📖 About this Domain
This domain covers ServiceNow Portfolio Management configuration for strategic alignment. It focuses on grouping demands and projects into portfolios to manage investments and track performance against business goals. Key tools include the Portfolio Workbench for planning and analysis.
🎓 What You Will Learn
- How to create and configure portfolios, defining their scope, fiscal years, and planning items like demands and projects.
- Using the Portfolio Workbench to perform financial planning, budget allocation, and what-if scenario analysis.
- Methods for tracking portfolio health and performance against strategic objectives using dashboards and reports.
- The relationships and data flow between Portfolio Management, Demand Management, and Project Management applications.
🛠️ Skills You Will Build
- Configuring portfolio properties, including fiscal calendars, budget targets, and associated entities.
- Analyzing project and demand alignment with strategic goals using tools like the bubble chart and alignment scores.
- Managing portfolio financials, including Capex and Opex planning, and tracking costs against budgets.
- Executing what-if scenarios within the Portfolio Workbench to optimize project selection based on cost and resource constraints.
💡 Top Tips to Prepare
- Gain deep familiarity with all features of the Portfolio Workbench, as it is a central component for portfolio analysis.
- Understand the lifecycle from demand to project and how these records are associated with a portfolio.
- Memorize the key tables involved in Portfolio Management, such as pm_portfolio, pm_program, and pm_project.
- Use a Personal Developer Instance (PDI) to practice creating portfolios, adding projects, and manipulating data in the workbench.
📖 About this Domain
This domain covers the configuration and use of ServiceNow Resource Management. It focuses on managing resource availability, capacity, and allocations to meet project and operational demands. The core function is to ensure the right resources are assigned to the right work at the right time.
🎓 What You Will Learn
- You will learn to configure core Resource Management properties, roles, schedules, and user skills.
- You will understand the lifecycle of resource plans, from requested and planned to allocated and completed states.
- You will learn to utilize the Resource Finder and Workbench for efficient resource allocation and conflict resolution.
- You will explore capacity planning and what-if analysis to forecast resource needs against the portfolio pipeline.
🛠️ Skills You Will Build
- You will build the skill to allocate resources to tasks based on availability, skills, and group membership.
- You will develop the ability to perform capacity and demand planning to identify resource gaps and over-allocations.
- You will gain proficiency in using the Resource Workbench to manage soft and hard allocations and resolve booking conflicts.
- You will build skills in creating reports and dashboards to monitor resource utilization and availability metrics.
💡 Top Tips to Prepare
- Master the different states of a resource plan and how they impact allocations and capacity calculations.
- Practice using the Resource Finder and Workbench to understand the flow from request to confirmation and allocation.
- Differentiate between operational resource plans for non-project work and standard resource plans for demands and projects.
- Understand the integration points between Resource Management, Time Card management, and project financial data.
📖 About this Domain
This domain introduces the core concepts and components of the ServiceNow Strategic Portfolio Management application. It covers the purpose of SPM, its key applications like PPM and APM, and the primary personas involved in the portfolio management process.
🎓 What You Will Learn
- Differentiate the functions and use cases for Project Portfolio Management (PPM), Scaled Agile Framework (SAFe), and Application Portfolio Management (APM).
- Identify the key SPM roles such as portfolio manager, demand manager, and project manager and their responsibilities within the platform.
- Understand the fundamental data model, including the relationships between demands, projects, portfolios, and resources.
- Recognize the value proposition of SPM in aligning work with strategic objectives and business goals.
🛠️ Skills You Will Build
- Ability to articulate the purpose of each core SPM application and its place in the strategic planning lifecycle.
- Competency in navigating the SPM user interface, including the Portfolio Planning Workbench and key dashboards.
- Skill in identifying the correct SPM solution to address specific business challenges related to planning and execution.
- Proficiency in describing the flow of work from idea and demand to project and strategic execution.
💡 Top Tips to Prepare
- Master the definitions and differences between demands, projects, epics, and stories within the SPM context.
- Memorize the key tables associated with the SPM data model, such as dmn_demand and pm_project.
- Focus on the official ServiceNow SPM Fundamentals course content and product documentation as the primary source of truth.
- Understand the key personas and the specific tasks they perform within the SPM applications.
📖 About this Domain
This domain covers the ServiceNow Project Management application for managing the entire project lifecycle. It focuses on the processes and tools used for project initiation, planning, execution, monitoring, and closure. You will be tested on core functionalities for managing scope, schedule, and financials.
🎓 What You Will Learn
- You will learn to create and manage projects, project tasks, and dependencies using the Project Workspace and the Planning Console.
- You will learn to manage project resources by creating, requesting, and allocating resource plans.
- You will learn to handle project financials by creating cost plans, benefit plans, and project baselines.
- You will learn the different project states and the process for moving a project through its lifecycle to closure.
🛠️ Skills You Will Build
- You will build the skill to configure project templates, rate models, and financial baselines for standardized project execution.
- You will build the ability to utilize the Planning Console to manage the critical path, task dependencies, and project timelines.
- You will build proficiency in tracking project progress through status reports, dashboards, and key performance indicators.
- You will build the capability to integrate project data with other Strategic Portfolio Management applications like Demand Management.
💡 Top Tips to Prepare
- Gain hands-on experience in a Personal Developer Instance (PDI) by creating a project from a demand and managing it to completion.
- Master the functionalities of the Planning Console, specifically how to create dependencies and identify the critical path.
- Understand the relationship between key tables such as pm_project, pm_project_task, resource_plan, and cost_plan.
- Memorize the different project calculation methods and how cost and effort roll up from tasks to the parent project.
📖 About this Domain
Demand Management is the structured process for capturing, centralizing, and assessing strategic and operational demands. It acts as the primary intake funnel within the Strategic Portfolio Management application suite, ensuring alignment before resource commitment.
🎓 What You Will Learn
- You will learn the complete demand lifecycle, including all OOTB states from submission to completion.
- You will learn to configure the Idea Portal and Demand forms, including categories and assessment metrics.
- You will learn to utilize the Demand Workbench to visually assess, group, and manage incoming demands.
- You will learn the process for promoting a qualified demand into a project, enhancement, or other work type.
🛠️ Skills You Will Build
- You will build the skill to configure and manage the intake process using the Idea module and Demand application.
- You will build the ability to create and apply assessment metrics for demand screening and qualification.
- You will build proficiency in using the Demand Workbench for stakeholder review and portfolio-level decision-making.
- You will build competence in converting demands into various execution artifacts like projects or epics.
💡 Top Tips to Prepare
- Focus on the data flow and state transitions from an idea record to a demand record and finally to a project.
- Practice creating and assigning demands to portfolios for alignment and prioritization exercises in a PDI.
- Understand the roles involved in the demand process, such as demand manager and stakeholder.
- Memorize the key tables like dmn_demand and the relationships between demand, idea, and project tables.
📖 About this Domain
This domain covers the configuration and use of ServiceNow's Agile Development 2.0 and Scaled Agile Framework (SAFe) applications. It focuses on managing software development lifecycles using Agile, Scrum, and SAFe methodologies directly within the platform. The key is linking strategic planning to agile execution.
🎓 What You Will Learn
- You will learn to configure and manage Agile artifacts such as epics, stories, and sprints using the Agile Development 2.0 application.
- You will learn the structure of the ServiceNow SAFe application, including its hierarchy of portfolios, solutions, programs, and teams.
- You will learn how to utilize key tools like the Agile Board, Sprint Planning, and backlog management for Scrum and Kanban teams.
- You will learn to manage Program Increment (PI) planning and track features using the SAFe Program Board and other dashboards.
🛠️ Skills You Will Build
- You will build the skill to implement and manage a complete Scrum project lifecycle within ServiceNow.
- You will build the ability to configure Agile Release Trains (ARTs) and align them with strategic business objectives.
- You will build proficiency in linking portfolio epics to SAFe features and team-level stories for traceability.
- You will build competence in using reporting and visualization tools to monitor Agile and SAFe team velocity and progress.
💡 Top Tips to Prepare
- Master the data model and relationships between epics, features, stories, and themes for both Agile 2.0 and SAFe.
- Practice hands-on configuration of the Agile Board and SAFe Board, including modifying lanes and card information.
- Understand the flow of work from a portfolio demand or epic down to a team's story and sprint commitment.
- Memorize the key roles like Scrum Master, Product Owner, and Release Train Engineer and their functions within the platform.
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