Project Management

Cost Plans related list

Cost Plans = describe the estimates of labor and non-labor costs including resources, software, hardware, services, etc. for projects and demands Cost type = defines cost category and specifies an operating or capital expenditure - Can link to accounts in the General Ledger table - Can be Capex or Opex, as well as Labor, Software, Hardware or Other Note: a labor cost plan has a resource plan attribute. A non-labor has a product model (asset) attribute. Form fields: - Name - Start and End fiscal period - Entered Currency - Cost type External labor Capex & Opex Hardware Capex & Opex Labor Capex & Opex Other Capex & Opex Software Capex & Opex Total planned cost field Unit Cost x Quantity = total (the number of months between the fiscal start and end of the plan are multiplied by the quantity and the unit cost to derive the total planned cost Note: if Recurring box checked, plan cost is recurrent for each month from Start fiscal period to End fiscal period

Benefit Plans

Project Benefit plans = capture potential benefits (financial and non-financial) accrued by the project when project is executed ^Create to specify the estimated benefit in a category spanning 1+ fiscal periods When benefit plan saved, Benefit Plan Breakdown records automatically created = Monetary Benefit Plans tab and Non-monetary Benefit Plans tab

Course 4. SD-PPMF Project Management: Executing, Delivering & Closing

Project related lists used to capture additional information about the project such as tasks, financials, resources and status reports, ect.

Project Tasks

Project tasks = units of work that make up a project Size and number of tasks = depends on level of detail Work Breakdown Structure (WBS) = hierarchical representation of all the tasks in a project Use project tasks tab = view parent level task (to view sub tasks, open up each parent task) Recommended to use planning console = allows user to see parent and sub tasks in one view

Guided Simulation

To create a new project: 1. Project > Projects > Project Workspace 2. Project > Projects > All, click New 3. Project > Projects > Create New

Agile Phases, Stories and Epics

(See below)

Other

(See following)

Fields on Preferences tab

(See screenshot)

Icons and Colors

(See screenshot)

Fields on Preferences tab

(See screenshot) Note: when you change the state or completion level of a project = actual dates auto populated with time component copied from the planned dates. Value of Derive time component from planned dates field had no effect on the time component of actual dates in this case. Value of the field affects the time component only when you populate the actual dates manually.

Financials

(see following)

Milestones

- Can create milestones and set their status to Green, Yellow or Red - Define milestone as a key milestone to track program progress. A key milestone visible on the program timeline - Only top-level milestones (created for project and not for a task or phase) visualized on the project workbench - Milestones can be moved by simply dragging them along the timeline

Access Planning Console

1. Project Record Select "Planning Console" under related links 2. Project Workspace and Project Workbench Open project record Click "Planning" related list Click Project Workbench selection Select Planning Console from dropdown

Add Agile Phase Add Test Phase

Add Agile phase: Right click parent project and select "Add Agile Phase" Add Test Phase Right click parent project and select "Add Test Phase" ^^Once line items created, can right click for additional options

Planning a Project with Tasks and Phases

Add tasks to Project Console: 1. Right-click parent project and select "Add Child Tasks" ^Can add multiple tasks 2. Click + button ^Can add 1 task ^^Once line items created, can right click for additional options

Creating a Project Phase

All top-level tasks represented on the workbench as phases. On Project Workbench, select Add Phase icon (+) and choose phase type: Waterfall, Agile or Test. Waterfall project characteristics: - Top-level project task - Time constraint -Auto Planned end date/Planned duration - Interactive child task list Agile project characteristics - Top-level task with phase type set to Agile - Container of stories - Defined by start and end date or by Start Sprint and End Sprint - A phase Assignment group associates all stories belonging to an Agile group to the respective project phase - Multiple Agile phases can be added representing products or project releases - The related list for an Agile phase visible on the workbench displays records of type story Note: to create agile phase on project workbench, execution type field must be either Agile or Hybrid Test phase characteristics: - Test phase represents a time-bound test effort associated with a Test plan - Test plan determines test artifacts such as Test execution suites and Tests - Test execution suites are a collection of related tests = test execution suite saved as part of a test cycle and can be added to a test plan - Related list for a Test phase contains records of type Test execution suites

Details tab (see following cards)

Allows project managers to document a variety of general details associated to the project including portfolio, investment type, execution type, ect.

Preferences tab

Allows project managers to set predispositions for the (see next card):

Personalized List (Gantt Chart)

Allows you to adjust what you want to show on console Depth = users choose different levels of viewing task depth (up to 5 levels) Viewing Columns = WBS and Short description cannot be deselected however can toggle display of other columns

Agile (project execution type)

An agile software development project = iterative, incremental and flexible; allowing for accelerated realization of the agreed-upon business outcomes. Many variations for agile model, but the core focus in the same = keep customer satisfaction high by delivering working software frequently. Measurement on working software, not tasks in a project plan.

Visual Task Boards (cont.)

Any filtered or non-filtered list of projects and/or project tasks can be converted into VTB easily. 1. Select attribute to organize tasks by (Priority, Risk, State, Asignee) 2. Click menu button next to task attribute to select "Show Visual Task Board" Note: can access the above by going to Self-Service > My Task Boards

Agile Phase related list

Available when project execution type is agile or hybrid. Agile phases act as a parent to one or more stories and encompass multiple sprints, indicated by the start sprint and end sprint fields.

Project Form Fields

Basic information about project captured within fields at the top of the Project form. Project Name Name/short description of project (only field mandatory by default) Project Manager Name of accountable project manager = select a user Status Overall health of a project = green, yellow, red Description Number Percent Complete Aggregate representation of project task completion Project State Pending = no work started Open = project ready to start Work in Progress = work begun Closed Complete = project done Closed Incomplete = project not finish and closed out Closed Skipped = project skipped

External Dependency (Gantt Chart)

Black icon = dependency accepted Red icon = dependency rejected Yellow icon = dependency pending or rejected by other project managers

Resource Plans

Can be created from Resource tab in order to plan and allocate resources needed for projects Select "Manage" = takes you to Resource Workbench to create new resource plans Select "New" = open up resource record

Create Projects from Importing MS Project

Can import projects created in Microsoft Project as a new project/into an existing project: Project > Projects > Import New project - If import MS project into instance as new project = new record created (tasks associated with project imported as well) - Only fields common or mapped between the applications imported (brought into instance with Priority and Risk set to Low) - Admin can also import project tasks for multiple projects using import sets and transform maps Importing to an Existing Project SNOW supports importing from Microsoft Project to an existing project. Microsoft Project = source of truth. Some things to keep in mind when importing to an existing project: - SNOW project reflects Microsoft Project structure - Editing of the project within SNOW lost when a Microsoft project imported - Any project task created in SNOW that doesn't exist in Microsoft Project file deleted - Any project tasks created in Microsoft Project that doesn't exist in SNOW is created [extra] Note: the MS Project Import feature allows users to manage parents and subprojects as 2 different Microsoft projects in SNOW.

Financials tab

Captures the financial aspects of the project.

Business Case tab

Captures the justification, risks, and challenges for the project. Appears on the form once the project has been created (submitted). (See screenshot for Business Case tab fields)

Score tab

Captures the risk, value and size scores based on information entered in the project. Scores can be manually controlled if required. Upon project creation the Score tab doesn't display. Once project submitted, following (next cards) information available on the Score tab.

Dates tabs (and following cards)

Contains important information about key dates within the project. Fields: - Schedule = (project calendar) defines workday duration, weekends and holidays (Project Management Schedule is default schedule) - Planned duration = calculated field representing number of working days between project Planned start date and Planned end date - Planned effort = forecasted number of hours necessary to complete the work - Approved start and end date = date to start/end the project, field retains demand start date if project converted from a demand - Planned start and end date = reflects forecasted project beginning and end dates (fields appear when a project has been saved) - Actual start and end date = dates on which planned project tasks start and end (fields appear when a project has been saved)

Notes tab

Contains working notes and additional comments made by project manager over course of running the project

Cost-related tabs

Cost Plans Captures labor and non-labor project cost estimates by fiscal period Monetary Benefit Plans Captures the potential financial benefits accrued by the project/demand when the project/demand is executed. Create a benefit plan to specify estimated benefit in a category for a fiscal period Project Budget Lists the project budget by fiscal year = created at the portfolio level, but a project specific budget can be created using the project budget related link Expense Lines Actual costs and expenses incurred by the project Note: if PPM Standard Multicurrency plugin is installed and Project Currency view enabled, financial information will appear in the selected project currency.

Good Practices

Define a project schedule Reflect holidays, company shutdowns and any other special dates that need to be excluded for the purposes of task scheduling Create a new project schedule with child schedule entries To define length of work week and length of the work day, in hours Use excluded schedule entry type Prevents work from being scheduled on that particular day

Fine-tuning Your Tasks

Depending on selection in task list, different banner buttons become active (ex. add task above, add task below, move down, move up, un-indent, indent, show critical path, ect.) Project Task Status by Color: Add status column to Planning Console to view task status by color = green (task on track), yellow (task close to due date), red (task overdue) Note: default offset for status calculation is 3 working days. A sys admin can change the offset duration.

Navigate Project Workbench

Displays information in 2 distinct areas: 1. top pane = project visualization 2. bottom pane = phase details in a list view or in Visual Task Board (VTB) ^To toggle between the 2, click the Options and choose either List or VTB

Edit and Save (Gantt Chart)

Edit = right click parent project and select Edit (opens project record in order to edit fields) Save = quickly plan and update project task details

Read-only Fields

Estimate at completion Sum of all actuals for past fiscal periods added to the functional cost for future fiscal periods Planned return Difference between Planned benefit and Planned cost Planned ROI % Planned return as a percentage of Planned cost Net present value Present value of future cash based on the given annual interest rate Internal rate of return Annual interest rate required to achieve an NPV of zero Estimate to completion Context of the estimated cost to complete an in-flight project Note: Internal rate of return (IRR) helps to determine which projects can deliver higher rate of return in terms of revenue

Expense Lines related list

Expense lines created to capture actual costs for a project. A project expense line is cost associated with a specific source = user, fixed asset, or a CI. - Manually entered or created directly from cost plan - 1+ can be created for a given cost plan - Only processed expense lines are considered as actuals for cost plans, projects, project tasks and demands 1. Navigate to project 2. Go to Expense Line related list 3. Click New (to create expense line not associated directly from a cost plan) 4. If expense line associated, right-click cost plan name in Cost Plans related list and select "Create Expense Line" action

Financial Baseline

Financial Baseline = snapshot of project's current financial plans, which includes cost and benefit plans, but not actuals ^Captures benefit and financial metric information = snapshot of cost plan, benefit plan, and project-level financial metrics at a particular moment in time Can create as many financial baselines as necessary and review financial changes that've been made since previous baseline Financial baseline doesn't capture actual cost component of the project Note: when you create baseline for a project that has non-monetary benefit plans, non-monetary benefit plan baseline records are automatically created and listed in the Baselines related list Note: nested projects can't have baselines (baselines allowed for the top-level projects only)

Course 3. SD-PPMF Project Management: Initiating & Planning

First phase of project management is initiation. Projects can be created by utilizing templates, importing Microsoft (MS) Projects, or creating brand new projects. When creating new projects, the type of project Waterfall, Agile or Hybrid can be selected.

Access Project Workbench

From Planning Console: 1. Click Planning Console selection arrow on banner 2. Select Project Workbench From Project record: 1. Go to project record 2. Click Project Workbench related link

Gantt Chart (Tasks)

Gantt Chart = interactive and allows movement of tasks and the creation/deletion of relationships - Tasks in Gantt chart are aligned to their corresponding row in the task list - Parent tasks encompass nested structure of child sub-tasks - Tasks are organized and displayed in a work breakdown structure order INFORMATION: - Partially complete (half dark blue, half light blue) - Completed task (solid dark blue) - Open, Pending, Work in Progress task (solid lighter blue) - Dependency (arrows indicate editable relationships)

Hybrid (project execution type)

Hybrid project management is about managing separate project phases utilizing different project management methodologies as follows: - Streams of sequential planned work are grouped in Waterfall phases - Iterative development/configuration sprints grouped in Agile phases - Delegated end user acceptance testing is managed using tests and test plans and organized in Test phases

Agile or Hybrid

If execution of project is either Agile or Hybrid, additional tabs will appear: Agile Phase tab Contains project tasks and stories associated with the project tasks Stories tab List of stories associated to the project Epics List of epics in a project

Create New Projects by Copying

If new project similar to an existing one, rather than creating a new one, project manager can copy either the entire project or just part of it. Copy Project functionality ^Use when making a copy of the entire current project - After copy completes, child tasks defined with same relationships (each same duration as original tasks) - All project tasks set to Pending - Task duration and actual start/end dates reset to null values - State set to Pending and percent complete to 0 - Once complete, new (copied) project becomes the current project Right-click the menu of the project and select "Copy Project", name project, and enter start date. Copy Partial Project functionality Similar project activities can be pulled/copied over from other projects or other branches of the current project using Copy Partial Project functionality - Task is copied with all its subtasks and relationships Right-click menu, select "Copy Partial Project", select task (or enter task and enter start date).

Baselines

In addition to creating baselines from related lists on the project record, they can be created from the Planning Console. *Baselines displayed by their creation date. Once baseline applied = grey underbars appear for each baselined task = start, end, and length correspond to planned Start, End and Duration for respective task. Columns can be added to Planning Console using Gantt icon in order to help compare schedule baselines: Baseline start date Baseline end date Baseline variance

Milestones

Milestones = can be created directly from Planning Console by setting Planned duration to 0.

Project Workbench Overview

PM use Project Workbench for less complex projects. Project Workbench = central location for creating and managing projects. - PMs create projects that combine both waterfall and agile methodologies and add waterfall, agile and test phases to these projects - Manage projects - Create/update project phases and milestones - Assign group to an agile phase - Create/update project tasks, stories and test cases - Attach test plans to a test phase - View/manage project details from a list view or visual task board

Scenario (Monetary Benefit Plan)

Paul create monetary benefit plan for project because new lights that park will install will be LED and require less maintenance and burnouts Estimates saving $1,000 a month throughout park for next 3 fiscal years Goes to Monetary Benefit Plans related list, sets fields: Start fiscal period End fiscal period Entered benefit (where he puts 1,000)

Scenario

Paul estimated initial costs and created tasks for project, will create a schedule and financial baseline for it Once project moves forward and changes made to these tasks and cost plans = can compare those changes to baseline to analyze whether he is on track form a schedule and financial perspective

Scenario

Paul is project manager at PP Adventure World and has just been assigned a new project that focuses on updating all the lighting around the park. Paul needs to create a new project to get started = waterfall execution type. Navigates to Project > Projects Create New Completes form and submits

Scenario

Paul uses VTBs to quickly update status of some of his project tasks. Navigates to Self-Service > Visual Task Boards and selects Phase 1-Coaster Updates card. Paul moves tasks from Pending to Work in Progress and Closed Complete.

Scenario

Paul wants project to stay on track = creates a project baseline so he can easily recognize any project slips. From Planning tab on Planning Console, navigates to More Actions and selects Create new baseline. Adds description and selects Save. Notes grey underbars on baseline tasks.

Scenario

Paul's project started a week ago and ready to create first status report. Everything on track = uses Green to indicate Overall Health and remaining indicator fields Note: Overall Health, Schedule, Cost, Resources and Scope indicators are all defaulted to green In second week, Paul's project underestimated and needs to report cost indicator as yellow. Update existing status report from week one, update Status Date, right click and select insert and stay = copy of initial report and update cost to yellow

Scenario

Paul, project manager at PPM Adventure World = just created new project. Wants to go in and add additional details to project form, including his name as project manager and description of project. Also wants to change state to Work in Progress. Goes in and changes Project form.

Basic Scheduling Properties

Planned start Intended date project should begin and set to the earliest time per schedule Planned end Initially set to one day after start date and auto-updated when duration or planned start date changes Planned duration Set to 1 day by default, recalculated if the planned end date is changed For both projects and tasks, end date calculated as start date + duration (duration calculated as end date - start date) Note: default schedule can be changed by an administrator who can customize the schedule entries or a project manager can manage the schedules if granted the schedule_admin role

Planning Console

Planning Console = centralized interface for Project Management application - Gives PMs comprehensive view of all aspects of a project (including hierarchical list of sub projects, project tasks that appear in a work breakdown structure (WBS) list and project Gantt chart - PM use for more complex project task creation - Gantt chart = visual representation of project timeline showing start and end dates of tasks and their dependencies

Fields in the Details tab

Portfolio The portfolio the project is aligned to - a project can belong to multiple portfolios Program Program to which project is aligned - a project can only belong to one program Investment class 1. Run = used for projects that aim to sustain business 2. Change = used for projects that aim to change business Investment type Used to identify reason for the investment in the project Execution type Methodology used to run project = choose from Waterfall (default), Agile or Hybrid Priority Based on impact and urgency Phase Current phase of the project and can be updated to the next phase when required Department Department that project belongs to Business Unit ^ Impacted Business units Used to identify business units impacted by the project Business Capabilities Used to associate Application Portfolio business capabilities to the project Business Applications Used to associate Application Portfolio business applications to the project

Agile Components

Product = set of features or functionality offered to users Agile group = Agile Team/group can be created and members can be added to it Epic = organize the work needed to complete parts of a theme into smaller, more manageable pieces Sprint = time frame in which development team delivers one or more stories RELATED LIST NAMES Agile Phase Stories Epics

Create Template from Project

Project > Projects > All Open project Click "Save as New Template" related link at bottom of form Enter template name and description

Create Template from Template

Project > Projects > Templates Open existing template Click "Copy Template"

Project Budget related list

Project Budget = total projected costs needed to complete a project over a defined fiscal year. Can be used to track actual costs vs. the budget 1. Navigate to project 2. Click "Project Budget" related link 3. Select Fiscal year, enter amounts in Capex Budget and Opex Budget 4. Select OK

Project Schedule

Project Calendar, called Schedules, in SNOW = used to calculate project duration and planned end date by defining work and non-working days/hours. Default is 8-hour work day (8-12, 1-5).Defined as working day, not 24 hours. Ex. default schedule used = project starts 8am July 1st and ends noon July 2nd --> 1 day and 4 hours, not 28 hours. Note: holidays can also be defined as a schedule entry to create exceptions to existing schedules and support multiple regions that follow same work schedule but have different holidays.

Introduction: Project Management Overview

Project Management application within SNOW includes tools to help you create, view and manage projects. Process Flow: Initiating - Planning - Execution - Delivering - Closing - Initiating = determines needs for project/outlines value the project will provide. - Planning = creating scheduled tasks, dependencies and resource requests. - Execution = starting the project, assign tasks and managing the delivery. - Delivering = completion of project tasks and a project handoff. - Closing = means project is complete and included post-project activities, such as viewing baselines and actual values as well as managing related incidents, problems and changes.

Who uses this Application?

Project Manager Responsible for balancing scope, budget and timeline of projects. Program Manager Responsible for coordinating related projects. Portfolio Manager Aligns projects and programs with strategic objectives and manages financials across the portfolio. Executives Sets strategic objectives; receives and views status reports. End Users Update status of project tasks.

Status Reports

Project Status Report = captures overall progress of a project against project plan Includes several indicators that can be updated by project manager and used for reporting purposes - Overall Health - Schedule - Cost - Resource and Scope - Can update each indicator to reflect status of Green, Yellow or Red - Status Date, Executive Summary, Comments, Last Week's Achievements, and Key Activities planned Project manager can view/create status reports using: 1. Status Reports related list 2. Project Workspace 3. Status Report related link

Key Terms

Project Workspace Enables the definition, planning, tracking and monitoring of projects in a single location. Planning Console Gives project managers a comprehensive view of all aspects of a project, including a hierarchical list of sub projects (if any); project tasks and the project Gantt chart. Project Milestone Project task with a duration of zero (0): used to mark key dates in a project, such as key decision points and approvals. Task Relationship Includes parent-child relationships and dependencies between tasks. Project Baseline Snapshot of the current planned start and end dates at the time the baseline was created for each task. Project Risk vs. Issues Issues have already occurred. Risks (risk of performing/non-performing) are only potential issues; risks should have migration plans pre-defined to stop them from becoming an issue or to reduce the impact if they become an issue. Project Cost Plan Capture the planned and actual costs of a project.

Tabs on the Project Form

Project form tabs: 1. Dates Contains important forecast and actual date information 2. Details Tracks important non-financial aspects of the project 3. Business Case Captures justification, risks, challenges for the project 4. Financials Captures financial aspects 5. Score Captures risk, value, and size scores based on information entered in the project 6. Notes Contains working notes and additional comments made by the project manager over the course of running the project 7. Preferences Allows project managers to select specific settings for how a project can be configured

Scenario

Project manager, Paul, recently attended a meeting where team members expressed concerns over both the safety and appeal of the existing rides = Paul wants to document comments that were brought up in the meeting (in the Business case and Risk of not performing fields on the Ride Updates project) He updates the Business case tab fields.

Scenario

Project manager, Paul, wants to update some preferences around the project schedule date format and program status reports for the Ride Updates project. Decides doesn't want the dates in Planning Console to be displayed with the time component. Also doesn't want the Ride Updates project to show on the Program Status report yet. Navigates to Preferences tab on Project form to make these selections.

Move a Project

Project managers have ability to move a project by changing Planned start date = only can do when project in Pending or Open state and isn't scheduled for execution for any fiscal year and has at least 1 task or subproject. If project tasks contain Start On constraint = task's start date updated relative to the project start date. Ex. if project start 10th and task start 15th but project moved to 20th, then task moved to 25th (maintain 5 day offset). Moving the project to a new start date moves the start date of all its tasks except: - Tasks with Start on specific date, Start no earlier than, and Start no later than constraints - Tasks in Closed and WIP states Note: if property = 'com.snc.project.date_change_cascade' is set to true, all related entities like cost plans, benefit plans, resource plans, etc. will also be moved relative to the project start date.

Project Tasks

Project task = units of work that make up a project - Size and number of tasks depends on level of detail you want - Can have child tasks depending on the project Parent and Child Tasks - Tasks set up in hierarchical form - Project task can have multiple child tasks which can have more child tasks (ex. Parent task = kick-off meeting, Child task = schedule meeting, child task under that = who need to attend kick-off meeting) To create a project task, click New in the Project Tasks related list Create multiple project tasks at one time = right-click banner of project and click "Project task creator" (available on project form and project task form) To create project task from Planning Console, click + button.

RIDAC

R = risk I = issues D = decisions A = actions C = changes There are 5 related lists for RIDAC (see photo) Maintaining RIDAC related lists attached to project eliminates need to track in spreadsheets and external documents

Fields on Financials tab

Rate Model Used to derive date-effective, criteria-driven hourly rates for calculating planned and actual resource costs Total Planned cost Used to identify the estimated cost of the project Budget cost Budgeted cost for the project = field automatically populated from project budget breakdowns in the cost plan breakdown table Actual cost Actual cost of executing the project Discount Rate % Used to track the interest rate to determine the present value of future cash flows Planned Benefit Expected benefit to be obtained from realizing the project

Related List Tabs

Related Lists = used to capture additional information about a project and also enables management of a project = appear as tabs. Project Tasks The work breakdown structure of the project, a hierarchy of work items Sub Projects Nested project becomes a sub project Requirements List of requirements for a project with a state RIsks/Issues/Decisions/Actions/Changes (RIDAC) Various project documentation and assets Resource Plan List of resource requests (requires the Resource Management application) Non-monetary Benefit Plans Capture non-financial benefits accrued by a project Baselines Snapshot of the project's schedule and financial information Status Reports Summary of current status and important project documentation Request Change Request and track changes related to resource, scope, cost and schedule Stakeholders Ability to add stakeholders to projects or carry forward stakeholders from demand to project Time Cards Submitted time cards for work done on this project

Stakeholders related list

Represents people who're invested in the project and who will be affected by the project at any point along the way, and their input can directly impact the outcome. If user listed as stakeholder of a specific portfolio, projects belong to that portfolio will automatically contain that user as a stakeholder

Requirements

Requirements = documented to ensure that the overall goal or objective for the project is being met. Documented by selecting "New" from Requirements related list tab and completing the form Ex. requirement for one project would include a flashing light show that corresponds with upbeat music for the daily parade.

RIDAC Explanations

Risk Track any project risks (ex. potential cost overruns). To track risk = document risk details, define probability and estimated cost and add a mitigation plan Issues Track roadblocks or challenges with accomplishing project tasks. Issues typically represent "realized" risks and need to be tracked more closely = state issue, assign priority, impact and owner, track resolution through work notes, update stakeholders via status reports Decisions Track outcomes and solutions for a risk or an issue Action Track action items that require a resolution for an issue or risk in a project Note: Action related list can be viewed in the Project Workspace cards, Analytics tab in Workspace, and in Project Status report Request Changes Use to capture all project changes with the project record (may require after initial schedule or cost baselines are created). Changes due to = labor changes, scope changes, cost changes or any type of change that can impact the overall project schedule, cost or quality

Score tab Fields

Risk Score Calculated based on project risk Value Score Calculated based on ROI% of the project Size Score Calculated based on Planned Cost of the project Score Calculated based on individual scores of these attributes = Risk Score, Value Score, Size Score

Copy Existing Tasks

Save time when building project = copy tasks from other projects 1. Go to project or project task form, right click header and select "Copy partial project" 2. In Task field, select project task or project to copy (default = projects begin with PRJ and project tasks begin with PRJTASK) 3. Enter Name 4. Click OK (5. Copied task added to current task or project. If project was copied, then all tasks are inserted into a new sub-project)

Show Weekends and Duration Change (Gantt Chart)

Select "More Actions" icon to configure Gantt chart. Turn to the right: Show date change Show duration change Show weekends

New Projects

Several ways to initiate a project in SNOW. 1. Project Workspace Project > Projects > Project Workspace, click New Project 2. Create New Project > Projects > Create New 3. Projects All Project > Projects > All, click New Note: a new project can come over from a Demand.

Templates

Since projects often get repeated, templates enable you to create/save/reuse project structure. All project attachments and checklists are copied to the template. Project templates = include project tasks and subtasks, attachments, checklists, and other project information. Project templates include: Tasks Subtasks Checklists Attachments

Sub Projects

Sub projects = child project or nested project of the current project New ones can be created/associated to existing project by selecting "Edit" in Sub Projects tab Note: users can close or cancel subproject without affecting parent project. HOWEVER, by closing top project, you close all associated sub projects. Note: approved dates for project carried over to the sub project.

Cost Plan Breakdowns

Sum of all cost plans rolls up to project's estimated cost Note: task-level cost plans not rolled up to the project Note: Cost Plan Breakdown generated automatically for each fiscal period in a cost plan. It captures estimated costs and actual costs for individual fiscal periods

Baselines related list

Task Baseline = creates snapshot of currently planned dates of all tasks and milestones at a particular moment in time = if task already in progress, then actual start date and planned end date recorded in the baseline. Any number of baselines can be taken at any point during life of a project. Baselines viewable in project's Baselines related list as well as the planning console. Schedule Baseline = snapshot of each task's current planned start and end dates

Additional Template Information

Templates allow project managers to create/save/reuse a project structure repeatedly for different project endeavors. Multiple templates can be applied to a project. Templates stored under Project > Projects > Templates list. All template tasks and relationships are copied. Dates are adjusted to align to the new project start date. Template can be applied to any project that doesn't have child tasks. To apply template to existing project, navigate to the project and select "Apply Template".

Agile Development 2.0

To fully utilize the integration capabilities of PPM along with Agile, you can use the Agile Development 2.0 application to create and manage products, releases, themes, epics, sprints, ect.

Stores

Used in hybrid or agile execution types to capture work that is required to deliver the project. Stories associated to an Agile phase (Project phase) as well as several other components from the agile development 2.0 application.

Time Cards related list

Used to record time worked on a task by a task assignee (feature works with Task table to record time worked on Projects, Incidents, Problems and Change Requests) Task assignees record time worked in the Time worked field on a task record or enter hours directly into their time card

Visual Task Boards

Visual Task Boards (VTBs) = records that are displayed by task cards organized in lanes corresponding to Task States = Pending, Open, Work in Progress, Complete, ect. ^Can move tasks from one phase to another by dragging and dropping

Options on Notes tab

Watchlist = subscribe users to project notifications Work Notes List = list of users that will receive email notifications when the work notes on the project are updated Activities/Work Notes = information about the milestones, impediments or changes as the project progresses

Types of Projects

Waterfall = traditional cascade methodology Agile = pure agile Hybrid = mix of waterfall and agile

Waterfall (project execution type)

Waterfall projects consist of phases, tasks, subtasks and potentially, sub-projects to accomplish specific outcomes. Waterfall phases often depend on start of completion of another phase before the current phase can start or complete. In SNOW, project states use waterfall model: Initiating Planning Executing Delivering Closing

Project Creation Types

When new project ready, there are 2 ways to start: from creating brand new projects or from working with existing projects. Brand New Projects 1. Project Workspace Dashboard that allows project mangers to define/plan/track/monitor projects from a single location. New projects can be created directly from dashboard. 2. Filter Navigator Projects module = Projects > Create New Projects module = Projects > All Utilizing Existing Projects 1. Copying a project If new project similar to an existing one, project manager can copy either the entire project or just a part of it 2. Utilizing templates Templates created if structure of a project will not change, allowing users to easily replicate proejcts 3. Importing a Microsoft Project Project managers can import a Microsoft Project file and SNOW will create the project based upon the .mpp file

Navigating the Console

Work elements displayed in Planning Console are: Parent Project Phases Tasks Relationships Work Type (going down) Project Name Task Sub Tasks (child tasks) Blue dots = progress indicators Agile

Zooming and Granularity (Gantt Chart)

Zooming and changing granularity of displayed information possible for an optimal interaction with Planning Console's Gantt chart Available zoom levels Day Week Month Quarter Year Auto Fit Note: not possible to scroll beyond end of the project.

Project Tabs

[see following]

Create Project and Complete Form

[video] Demand manager created artifact, which was the Project = check project to make sure all fields came over correctly: Project Plan Description Planned start date Planned end date Portfolio Program Business Case Goes through and checks fields, adds information to fields, ect.

Scenario (Non-monetary Benefit Plan)

^Same as above Estimates LED lights will add 3 points a month to their scorecard for the next 3 fiscal years Goes to Non-monetary Benefit Plans related list, sets fields: Measure = Score Non-monetary entered benefit = 3 ^^^ This non-monetary benefit plan may result in a financial benefit, like how it'll reduce electric bill for the park each month On form, click on "Associate New Benefit" link to open a new Benefit Plan record