Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 1 · The PPM Landscape
Running the scoping conversation
Lesson 8 of 198 · 3 min
Who is in the room. The finance lead. The PMO or delivery lead. And whoever holds the budget. If only one of the first two is present, you will scope for the one who is there. Not through bias — because they will describe their problem, in their vocabulary, and the other half of the domain will simply not come up. OPEN WITH OUTPUTS. "Show me every report and every document your project business produces today." Invoices point to PFM billing. Resource utilization reports point to PEM. Gantt charts point to PEM. Project P&Ls point to PFM. The documents answer the question before anybody has to. The question sequence. One. Do you bill customers for project work? How is the price determined? Two. Do you need project cost visibility in the general ledger — and at what grain? Three. Do you capitalize any project spend into assets? Four. Do you…
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