<?xml version="1.0" encoding="utf-8" ?>
<!DOCTYPE FL_Course SYSTEM "https://www.flane.de/dtd/fl_course095.dtd"><?xml-stylesheet type="text/xsl" href="https://portal.flane.de/css/xml-course.xsl"?><course productid="33446" language="en" source="https://portal.flane.de/ibb/en/xml-course/opentext-ppm120-10" lastchanged="2025-07-29T12:18:23+02:00" parent="https://portal.flane.de/ibb/en/xml-courses"><title>PPM120 – PPM Center 10.x Essentials</title><productcode>PPM120-10</productcode><vendorcode>MF</vendorcode><vendorname>OpenText</vendorname><fullproductcode>MF-PPM120-10</fullproductcode><version>1.0</version><objective>&lt;p&gt;Upon successful completion of this course, you should be able to:
&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Identify business processes that can be automated through PPM Center&lt;/li&gt;&lt;li&gt;Write basic design requirements for a PPM Center implementation&lt;/li&gt;&lt;li&gt;Create and process requests by using PPM Center&lt;/li&gt;&lt;li&gt;Set up user accounts to define who has access to PPM Center and what functionalities they have permission to use&lt;/li&gt;&lt;li&gt;Personalize your PPM Center dashboard according to your specific requirements as an end user&lt;/li&gt;&lt;li&gt;Publish and distribute dashboard modules&lt;/li&gt;&lt;li&gt;Design and configure request workflows to automate request resolution processes&lt;/li&gt;&lt;li&gt;Configure request types to identify information that needs to be collected during request resolution processes&lt;/li&gt;&lt;li&gt;Identify requirements for integrating request and package processes&lt;/li&gt;&lt;/ul&gt;</objective><essentials>&lt;p&gt;To be successful in this course, you should have the following prerequisites or knowledge.
&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Experience with the Windows operating systems&lt;/li&gt;&lt;li&gt;Knowledge of relational databases and database terminology&lt;/li&gt;&lt;/ul&gt;</essentials><audience>&lt;p&gt;PPM users who configure the PPM Centersoftware.&lt;/p&gt;</audience><contents>&lt;ul&gt;
&lt;li&gt;Module 1: Course Overview&lt;/li&gt;&lt;li&gt;Module 2: Processing Requests and Packages&lt;/li&gt;&lt;li&gt;Module 3: Managing User Accounts and Licenses&lt;/li&gt;&lt;li&gt;Module 4: Managing Security&lt;/li&gt;&lt;li&gt;Module 5: Personalizing Your Dashboard&lt;/li&gt;&lt;li&gt;Module 6: Configuring Dashboard Modules&lt;/li&gt;&lt;li&gt;Module 7: Designing Workflows&lt;/li&gt;&lt;li&gt;Module 8: Configuring Basic Workflows&lt;/li&gt;&lt;li&gt;Module 9: Configuring Decision Step Sources&lt;/li&gt;&lt;li&gt;Module 10: Controlling Data Integrity Using Validations&lt;/li&gt;&lt;li&gt;Module 11: Working with CloudSlang&lt;/li&gt;&lt;li&gt;Module 12: Request Type and Request Header Type Overview&lt;/li&gt;&lt;li&gt;Module 13: Configuring Request Header Types&lt;/li&gt;&lt;li&gt;Module 14: Configuring Request Types&lt;/li&gt;&lt;li&gt;Module 15: Configuring Project Types&lt;/li&gt;&lt;li&gt;Module 16: Using Request Types Rules&lt;/li&gt;&lt;li&gt;Module 17: Using Request Statuses and Status Dependencies&lt;/li&gt;&lt;li&gt;Module 18: Automating System Executions in Requests&lt;/li&gt;&lt;li&gt;Module 19: Integrating Parallel Request Processes&lt;/li&gt;&lt;li&gt;Appendix: Creating Your Own User Account&lt;/li&gt;&lt;/ul&gt;</contents><outline>&lt;h5&gt;Module 1: Course Overview&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Review course objectives&lt;/li&gt;&lt;li&gt;Review the class schedule&lt;/li&gt;&lt;li&gt;Review class logistics and daily schedule&lt;/li&gt;&lt;li&gt;Review virtual classroom settings&lt;/li&gt;&lt;li&gt;Conduct introductions&lt;/li&gt;&lt;li&gt;Review eBooks&lt;/li&gt;&lt;li&gt;Review related courses and learning path&lt;/li&gt;&lt;li&gt;Review certifications&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 2: Processing Requests and Packages&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Identify the Project and Portfolio Management (PPM) Center applications and the solutions they provide&lt;/li&gt;&lt;li&gt;Create and process requests&lt;/li&gt;&lt;li&gt;Create and process packages&lt;/li&gt;&lt;li&gt;Update tasks and track project status&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 3: Managing User Accounts and Licenses&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Create user accounts&lt;/li&gt;&lt;li&gt;Define the appropriate authentication settings for each user account&lt;/li&gt;&lt;li&gt;Grant licenses that are relevant to the roles of each user&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 4: Managing Security&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Identify the different security layers that can be implemented in HP Project and Portfolio Management (PPM) Center&lt;/li&gt;&lt;li&gt;Organize users and assign them access grants according to the common tasks they perform in PPM Center&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 5: Personalizing Your Dashboard&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Recognize the options that end users have for personalizing their dashboards&lt;/li&gt;&lt;li&gt;Set portlet display preferences&lt;/li&gt;&lt;li&gt;Add, remove, and rearrange portlets in your dashboard&lt;/li&gt;&lt;li&gt;Use preconfigured dashboard pages&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 6: Configuring Dashboard Modules&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Create a new dashboard module&lt;/li&gt;&lt;li&gt;Describe the options for delivering dashboard modules&lt;/li&gt;&lt;li&gt;Configure shared and self-service modules&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 7: Designing Workflows&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Analyze the components of a business process&lt;/li&gt;&lt;li&gt;Translate a business process into terms in HP Project and Portfolio Management (PPM) Center&lt;/li&gt;&lt;li&gt;Design a complete workflow&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 8: Configuring Basic Workflows&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Create a workflow definition&lt;/li&gt;&lt;li&gt;Use workflow step sources to define the steps in a workflow&lt;/li&gt;&lt;li&gt;Add transitions to link workflow steps&lt;/li&gt;&lt;li&gt;Designate individuals and groups who can act on workflow steps&lt;/li&gt;&lt;li&gt;Attach email notifications to workflow steps&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 9: Configuring Decision Step Sources&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Recognize when to create new decision step sources&lt;/li&gt;&lt;li&gt;Configure a decision step source&lt;/li&gt;&lt;li&gt;Use workflow step timeouts&lt;/li&gt;&lt;li&gt;Use polling decision steps&lt;/li&gt;&lt;li&gt;Configure steps that allow for delegation&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 10: Controlling Data Integrity Using Validations&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Use the Validations Workbench to create validations&lt;/li&gt;&lt;li&gt;Identify the different validation component types available for workflow step sources&lt;/li&gt;&lt;li&gt;Identify the different validation component types available for data fields&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 11: Working with CloudSlang&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Describe the components of a request process&lt;/li&gt;&lt;li&gt;Define the general tasks in building a request process&lt;/li&gt;&lt;li&gt;Design and configure request workflows&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 12: Request Type and Request Header Type Overview&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Plan the data requirements of a request process&lt;/li&gt;&lt;li&gt;Describe the relationship between a request type and its request header type&lt;/li&gt;&lt;li&gt;Organize data fields across a request type and request header type&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 13: Configuring Request Header Types&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Create new request header types&lt;/li&gt;&lt;li&gt;Configure the attribute, default, storage, and security settings of data fields&lt;/li&gt;&lt;li&gt;Modify standard request header type fields&lt;/li&gt;&lt;li&gt;Add field groups to a request header type&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 14: Configuring Request Types&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Design and configure request types to contain data fields and business rules for collecting and storing request information&lt;/li&gt;&lt;li&gt;Configure and add a table component into a request type&lt;/li&gt;&lt;li&gt;Arrange the request type layout&lt;/li&gt;&lt;li&gt;Restrict the use of a request type to a limited group of users&lt;/li&gt;&lt;li&gt;Link a request type to its corresponding workflow&lt;/li&gt;&lt;li&gt;Build different levels of help contents within a request type&lt;/li&gt;&lt;li&gt;Define notifications to be automatically sent out on specific field changes&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 15: Configuring Project Types&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Create a project type&lt;/li&gt;&lt;li&gt;Configure project policies&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 16: Using Request Types Rules&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Identify requirements for using request type rules&lt;/li&gt;&lt;li&gt;Create and apply requests type rules&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 17: Using Request Statuses and Status Dependencies&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Create new request statuses&lt;/li&gt;&lt;li&gt;Define the request statuses that a request type will use&lt;/li&gt;&lt;li&gt;Assign request statuses to workflow steps&lt;/li&gt;&lt;li&gt;Identify when status dependency rules are required&lt;/li&gt;&lt;li&gt;Define status dependency rules to conditionally set data field&lt;/li&gt;&lt;li&gt;&lt;/li&gt;&lt;/ul&gt;&lt;h5&gt;Module 18: Automating System Executions in Requests&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Configure a request type to include command codes that run system executions and application routines&lt;/li&gt;&lt;li&gt;Configure a workflow step source to invoke request type commands&lt;/li&gt;&lt;li&gt;Set up a workflow to designate when request type commands will be executed within a process&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Module 19: Integrating Parallel Request Processes&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Recognize requirements for integrating parallel request processes&lt;/li&gt;&lt;li&gt;Identify the options users have when creating request-request relationships&lt;/li&gt;&lt;li&gt;Define security permissions that will allow users to create controlling relationships between requests&lt;/li&gt;&lt;li&gt;Set up designated steps in the request workflow for spawning new requests&lt;/li&gt;&lt;/ul&gt;
&lt;h5&gt;Appendix: Creating Your Own User Account&lt;/h5&gt;&lt;ul&gt;
&lt;li&gt;Creating a new user account&lt;/li&gt;&lt;li&gt;Giving your user account access to the required PPM functionality&lt;/li&gt;&lt;/ul&gt;</outline><objective_plain>Upon successful completion of this course, you should be able to:



- Identify business processes that can be automated through PPM Center
- Write basic design requirements for a PPM Center implementation
- Create and process requests by using PPM Center
- Set up user accounts to define who has access to PPM Center and what functionalities they have permission to use
- Personalize your PPM Center dashboard according to your specific requirements as an end user
- Publish and distribute dashboard modules
- Design and configure request workflows to automate request resolution processes
- Configure request types to identify information that needs to be collected during request resolution processes
- Identify requirements for integrating request and package processes</objective_plain><essentials_plain>To be successful in this course, you should have the following prerequisites or knowledge.



- Experience with the Windows operating systems
- Knowledge of relational databases and database terminology</essentials_plain><audience_plain>PPM users who configure the PPM Centersoftware.</audience_plain><contents_plain>- Module 1: Course Overview
- Module 2: Processing Requests and Packages
- Module 3: Managing User Accounts and Licenses
- Module 4: Managing Security
- Module 5: Personalizing Your Dashboard
- Module 6: Configuring Dashboard Modules
- Module 7: Designing Workflows
- Module 8: Configuring Basic Workflows
- Module 9: Configuring Decision Step Sources
- Module 10: Controlling Data Integrity Using Validations
- Module 11: Working with CloudSlang
- Module 12: Request Type and Request Header Type Overview
- Module 13: Configuring Request Header Types
- Module 14: Configuring Request Types
- Module 15: Configuring Project Types
- Module 16: Using Request Types Rules
- Module 17: Using Request Statuses and Status Dependencies
- Module 18: Automating System Executions in Requests
- Module 19: Integrating Parallel Request Processes
- Appendix: Creating Your Own User Account</contents_plain><outline_plain>Module 1: Course Overview


- Review course objectives
- Review the class schedule
- Review class logistics and daily schedule
- Review virtual classroom settings
- Conduct introductions
- Review eBooks
- Review related courses and learning path
- Review certifications

Module 2: Processing Requests and Packages


- Identify the Project and Portfolio Management (PPM) Center applications and the solutions they provide
- Create and process requests
- Create and process packages
- Update tasks and track project status

Module 3: Managing User Accounts and Licenses


- Create user accounts
- Define the appropriate authentication settings for each user account
- Grant licenses that are relevant to the roles of each user

Module 4: Managing Security


- Identify the different security layers that can be implemented in HP Project and Portfolio Management (PPM) Center
- Organize users and assign them access grants according to the common tasks they perform in PPM Center

Module 5: Personalizing Your Dashboard


- Recognize the options that end users have for personalizing their dashboards
- Set portlet display preferences
- Add, remove, and rearrange portlets in your dashboard
- Use preconfigured dashboard pages

Module 6: Configuring Dashboard Modules


- Create a new dashboard module
- Describe the options for delivering dashboard modules
- Configure shared and self-service modules

Module 7: Designing Workflows


- Analyze the components of a business process
- Translate a business process into terms in HP Project and Portfolio Management (PPM) Center
- Design a complete workflow

Module 8: Configuring Basic Workflows


- Create a workflow definition
- Use workflow step sources to define the steps in a workflow
- Add transitions to link workflow steps
- Designate individuals and groups who can act on workflow steps
- Attach email notifications to workflow steps

Module 9: Configuring Decision Step Sources


- Recognize when to create new decision step sources
- Configure a decision step source
- Use workflow step timeouts
- Use polling decision steps
- Configure steps that allow for delegation

Module 10: Controlling Data Integrity Using Validations


- Use the Validations Workbench to create validations
- Identify the different validation component types available for workflow step sources
- Identify the different validation component types available for data fields

Module 11: Working with CloudSlang


- Describe the components of a request process
- Define the general tasks in building a request process
- Design and configure request workflows

Module 12: Request Type and Request Header Type Overview


- Plan the data requirements of a request process
- Describe the relationship between a request type and its request header type
- Organize data fields across a request type and request header type

Module 13: Configuring Request Header Types


- Create new request header types
- Configure the attribute, default, storage, and security settings of data fields
- Modify standard request header type fields
- Add field groups to a request header type

Module 14: Configuring Request Types


- Design and configure request types to contain data fields and business rules for collecting and storing request information
- Configure and add a table component into a request type
- Arrange the request type layout
- Restrict the use of a request type to a limited group of users
- Link a request type to its corresponding workflow
- Build different levels of help contents within a request type
- Define notifications to be automatically sent out on specific field changes

Module 15: Configuring Project Types


- Create a project type
- Configure project policies

Module 16: Using Request Types Rules


- Identify requirements for using request type rules
- Create and apply requests type rules

Module 17: Using Request Statuses and Status Dependencies


- Create new request statuses
- Define the request statuses that a request type will use
- Assign request statuses to workflow steps
- Identify when status dependency rules are required
- Define status dependency rules to conditionally set data field
- 
Module 18: Automating System Executions in Requests


- Configure a request type to include command codes that run system executions and application routines
- Configure a workflow step source to invoke request type commands
- Set up a workflow to designate when request type commands will be executed within a process

Module 19: Integrating Parallel Request Processes


- Recognize requirements for integrating parallel request processes
- Identify the options users have when creating request-request relationships
- Define security permissions that will allow users to create controlling relationships between requests
- Set up designated steps in the request workflow for spawning new requests

Appendix: Creating Your Own User Account


- Creating a new user account
- Giving your user account access to the required PPM functionality</outline_plain><duration unit="d" days="4">4 days</duration><pricelist><price country="FR" currency="EUR">3000.00</price><price country="DE" currency="EUR">3200.00</price></pricelist><miles/></course>