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Hewlett-Packard Project & Portfolio Management System. April 4, 2011. System Navigation. ProcessSystem Stakeholders. 2. View in Slide Show mode; see Notes Page Format for details. PPM Login. 3. View in Slide Show mode; see Notes Page Format for details. Dashboard Homepage. 4.
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Hewlett-Packard Project & Portfolio Management System April 4, 2011 System Navigation
Process\System Stakeholders 2 View in Slide Show mode; see Notes Page Format for details
PPM Login 3 View in Slide Show mode; see Notes Page Format for details
Dashboard Homepage 4 View in Slide Show mode; see Notes Page Format for details
Request Types • Request Type - Issue • Work flow Step Exit Options • Required Fields • Auto-Populated Fields • Free Text Fields • Menu Driven • Security\Access Control • Customized On-Line Help • Printable and Exportable View in Slide Show mode; see Notes Page Format for details
Request Notes & References 6 View in Slide Show mode; see Notes Page Format for details
Request Work Flows 7 View in Slide Show mode; see Notes Page Format for details
Dashboard Homepage • Multiple Dashboards • Record Count & Scrolling • Link to the Data Object • Export to Excel • Sort by any column – click heading ascending, click again, descending • Maximize Portlet 8 View in Slide Show mode; see Notes Page Format for details
Maximized Portlet View • Report as PDF • On-Line Help • Edit Portlet Icon View in Slide Show mode; see Notes Page Format for details
Dan Gallagher 05/01/2010 07/31/2010 Editing Portlets • Preferences – all “AND” conditions • Change Title View in Slide Show mode; see Notes Page Format for details
Configuring Portlets • Balance of Portlet fields • Default Sort • Rows to Display • Portlet Fields in Order • Add Fields to Maximize • Not right now View in Slide Show mode; see Notes Page Format for details
Personalize Dashboard Adding Dashboards & Portlets View in Slide Show mode; see Notes Page Format for details
Add Portlet by Category • Add Portlet by Name • Select Add button Add a Portlet • Select Private Pages, then Add Page for Dashboard • Page at Top is Default • Half or Full Size • Rearrange by Dragging View in Slide Show mode; see Notes Page Format for details
Common Request Fields • Select Specific Request Type Request List Portlet • Request List Default View in Slide Show mode; see Notes Page Format for details
Advance Filter Enabled • All Fields Displayed Custom Fields Displayed • Choose HNB Project View in Slide Show mode; see Notes Page Format for details
Reporting • Create Report • Set Preferences – same as Portlets • Pre-Schedule and\or Repetitive • Send Notifications with Link • Search Reports | Link to Report View in Slide Show mode; see Notes Page Format for details
Questions? What's the Plan? View in Slide Show mode; see Notes Page Format for details