceNow’s Project Portfolio Management application.

The class features lectures, group discussions, demonstrations, and extensive hands-on practice completed through a variety of lab exercises.

SNSAF - ServiceNow Administration Fundamentals

• Create a demand.
• Import Microsoft projects into ServiceNow.
• Use a hybrid approach to work within a project, in order to manage agile and test
• Manage the project scope, schedule, and resources and communicate efficiently
• with project teams and stakeholders.
• Track project financials and resource effort.
• Manage project task resources with a clear view of capacity, allocations, and
• Track time related to resources.
• Monitor project progress and generate detailed project‑level and strategic portfolio‑level reports.
• Manage project artifacts and close out projects.
• Build, manage, and track programs and portfolios.

Project Portfolio Management Introduction

• Review the ServiceNow Project Portfolio Management products
• Explore the architecture and roles within Project Portfolio Management
• Discover Project Portfolio Management applications

Demand Management

• Demonstrate how to submit and screen demands
• Identify how to assess and qualify demands
• Examine Demand Workbench and Roadmap
• Lab 2.1: Submit a Demand, Create a demand, Enhance a demand, Create a demand task, Submit a demand, Associate costs and resource plans with a deman
• Lab 2.2: Screen a Demand, Add demand risks, Validate assessment recipients, Complete demand assessments
• Lab 2.3: Create a Project from a Demand, Modify the Demand form, Review assessment metric results, Approve demands through creating a project, Navigate through the Demand Workbench, Demand Roadmap, and Project CIO Roadmap

Set Up a Project

• Demonstrate how to initiate a project in ServiceNow
• Understand the use of projecttasks
• Discover project creation features
• Lab 3.1: Create a New Project and Project Tasks, Create a Project, Modify a Project form, Add notes and comments to a project, Create and assign a single project task, Create and update multiple project tasks
• Lab 3.2: Project Creation Options, Create a project from a copy of another project, a project template, a Microsoft Project import, Create a template from a project

Planning a Project

• Describe Project Workspace and Planning Console
• Discover how to manage project tasks, relationships, schedule slips, risks, issues, and costs
• Identify how to monitor and report on project status
• Lab 4.1: Create Project Tasks in Planning Console, Add tasks and subtasks in the Planning Console, Set task durations in the Planning Console, Build out project relationships, set milestones, and establish a project baseline
• Lab 4.2: Manage Project Activities, Monitor schedule slips, Export a baseline, Track risks and issues, Create cost plans and expense lines, Create a status report

Tracking a Project

• Describe ProjectWorkbench
• Examine waterfall, Agile, and hybrid projects
• Identify how to manage project phases, tasks, and stories
• Lab 5.1: Define a Waterfall Project, Create a waterfall project, Add phases and project tasks in the Project Workbench and the Project form
• Lab 5.2: Define an AgileProject, Review Agilegroups and add team members, Create an Agile phase, Associate existing and new stories to an Agile phase
• Lab 5.3: Manage a HybridProject, Manage a hybrid project, Create and manage a test phase, Create a milestone and manage project tasks and stories

Resource Management

• Discover how to create and manage resource plans
• Recognize key components of the resource workbench
• Examine resource costs and timecards
• Lab 6.1: Request Resources, Create a new resource plan based on resource availability, Manage and request a resource plan
• Lab 6.2: Confirm and AllocateResources, Create soft allocations, Create hard allocations
• Lab 6.3: Submit a Time Card, Submit actual time against a resource plan and project, Approve a time card7

Program and Portfolio Management

• Recognize key components of building programs and portfolios
• Discover the Program Workbench
• Demonstrate how to plan a portfolio
• Lab 7.1: Create and Manage a Program, Define a program, Relate program assets, Use the Program Workbench
• Lab 7.2: Plan and Manage a Portfolio, Add demands and projects to a program/portfolio, Create planning scenarios, Compare scenarios to determine which is most beneficial, Confirm a scenario, Track a portfolio