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Agile Product Lifecycle Management Product Portfolio Management User Guide
Release 9.3.3
E39293-05
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
Agile Product Portfolio Management Overview
1.1.1
What's New in PPM 9.3.3
1.1.2
Upgrade Considerations
1.1.3
Configuration Notes
1.1.4
Related Documentation
1.1.5
Features Summary
1.1.6
When to Use Web Client
1.1.7
When to Use Gantt Chart
1.1.8
Project Management Objects
1.1.8.1
Project Tree Structure
1.1.9
PPM Process Flow
1.1.10
Where to Find Information
2
Understanding the Interface
2.1
Home Page
2.1.1
Quick Links
2.1.2
Home Page Inbox Tabs
2.1.2.1
Dashboard
2.1.2.2
Viewing the Dashboard
2.1.2.3
Manipulating the Dashboard Widgets
2.1.2.4
Dashboard Tabs
2.1.2.5
Configuring Dashboard Tab Widgets
2.1.2.6
Executive Tab
2.1.2.7
Projects Tab
2.1.2.8
Resources Tab
2.1.2.9
Financial Tab
2.1.2.10
My Stuff Tab
2.1.2.11
Optional Tabs
2.1.2.12
Dashboard Management Administration Tasks
2.1.2.13
Notifications
2.1.2.13.1
PPM Notifications
2.1.2.13.2
Cost Impact Notifications
2.1.2.13.3
Discussion-related Notifications
2.1.2.13.4
Other Notifications
2.1.2.13.5
Ownership, Assignment, or Delegation Notifications
2.1.2.13.6
Schedule Change Notifications
2.1.2.13.7
Setup-related Notifications
2.1.2.13.8
Workflow-related Notifications
2.1.2.14
Workflow Routings Tab
2.1.2.15
My Assignments
2.1.2.15.1
Project Assignments
2.1.2.15.2
My Assignments Table
2.1.2.15.3
My Assignments Tab Tools
2.1.2.15.4
Using the View Options to Sort your Assignment List
2.1.2.15.5
Creating Personalized Views
2.1.2.15.6
Hiding and Unhiding Assignments
2.1.2.15.7
Printing the Assignment Table
2.1.2.15.8
Using the Quick View Dialog
2.1.2.16
Timesheet
2.1.2.17
Timesheet Tab Tools
2.2
Project Page
2.2.1
Viewing Project Details
2.2.2
Viewing Project Summary
2.2.2.1
Summary Page Actions
2.2.3
Viewing General Information
2.2.3.1
Dates
2.2.3.2
Duration
2.2.3.3
Audit Values
2.2.4
Working with Attachments
2.2.5
Collaborating on Project Activities
2.2.6
Viewing History
2.2.7
Actions Menu
2.2.8
Address Book Palette
2.3
Gantt Chart
2.3.1
Prerequisites
2.3.2
Modes of Operation
2.3.3
Launching Gantt
2.3.4
Launch Options
2.3.5
Launching Gantt Using Shortcuts
2.3.6
Gantt Toolbar
2.3.7
Views in Gantt
2.3.7.1
Gantt
2.3.7.2
Task Assignment
2.3.7.3
Calendar
2.3.7.4
Critical Path
2.3.7.5
Comparative Gantt
2.3.7.6
Resource
2.3.7.7
Resource Sheet
2.3.7.8
Resource Utilization
2.3.8
Customizing the Gantt Chart
2.3.8.1
Setting Preferences
2.3.8.2
Appearance and Style
2.3.8.3
Bar Labels
2.3.8.4
Grids
2.3.8.5
View Bar
2.3.9
Gantt File Menu Options
2.3.10
Working Offline on Gantt
2.3.11
Unlocking Projects before Exiting
2.3.12
Toggling the View Between Gantt and Web Client
2.3.13
Printing a Gantt Chart
3
Setting Up Project Management Processes
3.1
Setting up a Project Structure
3.1.1
Creating a Project Template
3.1.2
Identifying the Template Used to Create a Project
3.1.3
Adding Activities
3.1.3.1
Add Activities using Gantt Chart
3.1.3.2
Add Activities using Web Client
3.1.4
Adding Gates
3.1.4.1
Defining Stationary Gates
3.1.5
Adding Milestones
3.1.6
Editing Data
3.1.7
Deleting Project Elements
3.1.8
Setting Ownership to Resource Pools
3.2
Managing Content
3.2.1
Adding Content
3.2.2
Adding Revision-controlled Objects
3.2.3
Setting Mandatory Content
3.2.4
Setting Up AutoNumbering
3.2.5
Personalizing Views for Content
3.2.6
Defining Rules for Content
3.2.7
Duplicating Deliverables from a Project Template
3.2.7.1
AutoNumbers
3.2.7.2
Required Fields
3.2.7.3
Tabs
3.2.7.4
Activities and Gates
3.2.7.5
Root Projects
3.2.7.6
Templates
4
Creating and Managing Projects
4.1
Creating a Project
4.1.1
Using Gantt Chart
4.1.2
Using Web Client
4.2
Editing a Project
4.2.1
Editing Project Objects Concurrently
4.2.2
Editing Multiple Tasks in the Same Project Tree
4.2.3
Editing Tasks with a Predecessor and Successor Relationship
4.2.3.1
Examples
4.2.4
Multiple Users Editing the Same Task
4.2.5
Locking Tasks for Editing
4.2.6
Editing Unlocked Tasks
4.2.6.1
Reviewing Changes
4.2.6.2
Undoing Changes
4.3
Activating a Project
4.4
Working with Project Content
4.4.1
Viewing Content
4.4.2
Updating Content
4.5
Managing Resources
4.5.1
Adding Resources
4.5.1.1
Adding Resources Using Web Client
4.5.1.2
Adding Team Members from Schedule Tab
4.5.1.3
Adding Team Members from Team Tab
4.5.1.4
Adding Resources Using Gantt
4.5.2
Viewing Resource Utilization
4.5.2.1
Viewing Project Resource Utilization Chart
4.5.2.2
Viewing Resource Utilization Reports
4.5.2.3
Viewing Resource Utilization Reports using Web Client
4.5.2.4
Viewing Resource Utilization Reports using Gantt
4.5.3
Editing Team Member Attributes
4.5.4
Assigning Tasks to Resources
4.5.4.1
Bulk Assigning Tasks to a Resource
4.5.4.2
Splitting a Task Among Several Resources
4.5.4.3
Changing Ownership of Tasks in Projects Created from Templates
4.5.4.4
Removing Resources
4.5.4.5
Delegating Ownership
4.5.4.6
Changing Ownership Directly
4.5.4.7
Substituting Resources
4.5.5
Searching for Timesheets
4.5.6
Defining Timesheet Views
4.6
Managing Schedules
4.6.1
Creating and Editing Dependencies
4.6.1.1
Creating and Editing Dependencies in Web Client
4.6.1.2
Creating and Editing Dependencies in Gantt
4.6.1.3
Types of Dependencies
4.6.1.4
Dependency Time Buffer
4.6.1.5
Dependencies Between Templates and Active Projects
4.6.1.6
Editing Display Order
4.6.1.7
Rescheduling a Program
4.6.1.8
Creating a Baseline
4.6.1.8.1
Comparing Baselines
4.7
Managing Discussions
4.7.1
Discussions Table
4.7.2
Adding Discussions
4.7.3
Replying to Discussions
4.7.3.1
Replying to Discussions from your Home Page
4.7.3.2
Replying to Discussions from the Project Summary Page
4.7.4
Viewing Discussion Replies
4.7.5
Removing Discussions
4.7.6
Viewing Action Items
4.8
Archiving Projects
5
Participating in Projects
5.1
Working on Assignments
5.1.1
Accepting Assignments
5.1.2
Declining Assignments
5.1.3
Editing Assignments
5.1.4
Mark Assignments Complete
5.1.5
Flagging Assignments
5.1.6
Reporting Time
5.2
Subscribing to Events
5.3
Changing Workflow Status
6
Tracking Projects
6.1
Status Tracking
6.1.1
Default Health Statuses
6.1.2
How Status Roll-Up works
6.1.3
Workflow Status
6.1.4
Rules for Parent Status
6.1.5
Cost Status
6.1.6
How Total Cost is Determined
6.1.7
Costs Included in Baselines
6.2
Reports
6.2.1
About Agile Standard Reports
6.2.2
Agile Standard Reports for PPM
7
Working with Microsoft Project
7.1
Data Supported
in the Integration
7.2
Data Not Supported in the Integration
7.3
Before You Begin
7.3.1
Setting Up Microsoft Project Synchronization
7.3.2
Understanding How the Schedule Editors Differ
7.3.2.1
Choosing the Scheduling Engine
7.3.3
Transferring Microsoft Project Work Values to PPM
7.3.4
Notes on the Agile Menu in Microsoft Project
7.4
Creating a Project from an Existing Microsoft Project File
7.5
Updating a Project with Changes Made in Microsoft Project
7.6
Using a PPM Project Template in Microsoft Project
7.7
Working Offline on a PPM Project
7.8
Read Only and Edit Modes
7.9
Replicating a PPM Project Across Servers
7.10
Deleting Objects in Microsoft Project
8
Working with Recipe Management for Pharmaceuticals
8.1
Synchronizing Data between PPM and RMW
9
Import and Export
9.1
Importing Data
9.1.1
Before You Begin
9.1.2
Persistence of Import Settings
9.1.3
Importing Large Data Files
9.1.4
Supported File Formats
9.1.5
Data Transformation
9.2
Importing Projects and Project Content
9.2.1
Define Import Preferences
9.2.2
File Selection
9.2.3
Specify File Content
9.2.4
Specify Attribute Mapping
9.2.5
Review Import Settings and Begin Import
9.3
Exporting Data
10
Configuring Product Portfolio Management
10.1
Administration in Agile Java Client
10.1.1
Product Portfolio Management Configuration Checklist
10.1.2
Notes on Data Settings
10.1.2.1
Object Classes for Deliverables
10.1.2.2
Enabling the Calculate Attributes
10.1.2.3
Configuring Display of Date Attributes in Schedule Tab
10.1.2.4
Variances Displayed in the General Info Tab Summary Table
10.1.3
Notes on Setting Up Roles
10.1.3.1
Default Roles Assigned Automatically to Agile PPM Users
10.1.3.2
How the Lists of Available Agile PPM Roles are Determined
10.1.4
Notes on Assigning PPM-specific Privileges
10.1.4.1
Create from Template Privilege
10.1.4.2
Share, Grant, and Delegate Owner Privileges
10.1.4.3
Microsoft Project Privilege
10.1.4.4
Update All Timesheets Privilege
10.1.4.5
Adding Project Contents in Modify Privilege
10.1.4.6
Accessing Gantt Charts
10.1.4.7
Modify Privilege Mask Applied To Properties that Control Specific User Actions
10.1.4.8
About Privileges for Gantt Chart and Microsoft Project
10.1.4.9
Delete Object Privileges for Gantt Chart and Microsoft Project
10.1.4.10
Setting Up Restricted Delete Privileges
10.1.4.11
Settings Required for Menu Command: Actions > Change to Canceled
10.1.4.12
Enabling Assign Action in User Groups
10.1.4.13
Configuring Stationary Gates
10.1.5
Notes on Setting Up SmartRules
10.1.5.1
Automatic Installation from PPM SmartRule
10.1.6
Configuring Status Display
10.1.6.1
Status Nodes
10.1.6.2
Changing the Status Names the User Sees
10.1.6.3
Modifying Status Node Settings
10.1.6.4
Schedule Status
10.1.6.4.1
Schedule Status Guidelines
10.1.6.4.2
How Schedule Status is Determined
10.1.6.5
Cost Status
10.1.6.6
Quality Status
10.1.6.7
Resource Status
10.1.7
Configuring UI Data Display
10.1.7.1
UI Configuration Data
10.2
Administration in Agile Web Client
10.2.1
Configuring Project Summary Display
10.2.2
Configuring the Dashboard
10.2.3
Personalizing the Project Summary Page
10.2.4
Configuring Timesheet Display
10.3
Configuring Microsoft Project Integration
10.3.1
Using Custom Agile PPM Subclasses in Microsoft Project
10.3.2
Transferring Microsoft Project Work Values to Agile PPM as Days Effort
A
Deleting Agile Objects
A.1
Soft-Deleting an Object
A.2
Undeleting an Object
A.3
Hard-Deleting an Object
B
Best Practices
B.1
Best Practices for General Project Management
B.1.1
Process Definition and Acceptance
B.1.2
Implementation Realities and Requirements
B.2
Best Practices for PPM Setup
B.2.1
Administrative Setup
B.2.2
Templates and Project Setup
B.3
Best Practices for PPM Process Execution
B.3.1
General Project Execution
B.3.2
Phase-Gate Project Execution
B.4
Best Practices: PPM for Business Intelligence
B.4.1
Configuring PLM BI
B.4.2
Using the PLM Reference Number
B.4.2.1
Rules for using PLM Reference field in a Portfolio:
B.4.2.2
Rules for using PLM Reference field in a Program:
B.4.2.3
Rules for using PLM Reference field to identify a Product:
B.4.3
Using the Right Project Structure
B.4.4
Using Category Fields
B.5
Best Practices for MSP-PPM Integration
B.5.1
Creating A Project
B.5.2
Maintaining PPM Constraints
