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Portfolio Management<br />EPM Process for your Planview ppm<br />Program Management<br />Project Management<br />Presented...
Build your ePMO organization<br />
Portfolio Management<br />Use the “Create Portfolio “ option to see Projects Dashboard  in Planview<br />Sub - Processes <...
Linked EPM Processes<br />Resource Management<br />Resource <br />Sheet<br />Variance Report<br />Financial Management<br ...
Planview Dashboard<br />When implementing the Planview Portfolio Dashboard a process is required for your ePMO with define...
Resource Management<br />Sub - Processes <br />Review Supply vs. Demand    <br />Supply & Demand<br />Staffing  Plan<br />...
Planview Resource utilization<br />Map to our Resource Supply and Demand Process and crate  Resource Utilization Sub-proce...
ITVAMP 12 Key Process Areas<br />
Manage stage gates<br />We build process workflow that will directly map to the Planview Lifecycle.<br />Build in your Sta...
ITVAMP’s Clients <br />
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ITVAMP EPM Process for Planview 2009

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Planview called and asked about EPM Process a few weeks ago. I prepared this presentation t show how the ITVAMP Process Framework will align with Planview and any EPM software.

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ITVAMP EPM Process for Planview 2009

  1. 1. Portfolio Management<br />EPM Process for your Planview ppm<br />Program Management<br />Project Management<br />Presented by:<br />Sharon Summers<br />ITVAMP, LLC<br />June 15, 2009<br />
  2. 2. Build your ePMO organization<br />
  3. 3. Portfolio Management<br />Use the “Create Portfolio “ option to see Projects Dashboard in Planview<br />Sub - Processes <br />Dashboard Reporting<br />Dashboard Rpt.<br />Portfolio Management<br />Project Prioritization<br />Priority<br />List<br />Prioritize you r projects when using the Planview “Create Project” command.<br />We design your Portfolio Management Process step b step!<br />Project Approval<br />Sign off<br />Project Registration<br />Registration<br />Workflow and Rules around how and what to report can be built in BPM Tool or externally.<br />
  4. 4. Linked EPM Processes<br />Resource Management<br />Resource <br />Sheet<br />Variance Report<br />Financial Management<br />Time Sheet<br />Time Management<br />
  5. 5. Planview Dashboard<br />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<br />ITVAMP has the best practice for Dashboard Reporting. We can assist in your PPM Process build!<br />
  6. 6. Resource Management<br />Sub - Processes <br />Review Supply vs. Demand <br />Supply & Demand<br />Staffing Plan<br />Resolve Resource Conflicts <br />Resource Management<br />Optimization<br />Variance Report<br />Hard Book Resources <br />Allocation<br />Planning & Utilization<br />Rpt.<br />On Board Resources <br />On/Off Boarding<br />On/Off Board List<br />
  7. 7. Planview Resource utilization<br />Map to our Resource Supply and Demand Process and crate Resource Utilization Sub-process.<br />See where your resources are book and implement a process for rules around “Resource Assignments” and “Resource substitutions.”<br />
  8. 8. ITVAMP 12 Key Process Areas<br />
  9. 9. Manage stage gates<br />We build process workflow that will directly map to the Planview Lifecycle.<br />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!<br />© 2009 ITVAMP, LLC All Rights Reserved<br />
  10. 10. ITVAMP’s Clients <br />

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