ITVAMP EPM Process for Planview 2009

Portfolio Management
EPM Process for your Planview ppm
Program Management
Project Management
Presented by:
Sharon Summers
ITVAMP, LLC
June 15, 2009

Build your ePMO organization

Use the “Create Portfolio “ option to see Projects Dashboard in Planview
Sub - Processes
Dashboard Reporting
Dashboard Rpt.
Project Prioritization
Priority
List
Prioritize you r projects when using the Planview “Create Project” command.
We design your Portfolio Management Process step b step!
Project Approval
Sign off
Project Registration
Registration
Workflow and Rules around how and what to report can be built in BPM Tool or externally.

Linked EPM Processes
Resource Management
Resource
Sheet
Variance Report
Financial Management
Time Sheet
Time Management

Planview Dashboard
When implementing the Planview Portfolio Dashboard a process is required for your ePMO with defined steps on how to manage based on customized Portfolio criteria
ITVAMP has the best practice for Dashboard Reporting. We can assist in your PPM Process build!

Resource Management
Sub - Processes
Review Supply vs. Demand
Supply & Demand
Staffing Plan
Resolve Resource Conflicts
Resource Management
Optimization
Variance Report
Hard Book Resources
Allocation
Planning & Utilization
Rpt.
On Board Resources
On/Off Boarding
On/Off Board List

Planview Resource utilization
Map to our Resource Supply and Demand Process and crate Resource Utilization Sub-process.
See where your resources are book and implement a process for rules around “Resource Assignments” and “Resource substitutions.”

ITVAMP 12 Key Process Areas

Manage stage gates
We build process workflow that will directly map to the Planview Lifecycle.
Build in your Stage Gates as well as your SDLC process and we will help to build your ePMO guidelines for Funding as well as Quality Gates. Gates may reside in and/or PMO or Quality!
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ITVAMP’s Clients