Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 1 · The PPM Landscape
Offerings, functional areas and navigation
Lesson 10 of 198 · 13 min
Open Setup and Maintenance and show both offerings in the list. Tour the Project Financial Management functional areas, then the Project Execution Management ones. Show the opt-in page and enable a feature. Create an implementation project. Search for a task by name. Tour the work areas — Project Financial Management, Project Costing, Project Billing, Project Management, Resource Management — and show where profile options live, and how to find the one governing a behaviour. Learn task-name search rather than click paths. Paths shift between releases. PROFILE OPTIONS MATTER MORE IN PPM THAN IN THE OTHER COURSES IN THIS FAMILY. A surprising amount of behaviour is governed by them, and they are the least discoverable configuration in the product. Learn the search technique, not a list — that is the transferable skill here. Note where the scheduled processes reference lives; Module 18 builds the operational runbook from it.
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.
In this module: Module 1 · The PPM Landscape
- 1Two offerings, not one productFree preview
- 2The Project Financial Management applications
- 3The Project Execution Management applications
- 4Running the scoping conversation
- 5The cost-to-ledger mapFree preview
- 6Offerings, functional areas and navigation
- 7Working on a PPM project
- 8Lab: scope three clients and draw the map