Service Manager can be used for portfolio and project management (PPM) with the following key capabilities: - It provides a single system to manage projects, track expenses, and link projects to other records like incidents or service requests. - The PPM tools allow management to initiate, oversee, and analyze projects. Costing features track project budgets and spending. - Customers can set up financial information, create portfolios and projects, plan projects with tasks and timelines, and track changes with dashboards and reports.

1. Service Manager: Portfolio and Project
Management (PPM)
Nancy Lee, Darry Sarkisian

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

7. Project Overview

8. Continuous Tracking
 Gantt Chart – Update Project Plan
 Project Costs
 Track Tasks
 Risks
 Issues
 Escalations
 Project Documents
 Knowledge

9. Schedule Tasks directly into Chart

10. Change Management
 Manage Project Changes
 Scope Creep
 Schedule Change
 Budget Change
 …
 ISM Change Management Process
 Change Management Review Committee – Review and Approve

11. Project linked to Change Management

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

13. Project Manager Dashboard

14. Demo

15. Q and A

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