IProject Portfolio Management provides a simplified, team-oriented approach to Project Portfolio Management and IT development by combining several individual applications. After you upgrade the instance, the default value of the Retain start on constraint on tasks after adding relations property is now set to true and cannot be changed back to false.
As a result, the upgraded instances that had the property set to false can experience a change in behavior of time constraint when a relation is added to a task. After relations are added to a task, the start date of the task is not affected.
New in the Kingston release
With the new it_pps_admin role, view and modify the preferences and settings for projects, demands, programs, portfolios, resources, time cards, agile development, and timeline visualization. All PPM-specific preferences are grouped under the new Project Administration module.
Define, plan, track, and monitor a project from the project workspace. You can also review the status, exceptions, and KPI for the project.
Review the external dependencies between projects in a portfolio or a program workbench. Prior to the Kingstonrelease, external dependencies between projects were not shown in the portfolio and program workbenches.
As a portfolio manager, enter the budget for individual projects, demands, and programs directly from the portfolio workbench. It makes the portfolio planning process more streamlined. You can also enter budgets from the Project, Demand, and Program forms.
- Global programs in portfolio workbench
Portfolio managers can view global programs in the portfolio workbench. If a program is not explicitly part of a portfolio, the program is called a global program. A global program in the portfolio workbench shows only those demands and projects that are part of the portfolio. Demands and projects in other portfolios are not shown.
Project Portfolio Management is domain separation compliant with the following limitations:
All PPM entities such as project, demand, resource plan, and allocations are expected to be in the same domain. A project entity having tasks or resources from multiple domains is not supported.
A parent entity and all child entities, such as a project record and its project tasks, are expected to be in the same domain.
When you change the domain of a parent record, such as a project record, the domain of the child records are not changed.
Only users belonging to the same domain, parent domain, or the top domain have the visibility into PPM entities of a domain.
All system properties are in global domain and are not specific to a domain. Planning console settings, however, are still domain-specific.
As a project manager, set a project task to start and end on a non-schedule day such as on a weekend. A project template created from an off-schedule project honors the off-schedule tasks.
You can import projects from Microsoft Project 2016.
Capture the actual cost and forecasted cost of a project in the cost plan record for the project. The Total Actual Costand Forecast fields have been added to the cost plan header.
Planning console provides the enhanced ability to:
Add additional assignees. The column shows the name and picture of assigned resources.
Convert a task to a milestone.
Change time constraint for a task easily.
User localizations are supported for the Dates, Duration, and Currency columns.
The project status is rolled up from the most recent Overall health field updated in the project status report for the project.
Phase formatter shows different project phases visually at the top of each project record.
Many new fields have been added on the project form, for example, for capturing affected business unit and strategic objectives fulfilled by a project.
Ability to track the demand from which the project originated.
The status of projects belonging to a program is rolled up to update the status of the program using a new field Status.
Any requester (any user without the demand_user role) can create a demand from the Service Catalog or from the Demand module in Self-Service.
Add other requesters as collaborators on a demand. Requesters and collaborators can edit their demand as long as the demand is in the Draft state.
Many new fields have been added on the Demand form, for example, for capturing affected business units and strategic objectives fulfilled by a demand. The fields are carried to the project.
The Offset field on Project and Demand Benefit Plan forms indicates the number of periods before or after the offset type when the benefit plan starts. Duration indicates the length, in periods, of the benefit plan.
Enhanced resource data model for storing actual hours for better reporting and comparison of allocated hours to actual hours. Actual hours from approved time cards are captured in the Resource Allocation Daily [resource_allocation_daily] table and rolled up to resource allocations and then to resource plan.
Also, actual hours for a task are aggregated and populated in the Resource Aggregate Weekly [resource_aggregate_weekly], Resource Aggregate Daily [resource_aggregate_daily], and Resource Aggregate Monthly [resource_aggregate_monthly] tables.
The Resource Allocation Daily [resource_allocation_daily], Resource Aggregate Weekly [resource_aggregate_weekly], Resource Aggregate Daily [resource_aggregate_daily], and Resource Aggregate Monthly [resource_aggregate_monthly] tables for Resource Management also store the reference of a project (task) so that task-wise allocated and actual hours can be reported.
Resource users can request the extension for an allocated resource plan. Resource allocations with zero hours are created for the requested extension duration. Resource managers can update the resource allocations for the extension-requested resource plan in the workbench.
Resource managers can modify or delete the past-dated resource allocations for allocated resource plans if actual hours have not been populated for those resource allocation records.
Redefined reports are available to compare actual hours and allocated hours for projects and groups.
- Agile Development
For information about enhancements in Agile Development, see Agile Development 2.0 release notes.
- Enterprise Release Management
For information about the Enterprise Release Management, see Enterprise Release Management release notes.
- Time Cards
For information about enhancements in Time Cards, see Time Card release notes.