Project and Portfolio Management Process Guide for the Rome release.

Table of Contents

Innovation Management 5Introduction 5Overview 5Process Description 5Process Goal 5Process Objectives 5Relationship with other Processes 6Principles and Basic Concepts 6Process Roles 7RACI Matrix 8Innovation Management Activity Description 9Innovation Management Process Overview 9Demand Management 10Introduction 10Overview 10Process Description 11Process Goal 11Process Objectives 11Relationship with Other Processes 11Principles and Basic Concepts 13Process Roles 15RACI Matrix 16Demand Management Activity Description 18Demand Management Process Overview 18Create Demand 20Create Demand Work Instructions 21Enhance Demand 21Enhance Demand Work Instructions 23Approve Demand 25Approve Demand Work Instructions 25Demand Field Attributes 27Metrics, Reports and Homepages 34Demand Workbench 35Demand Workbench - Bubble Chart 36Demand Workbench – List View 37Project Management 38Introduction 38Overview of Project Management 38Project Description 38Objectives for PPM Interoperability with ITIL 39Relationship with Other Processes 40Project Roles 49RACI Matrix 52Project Management Process 53Basics of Project Management 53Initiating a Project 54Planning the Project 54Executing the Project 56Delivering the Project 57Closing the Project 60Project Process Control 62Dashboards 62Reports and Homepages 68Forms and Views 68Workflows 70Mobile Access 70Project Communication and Collaboration 71Notifications 71Time Cards 71Project Costing 71Project Portfolio Management 73Portfolio Projects 73Portfolio View 74Portfolio Process 74Investment Funding 75Introduction 75Overview 75Principles and Basic Concepts 76IF 1.0 Setting Up Funding Entities 77IF 2.0 Setting Up Top-Level Investments 79IF 3.0 Allocate Funds to Entities (Top-Down) 80IF 4.0 Request Funds from Entities (Bottom-Up) 81Resource Management 83Introduction 83Overview 83Process Description 83Process Goal 84Process Objectives 84Principles and Basic Concepts 85Resource Workbench 100Capacity Planning (Confirm Resources) 100Allocation Workbench 103Resource Reports 109Appendix A: Document Conventions 110Appendix B: Innovation Management Illustrations 111Appendix C: Demand Management Illustrations 113Demand Record 114Demand Record Financials 115Demand Record Assessment Data 115

Appendix Project Management Features 116

Appendix E: Project Task Dependency Types Currently Supported 117Appendix F: Investment Portal Timeline View 118Appendix G: Additional Resources 119Appendix H: Sources 119Appendix I: Resource Management Form Fields 120

Appendix J: Resource Management Walkthrough 125