Implementation 1

Question 1

Strategic Portfolio Management (SPM)

Answer 1

delivers business outcomes with confidence by consolidating all your work and aligning it on a single cloud platform.

Question 2

PPM Standard [com.snc.financial_planning_pmo]

Answer 2

is the main plugin that needs to be installed when implementing the SPM applications

Question 3

Project Portfolio Suite [com.snc.project_portfolio_suite]

Answer 3

Activates an integrated set of applications for project portfolio management and IT software development including:

Demand Management [com.snc.demand_management]

Project Management [com.snc.project_management_v3]

Resource Management [com.snc.resource_management]

Question 4

Financial Planning [com.snc.financial_planning]

Answer 4

Allows users to allocate, track, and report on expenses. It includes project budgeting, forecasting, cost planning, and tracking.

Question 5

Rate Model [com.snc.rate_model]

Answer 5

Delivers date-effective hourly rates for a specific set of criteria coming from the project, demand, or time card being processed.

Question 6

Ideation with PPM [com.snc.ppm_innovation_management]

Answer 6

Enables your organization to collect new ideas, collaborate on ideas, and identify great ideas for implementation. Convert selected ideas to demands, stories, projects, and epics.

Question 7

Personas

Answer 7

used during the design process so that implementers have a character representing the target audience.

Question 8

Each persona

Answer 8

has its own inputs and activities to deliver their specific outcomes or meet their specific objective

Question 9

Executive Management

Answer 9

sets strategic goals for the organization, monitors status versus strategic objectives, and requires financial reporting.​

Question 10

Demand Manager

Answer 10

provides governance around organizational initiatives, their proper evaluation, and determines benefit, cost, and resource availability.​

Question 11

Project Manager

Answer 11

is responsible for balancing the project scope, budget, and timeline.​

Question 12

Program Manager

Answer 12

is responsible for coordinating related projects.

Question 13

Portfolio Manager

Answer 13

is responsible for aligning projects and programs with strategic objectives and managing financials across the portfolio.​

Question 14

Resource Manager

Answer 14

focuses on fulfilling strategic and operational resource requests.​

Question 15

Financial Analyst

Answer 15

analyzes the status of budgeted amounts, last forecast amounts, and actuals. ​

Question 16

Product Owner

Answer 16

manages the product backlog.

Question 17

Project Management Office

Answer 17

is responsible for setting standards and governance for projects.

Question 18

Demand Manager (it_demand_manager)

Answer 18

Plans and manages demands and team

Question 19

Project Manager (it_project_manager)

Answer 19

Plans and manages project work and teams

Question 20

Resource Manager (resource_manager)

Answer 20

Plans and manages resources and teams

Question 21

Program Manager (it_program_manager)

Answer 21

Monitors and tracks groups of demands, projects, resources, and teams

Question 22

Portfolio Manager (it_portfolio_manager)

Answer 22

Plans and tracks demands, programs, projects, resources, and teams

Question 23

Idea Manager (idea_manager)

Answer 23

Evaluates submitted ideas and promotes accepted ideas to epics, features or stories

Question 24

PPW Admin (sn_align_core_apw_admin)

Answer 24

Builds personalized portfolio plans to support portfolio decisions

Question 25

Project Teams (it_project_user)

Answer 25

Completes tasks as part of a project team

Question 26

Business Stakeholder (business_stakeholder)

Answer 26

View/read records and reports about the progress of demands and time cards

Question 27

PPS Admin (pps_admin)

Answer 27

Administers the Project IT application

Question 28

CWM user (sn_cwm_user)

Answer 28

Access the CWM workspace

Question 29

At the start of each SPM implementation, it's essential to include certain fundamental configurations that establish the data foundation. Which are they?

Answer 29

1. Fiscal calendar and fiscal periods 2. Business units and departments 3. PPM Standard plugin installation 4. PPS Admin role, data filtration, and data separation 5. Currency/multicurrency

Question 30

which role is needed to configure the fiscal calendar?

Answer 30

fiscal_calendar_user or admin

Question 31

How to configure the fiscal calendar?

Answer 31

1. Confirm that the Fiscal Calendar [com.snc.fiscal_calendar] plugin is activated. 2. Navigate to Project Administration > Fiscal calendar > Generate. 3. Select the fiscal calendar type and update the fields in the fiscal calendar configuration section based on the answers to the questions. 4. Select Generate Calendar.

Question 32

which role is needed to configure the fiscal periods

Answer 32

fiscal_calendar_user or admin

Question 33

How to configure the fiscal periods

Answer 33

1. Navigate to Project Administration > Fiscal calendar > Fiscal periods. 2. Open any of the fiscal periods to view, modify, or deactivate. 3. Return to the list and select Validate Periods to validate the fiscal periods to ensure that there are no gaps and that they match a valid style of calendar.

Question 34

Business units

Answer 34

parts of your organization that are in charge of certain operations, such as Finance, Human Resources (HR), and Information Technology (IT). Business units are usually comprised of departments and are associated with a company.

Question 35

Departments

Answer 35

are specialized functional areas within an organization, having their own specified roles and objectives.

Question 36

subsets of business units.

Answer 36

departments

Question 37

provide another way to categorize users, groups, and assets. You can add departments and assign them to users.

Answer 37

departments

Question 38

which role is needed to configure business units

Answer 38

business_planner or admin

Question 39

How to configure business units

Answer 39

1. Navigate to All > Organization > Business Units. 2. Determine if the business units you need are already created. If not, select New. 3. Complete the fields on the form (table below) and then select Save.

Question 40

which role is needed to configure business units

Answer 40

admin

Question 41

How to configure departments

Answer 41

1. Navigate to All > Organization > Departments. 2. Personalize the list or the form to add the business unit field. 3. Determine if the departments you need are already created, if not, select New. 4. Enter or modify the department name, ID, and description. 5. (Optional) Select the company and the business unit that the department is associated with. 6. (Optional) Add a department head, primary contact, or both from your list of users. 7. Select Submit.

Question 42

How to Install PPM Standard plugin

Answer 42

1. Navigate to All > System Applications > All Available Applications > All. 2. Find the PPM Standard plugin [com.snc.financial_planning_pmo] using the filter criteria and search bar. 3. You can search for the plugin by its name or ID. If you cannot find a plugin, you might have to request it from ServiceNow personnel. 4. Select Install to start the installation process.

Question 43

what role is installed when you activate the PPM Standard plugin?

Answer 43

PPS admin role (it_pps_admin)

Question 44

This role plays the administrator for most of the configurations needed to configure the Strategic Portfolio Management applications. It can view and modify the preferences, configurations, and settings for projects, demands, programs, portfolios, resources, time cards, Agile Development, and timeline visualization.

Answer 44

PPS admin role (it_pps_admin)

Question 45

To control the security apart from the available roles, you can use the following platform features:

Answer 45

1. Access Control List (ACL) 2. Query Business Rule (BR) 3. Data filtration 4. Domain separation

Question 46

When to use Data filtration

Answer 46

to control access to tables and records based on subject attributes when performing read queries.