| Project Portfolio Management – Part I |
10:00 – 11:00 |
- Project Hierarchy
- Building and navigating the Project Hierarchy
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- Specifying Resource Demand
- Demanding Roles from Teams, Adjusting Cost Rates, Multi-Currency, Plan Authorisation
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- Allocating Resources to Projects
- Searching for and allocating Resources to satisfy Approved Resource Demand
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- Delivery Management
- Cross Project Dependencies, Assigning Values to Deliverables, Dashboard Analysis
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| Project Portfolio Management – Part II |
11:15 – 13:00 |
- Risk & Issue Management
- Entering Risks, Assigning Actions, Monitoring Progress, Dashboard Analysis
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- Financial Analysis
- Rolling up Costs across the portfolio, Budget Comparison
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- Project Status Reporting
- Project Status Reporting Configuration, Archiving (PDF)
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- Capability Management
- Resource Capability Analysis, Resource Utilisation and Allocation, Resource Under/Over Supply.
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- Scenario Modelling.
- View the impact when Adding New Projects, Removing Existing Projects and Revising Project Plan
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- Project Planning
- Building detailed project plans, Importing / Exporting to Microsoft Project, Reviewing Plan Progress
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| Organisation Planning |
13:40 – 15:00 |
- The Organisation
- Mapping the organisation Structure
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- Plan Types
- Local Operational Plans and Department Budgets
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- Specifying Planned Headcount & Planned Budgets
- Specify Planned Headcount by Roles and Cost Type (Permanent, Contractor, Partner etc.)
- Specify Planned Expenditure by Cost Type
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- Managing Resources
- Manage Resource Movement In, Out and across the Organisation.
- Identify Recruitment Gaps and Staff Surplus
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- Financial Analysis
- Rolling up Costs across the organisation,
Analysis against Budget, Analysis against Previous Plan Versions.
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- Scenario Modelling.
- Analyse Scenarios: Project Portfolio Demand against Planned Headcount and People in-post Data.
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| Reporting |
15:15 – 16:15 |
- Data Views
- Using Data Views to easily identify the Data that you need on your Report.
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- Creating Reports
- Selecting Data, Grouping, Formatting, Define Calculated Fields
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- Filtering Report Data
- Defining Selection Criteria, Pre-Populating Criteria from Dashboard and Screen Content
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- Context Sensitive Reports
- Define Context-Sensitive Reports as an extension to the existing Dashboards
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- Output Options
- Microsoft Excel & PDC Formats, Setting Default Format etc
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| Accessing the Atlantic Global Solution Play Area |
16:15 – 16:30 |
- Access the Atlantic Global “Play Area”
- Using your Web browser or from your mobile phone!
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