Hewlett-Packard Project & Portfolio Management System

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Hewlett-Packard Hewlett-Packard Project & Portfolio Management SystemProject & Portfolio Management System

April 4, 2011April 4, 2011

System Navigation System Navigation


Process\System StakeholdersProcess\System Stakeholders


2


PPM LoginPPM Login

3



Dashboard HomepageDashboard Homepage

4



Request TypesRequest Types


• Request Type - Issue• Request Type - Issue

• Work flow Step Exit Options• Work flow Step Exit Options

• Required Fields• Required Fields

• Auto-Populated Fields• Auto-Populated Fields

• Free Text Fields• Free Text Fields

• Menu Driven• Menu Driven

• Security\Access Control• Security\Access Control

• Customized On-Line Help• Customized On-Line Help

• Printable and Exportable• Printable and Exportable


Request Notes & ReferencesRequest Notes & References

6



Request Work FlowsRequest Work Flows

7



Dashboard HomepageDashboard Homepage

8

• Multiple Dashboards• Multiple Dashboards

• Record Count & Scrolling• Record Count & Scrolling

• Link to the Data Object• Link to the Data Object

• Export to Excel• Export to Excel

• Sort by any column – click heading ascending, click again, descending

• Sort by any column – click heading ascending, click again, descending

• Maximize Portlet• Maximize Portlet



9

Maximized Portlet ViewMaximized Portlet View

• Report as PDF• Report as PDF

• On-Line Help• On-Line Help

• Edit Portlet Icon• Edit Portlet Icon



Editing PortletsEditing Portlets

• Preferences – all “AND” conditions

• Preferences – all “AND” conditions

• Change Title• Change TitleDan GallagherDan Gallagher

05/01/201005/01/2010 07/31/201007/31/2010



Configuring PortletsConfiguring Portlets

• Balance of Portlet fields• Balance of Portlet fields

• Default Sort• Default Sort

• Rows to Display• Rows to Display

• Portlet Fields in Order• Portlet Fields in Order

• Add Fields to Maximize• Add Fields to Maximize

• Not right now• Not right now



Adding Dashboards & PortletsAdding Dashboards & Portlets

• Personalize Dashboard• Personalize Dashboard



Add a PortletAdd a Portlet

• Select Private Pages, then Add Page for Dashboard

• Select Private Pages, then Add Page for Dashboard

• Page at Top is Default• Page at Top is Default

• Half or Full Size• Half or Full Size

• Rearrange by Dragging• Rearrange by Dragging

• Add Portlet by Category• Add Portlet by Category

• Add Portlet by Name• Add Portlet by Name

• Select Add button• Select Add button



Request List PortletRequest List Portlet• Request List Default• Request List Default

• Common Request Fields• Common Request Fields

• Select Specific Request Type• Select Specific Request Type



Custom Fields DisplayedCustom Fields Displayed• Choose HNB Project• Choose HNB Project

• Advance Filter Enabled• Advance Filter Enabled

• All Fields Displayed• All Fields Displayed



ReportingReporting


• Pre-Schedule and\or Repetitive• Pre-Schedule and\or Repetitive

• Create Report • Create Report

• Send Notifications with Link• Send Notifications with Link

• Set Preferences – same as Portlets• Set Preferences – same as Portlets

• Search Reports | Link to Report• Search Reports | Link to Report

View in Slide Show mode; see Notes Page Format for detailsView in Slide Show mode; see Notes Page Format for detailsView in Slide Show mode; see Notes Page Format for detailsView in Slide Show mode; see Notes Page Format for details

Date post:	30-Dec-2015
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Hewlett-Packard Project & Portfolio Management System

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