2. VALUE PROPOSITION
ONE SYSTEM TO BRING EVERYTHING TOGETHER
Data in One Place
Configurable for
Specific Business
and PMO Process
Track Work and
Get Results
Link to Incident,
Problem, or
Service Request
3. Why PPM – Portfolio and Project Management
Use costing to keep track of project expenses
Where is the work
budget being spent?
PPM has Portfolio/Project Management Tools
for PMO to initiate, manage and analyze
projects in flight
Service Manager PPM links Incidents, SR to
Projects
Chaos, no idea what work
is being done outside of
Incidents, Service Requests
We are starting PMO,
what tool should we use?
Use project tasks and Change Management to
control scope creep
Work requirements keep on
increasing, what do I do?
Common Challenges Customers are facing:
4. Set Up Cost Items
Fixed costs
Resource hourly rate
Misc. expenses
Work with Finance /
Accounting to configure
the right information
Getting Started
Easily Plan and Mitigate
Budget Crisis
include buffers from
greater flexibility in
planning
Set Up Long Term
Budgets
Set Up Price Lists
Create listing of items
with prices
Do you want to create a budget and track expenses for your IT projects
Financial setup
5. Getting Started
Do you want to manage a
Portfolio of Projects or just track projects?
Set up Portfolio Managers
Configure Portfolios
Decide how you want to create
Portfolios
By years
By business objectives
Set Up Project Managers
Create Projects under Portfolios
and assign Project Managers
Projects can be reassigned to
different Project Managers if
there’s change
6. Create Project Plan – The Basics
Project Name
Project Manager
Project Sponsor
Project Status
Budget
Project Phases
Tasks
Resources
Start date and duration
Project Documents
Establish a reference to an incident, problem, or service request
12. Dashboard: Status Reporting
Portfolio
Status of projects under the Portfolio
As Portfolio Manager you can toggle between Portfolios
Project
Status of all projects managed by the Project Manager
Quick view of Issues, Risks, Escalations
Schedule progress for each Project
16. Where do I get more info?
Follow up questions you can reach out to:
Darryl.Sarkisian@ivanti.com
Documentation
http://help.heatsoftware.com/#ServiceDesk/PPM/Portfolio_Project_Mgmt.htm?Highlight=Portfolio
Education Portal
https://heatsoftware.com/software-solutions/cloud-it-service-management/ppm/
Download PPM from App Store – log on to
https://support.heatsoftware.com
Go to AppStore and browse for Portfolio and Project Management