Servicenow Project Portfolio Management For Project Success

Obtain next level project success with this ServiceNow Project Portfolio Management course for Project Managers

What you'll learn

Project Lifecycle Mastery: Learn to initiate, plan, execute, monitor, and close projects effectively using ServiceNow Project Management tools.

Master Innovation Management: Learn how to submit, view, and collaborate on ideas, and promote the most promising ideas to actionable demands.

Efficient Demand Management: Gain skills in creating, assessing, and detailing demands, ensuring seamless transition from ideas to project execution.

Optimize Project Portfolios: Understand the process of setting up, managing, and tracking project portfolios for better resource and financial management.

Advanced Reporting Skills: Develop the ability to create, customize, and utilize reports and dashboards for real-time project and portfolio insights.

Resource Allocation: Understand how to efficiently allocate and manage resources across multiple projects, ensuring optimal use of team capabilities.

Risk and Issue Management: Develop the skills to identify, assess, and mitigate project risks and issues, maintaining project stability and success.

Financial Tracking: Gain expertise in managing project budgets, forecasting costs, and tracking financial performance to ensure projects stay within budget.

Requirements

Basic Project Management knowledge

Basic skills in ServiceNow

Access to a free ServiceNow developer instance

Description

This course covers all critical aspects of ServiceNow Project Portfolio Management (PPM), ensuring you can maximize the efficiency and success of your projects. The main sections of the course include:1. Introduction to ServiceNow Project Portfolio Management• Overview of ServiceNow PPM• Key benefits and features2. Innovation Management and Submitting Ideas• Using the Idea Portal• Submitting, viewing, and collaborating on ideas• Promoting ideas to demands3. Demand Management• Creating and assessing demands• Adding details, stakeholders, and requirements to demands• Converting accepted ideas into demands4. Project Portfolios and Programs• Setting up and managing project portfolios• Annual portfolio planning and budgeting• Tracking portfolio progress5. Project Management• Initiating and planning projects• Managing project tasks and timelines• Monitoring project progress and performance6. Resource Management• Creating and managing resource plans• Assigning and tracking resources• Using time cards for effort and cost tracking7. Financial Management• Budgeting and forecasting• Tracking financial performance of projects and portfolios• Managing multi-currency budgets8. Reporting and Dashboards• Creating and customizing reports• Using dashboards for real-time insights• Visualizing data with bubble charts and other toolsBy the end of this course, you will be able to:• Efficiently manage and track the entire lifecycle of your projects.• Utilize ServiceNow PPM tools to enhance collaboration and innovation.• Make informed decisions based on comprehensive data and insights.• Optimize resource allocation and financial performance.Enroll now and take your project management skills to the next level with ServiceNow Project Portfolio Management!

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Characteristics of a Project

Lecture 3 Importance of Project Management

Lecture 4 Phases of Project Management

Lecture 5 ServiceNow Strategic Portfolio Management (SPM) Overview

Lecture 6 The benefits of using ServiceNow PPM

Section 2: ServiceNow Innovation Management

Lecture 7 Understanding ServiceNowInnovation Management

Lecture 8 The ServiceNow Idea Workflow

Lecture 9 The ServiceNow Idea Portal

Lecture 10 Installing the ServiceNow PPM Plugin

Lecture 11 Creating an Idea in ServiceNow

Lecture 12 View, Filter & Sort Ideas

Lecture 13 Collaborate on Ideas

Lecture 14 Review Ideas as a Demand Manager

Lecture 15 Create a Demand from an Idea

Section 3: Demand Management

Lecture 16 Introduction to ServiceNow Demand Management

Lecture 17 Benefits of ServiceNow Demand Management

Lecture 18 The ServiceNow Demand Workflow

Lecture 19 Creating Demands

Lecture 20 Adding Details to a Demand

Lecture 21 Assessing Demands

Lecture 22 The Demand Workbench

Lecture 23 Demand Management Section Conclusion

Section 4: Portfolios & Programs

Lecture 24 Portfolios & Programs Introduction

Lecture 25 Benefits of ServiceNow Portfolio Management

Lecture 26 Overview of ServiceNow Portfolio Management

Lecture 27 Creating a Portfolio in ServiceNow

Lecture 28 Scenario Planning for Project Portfolio Management

Lecture 29 The PMO Dashboard Explained

Lecture 30 Benefits of ServiceNow Program Management

Lecture 31 Understanding ServiceNow PPM Programs

Lecture 32 Create a Program

Lecture 33 Adding Details to a Program

Lecture 34 The Program Workbench

Lecture 35 The Program Manager Dashboard

Lecture 36 Portfolios and Programs Section Conclusion

Section 5: ServiceNow PPM Project Management

Lecture 37 ServiceNow PPM Project Management Introduction

Lecture 38 Starting Out with ServiceNow Project Management

Lecture 39 Setting Up a Project: Key Considerations

Lecture 40 Create a Project in ServiceNow

Lecture 41 Add Details to a Project

Lecture 42 Explore the Related records of a Project in ServiceNow

Lecture 43 Working with Project Tasks as a Task Assignee

Lecture 44 Key Features of the Project Workspace

Lecture 45 Installing the Project Workspace

Lecture 46 The Project Workspace Hands On

Lecture 47 Understanding Project Task Creation

Lecture 48 Understanding Task Relationships & Dependencies

Lecture 49 Legacy Project Workspace & Planning Console

Lecture 50 The Project Workbench

Lecture 51 Project Management Section Conclusion

Section 6: Resource Management

Lecture 52 Resource Management Section Introduction

Lecture 53 Capabilities of ServiceNow Resource Management

Lecture 54 Resource Management Process

Lecture 55 Understanding Resource Request Types

Lecture 56 Resource Management Section Conclusion

Section 7: Course Conclusion

Lecture 57 ServiceNow PPM Course Closure

Project Managers: Professionals responsible for overseeing project planning, execution, and delivery using ServiceNow.,Portfolio Managers: Individuals managing multiple projects and programs, seeking to optimize resources and align projects with organizational goals.,IT Managers: Leaders aiming to streamline IT project workflows and enhance collaboration within their teams.,Business Analysts: Experts involved in project planning and execution, focusing on aligning business requirements with project outcomes.,ServiceNow Administrators: Technical staff responsible for configuring and maintaining ServiceNow instances, ensuring efficient project and portfolio management.,Resource Managers: Professionals tasked with managing team allocations, ensuring optimal resource use across projects.,Financial Analysts: Individuals involved in project financial planning and tracking, aiming to ensure budget adherence and financial efficiency.,PMO Staff: Members of Project Management Offices looking to standardize and improve project management practices using ServiceNow.