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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 18 · Project Templates and Workflows

Profile options and scheduled processes

Lesson 190 of 198 · 13 min

Show how to find the profile option governing a given behaviour. Change one and demonstrate the effect. Review the scheduled processes across PPM: costing, billing, revenue, summarization, resource maintenance, cross-charge. Schedule the core set with sensible frequencies, show the process monitoring view, and BUILD THE OPERATIONAL RUNBOOK — which process, how often, who owns it, what to do when it fails. PPM DEPENDS ON SCHEDULED PROCESSES MORE THAN ANY OTHER COURSE IN THIS CATALOGUE. Costing, billing, revenue, summarization, cross-charge and resource maintenance are all batch. A client who does not schedule them has a system that appears broken. THE RUNBOOK IS THE MOST VALUABLE SINGLE DELIVERABLE YOU LEAVE BEHIND. Every process, its frequency, its owner, its dependencies and its failure response. Take the template and fill it in for every client. Document every profile option changed, and why.

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In this module: Module 18 · Project Templates and Workflows

  1. 1The template is the deliverableFree preview
  2. 2Designing the template set
  3. 3Creating a project template
  4. 4Template plan structure and RBS
  5. 5Financial plan types and billing on the template
  6. 6Team, classifications and defaults
  7. 7Approval workflows
  8. 8Profile options and scheduled processes
  9. 9What breaks
  10. 10Lab: four templates, timed, and a runbook