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Strategic Portfolio Management | Getting started with Project Management

Import · Mar 03, 2023 · video

This video will cover the project management area 
of the Strategic Portfolio Management application.   The project workspace allows project managers 
to define, plan, and track multiple projects. The project workspace is 
configurable and filterable. Configure the specific project details shown in 
the cards and filter which projects are listed.   Let's open an existing project and take a tour. 
This project has five phases and is currently   in the first phase: initiating. The phases, top-
level information, and tabbed information are   all configurable. For instance, you may want to 
add specific fields containing data around how   the project is measured or a link to the shared 
project folder. Additional project details can be   broken up into tabs. The details tab shows 
information like execution type and phase,   while the preferences tab shows how 
a timecard is calculated. Under the   related links area, we can also apply templates 
to this project. For example, the PMO template. Under Planning, you can manage tasks. Let's 
switch to the new project workspace which   contains updated functionality. A baseline, 
like this one, is a snapshot of the current   plan's start and end dates. Using baselines, 
we can see if the task dates have shifted.   To manage the project tasks, we can create a new 
baseline, turn an existing task into a child task, or create a new task. We need additional resources to work on 
our project. Under resources, we can request   an entire group of people, a specific 
person, or anyone assigned to a role.   We will request a group and 
then enter the number of hours. Able Tutor was already requested to work on 
the project. Let's confirm and allocate him. The top of the Financials 
area shows the roll-up costs. And under that is a group of tabs, 
including a quarterly overview. Under cost plans, we see a 
more detailed view of expenses.   We need to purchase computers for the project. 
Go to the cost plans tab and add a new expense.   Then enter the cost, the quantity 
of the items, the fiscal period, and cost type. Then, submit. The total project 
cost increased by three thousand dollars. Finally, let's create a status report 
to share with the team and stakeholders.   The status report automatically 
pulls information from the project.  We'll indicate that we're on schedule 
and add a progress note for the week. To get started using project management, 
navigate to Project Workspace. For more information, see our product 
documentation or knowledge base. Or   ask a question in the ServiceNow community.

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https://www.youtube.com/watch?v=8WEWy-cd_pI