HP Man PGMCG PDF

Project and Portfolio Management
Center
Software Version: 9.40
Program Management
Configuration Guide
Document Release Date: September 2016

Software Release Date: September 2016
Program Management Configuration Guide
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HPE Project and Portfolio Management Center (9.40)
Page 2 of 41
Contents
Chapter1:GettingStartedwithProgramManagementConfiguration 5
OverviewofProgramManagement
Program-RelatedRequestTypes
OverviewofProgramManagementConfiguration
StepOne:GatherInformation
StepTwo:ConfigureProgramManagementRequestTypes
5
6
7
8
9
StepThree:ConfigureProgramManagementWorkflows
StepFour:AddCustomUserDataFieldstoProgramPages
StepFive:SetSecurityforProgramManagement
RelatedDocuments
9
10
10
11
Chapter2:ConfiguringProgramManagementRequestTypesand
Workflows
ConfiguringProgramManagementRequestTypes
ConfiguringProgramManagementWorkflows
ConfiguringBackgroundServicesforProgramManagement
Chapter3:ConfiguringUserData
12
12
17
18
19
OverviewofUserData
ReferringtoUserData
AddingCustomUserFieldstoPrograms
ConfiguringtheDefaultValueforaCustomUserField
19
20
20
24
ConfiguringDefaultSecurityforaCustomUserField
AddingColumnstotheProgramOverviewPage
ChangedColumnNames
MoreInformationAboutConfiguringUserData
26
29
29
29
Chapter4:ConfiguringSecurityforProgramManagement
31
ProgramManagementSecurity
31
RequiredLicenses
ProgramManagement
DemandManagement
ProjectManagement
32
32
32
33
Page 3 of 41
AccessGrants
SecurityGroups
CreatingaSecurityGroupandAssigningItAccessGrants
ConfiguringProgramManagementUsers
AssociatingSecurityGroupswithWorkflows
Senddocumentationfeedback
33
33
34
36
38
41
Page 4 of 41
Chapter 1: Getting Started with Program

Management Configuration
l "OverviewofProgramManagement"below
l "OverviewofProgramManagementConfiguration"onpage7
l "RelatedDocuments"onpage11
Overview of Program Management

ProgramManagementgivesprogrammanagersasinglelocationfromwhichtoinitiate,operate,and
manageaportfolioofprogramsandprojects.Anenterprisecanuseittoorganizeandguidethedelivery
ofabusinesscapabilitythroughmultipleprojectsandreleases,whilemaintainingalignmentwiththe
overallcorporatevision.
InProjectandPortfolioManagementCenter(PPMCenter),aprogramisacollectionofproposals,
projects,andassetslinkedbycommonbusinessobjectives,andassociatedscopechanges,risks,
andissues.Forexample,XYZCorporationcreatesaprogramtoupgradeitscustomerservice
computersystemtobettermeettheneedsofitssalesforce.TheCustomerService,Sales,andIT
organizationscreatetheirownprojectsforthisprogram.Changesandproposedchangesatboththe
programandprojectlevelaretrackedtogether.
ProgramManagementuserscandrilldownintoprojectsandrequestsfordetailedinformation.Users
canviewroll-upsofrelevantdatafromprojectsandrequests.
Programmanagerscan:
l OverseethemilestonesanddeliverablesofallITprojects
l Identifyandmitigaterisk
l Managescopechanges
l Resolveinter-projectissues
Likeprojects,programshaveassociatedhealthconditionsandconfigurableexceptionindicators.
However,whileaprojectrepresentsabodyofworkwithadistinctstartandfinish,programsareoften
open-ended,andinvolveinitialimplementationaswellasongoingmaintenance,upgrade,and
realignmentwithchangingorganizationbusinessobjectives.
Page 5 of 41

Chapter 1: Getting Started with Program Management Configuration
Program-Related Request Types

Duringthelifeofaprogram,problemsandconcernsarisethatmustbeaddressed.PPMCenter
providesaframeworkthatyourorganizationcanusetoidentifyand,ultimately,resolveproblems
throughsubmittedrequests.Therequeststhatuserssubmitaretracked,rejected,completed,and
reported.
ProgramManagementincludesthefollowingrequesttypes,allofwhichaffectprograms:
TouseagivenrequesttypeinProgramManagement,thatrequesttypemustincludeaProgram
Managementfieldgroup.AfieldgroupisasetofpreconfiguredfieldsdeliveredwithPPMCenter
products.Youcanusethesefieldgroupstoimplementasolutionquicklyortoenablecertainfunctions
toactinconcertinPPMCenter.
Forexample,theProgramIssuefieldgroupallowsrequeststobetreatedasissuesinaprogramand
activatesconsistentinformationtrackingfortheseissues.Thisfieldgroupisassociatedwitharequest
type(throughtherequestheadertype)toenablebasicDemandManagementfeaturessuchasrequest
schedulingandanalysis.
"Figure1-1.FieldGroupswindow"onthenextpageshowstheFieldGroupswindow,whichyouuseto
selecttheProgramManagementfieldgroupstoassociatethemwitharequestheadertype.
"ConfiguringProgramManagementRequestTypesandWorkflows"onpage12providesdetailson
howtoselectthefieldgroups.
Page 6 of 41

Figure 1-1. Field Groups window
EachProgramManagementrequesttypemustbelinkedtoitscorrespondingfieldgroupandtoa
specificProgramManagementworkflow.Likewise,eachProgramManagementworkflowmustbe
linkedtoaspecificProgramManagementrequesttype.
Table 1-1. Program Management field groups
Field Group
Description
PFMProgram
Requiredforanyrequesttypethatwillrepresentaprogramlifecycle
(regardlessofwhethertheprogramwillbeconsideredintheportfolio).
ProgramIssue
Allowsrequeststobeconsideredasissuesinaprogram.
ProgramReference
Containsafieldthatallowsausertoaddaprogramreferencetoarequest.
ProgramRisk
Allowsrequeststobeconsideredasrisksinaprogram.
Overview of Program Management

Configuration
Thissectionpresentsinformationaboutthehigh-levelstepsinvolvedinconfiguringProgram
Managementforyourorganization."ConfiguringProgramManagementRequestTypesand
Page 7 of 41

Workflows"onpage12and"ConfiguringSecurityforProgramManagement"onpage31containthe
detailedproceduresyouusetoperformthesesteps.
Step One: Gather Information

ThefirststepinconfiguringProgramManagementistogatheryourprogramrequirements.Todeploy
ProgramManagementeffectively,youmustdeterminewhichprogram-relatedrequesttypestouse.
Differentkindsofinformationarerequiredtoprocesseachprogram-relatedrequest.Foreachfieldinthe
program-relatedrequest,collectthefollowinginformation:
l Field name.Fieldnameshelpensurethattheinformationcapturedinarequestiscorrectand
sufficient.UsetheRequestTypeWorkbenchtosetuparequestsothatitcontainsthefields
requiredtogathertherequiredinformation.
l Information type.Whattypeofinformationdoyouneed?Shouldthevalueofthefieldbeentered
astext,orwillusersselectavaluefromalist?Thefieldinformationtypeisgovernedbyits
validation,whichdefinesthefieldcomponenttype,aswellaswhatinformationuserscanenterin
thefield.Forexample,afieldusinganumerictextfieldvalidationacceptsonlynumericvalues.
l Field behavior.Configuringthebehaviorofafieldhelpstoensurethatthecorrectinformationis
collected.Forexample,toensurethatrequestsincludespecificinformation,youcanmakeafield
required.
Youcansetupfieldsthatarepopulatedautomaticallybasedonvaluesinotherfields.Youcanalso
setupfieldsthatareread-onlyorhiddenbasedontheaccessgrantsortheworkflowstep.
Note:Fordetailedinformationabouthowtoconfigurerequesttypes,seetheDemand
Management Configuration Guide.
"Table1-2.ProgramManagementrequesttypesandworkflows"belowliststherequesttypesand
workflowsthatHPEsuppliesforallProgramManagemententities.
Table 1-2. Program Management request types and workflows
Request Type
Workflow
Definition
ProgramDetails
ProgramProcess
Arequesttypeusedtoenterbasicsetofdetailed
programinformation.
ProgramIssue
IssueManagement
Process
Arequesttypeusedtoenterissuesdirectlyagainsta
program.
ProjectIssue
IssueManagement
Arequesttypeusedtoenterissuesintoaproject
Page 8 of 41

Table 1-2. Program Management request types and workflows, continued

Request Type
Workflow
Definition
Process
associatedwithaprogram.
ProgramRisk
RiskManagement
Process
Arequesttypeusedtoenterriskinformationintoa
program.
ProjectRisk
RiskManagement
Process
Arequesttypeusedtoenterriskinformationintoa
projectassociatedwithaprogram.
ProjectScope
Change
ScopeChangeRequest Arequesttypeusedtoenterscopechangesintoa
Process
projectassociatedwithaprogram.
Iftheserequesttypesandworkflowsareadequate,nofurtherrequirementsgatheringisnecessary.
Note:ForinformationonhowtoaddProgramManagement-relatedportletstoPPMDashboard
pages,seetheCreating Portlets and Modulesguide.Forinformationonhowtoaddthe
preconfiguredProgramManagerpagetothePPMDashboardandmodifyittosuityourneeds,see
theProgram Management Users Guide.
Step Two: Configure Program Management Request

Types
Afteryougatherprogramrequirements,configuretherequestheadertypesassociatedwithexisting
requesttypestoincludetherequiredProgramManagementfieldgroup.Fordetails,see"Configuring
ProgramManagementRequestTypesandWorkflows"onpage12.
Note:FieldgroupsaresetsofpreconfiguredfieldsdeliveredwithPPMCenter.Youcanusethem
toimplementasolutionquicklyortoenablecertainfunctionssimultaneously.Forexample,in
DemandManagement,theDemandManagementSchedulingFieldsfieldgroupenablesconsistent
trackingofinformationacrossmultiplerequesttypes.
Step Three: Configure Program Management

Workflows
ConfiguretherequestheadertypesassociatedwithworkflowstoincludetherequiredProgram
Managementfieldgroup.Fordetails,see"ConfiguringProgramManagementWorkflows"onpage17.
Page 9 of 41

Step Four: Add Custom User Data Fields to Program

Pages
YoucandefinecustomfieldstocaptureadditionalinformationthatstandardfieldsontheViewProgram
andModifyProgrampagesinthePPMDashboarddonotcapture.Forinformationonhowtocreate
customuserdatafields,see"ConfiguringUserData"onpage19.
Step Five: Set Security for Program Management

Businessesoftencontrolaccesstocertaininformationandbusinessprocessestoprotectsensitive
informationsuchasemployeesalaries,ortosimplifybusinessprocessesbyhidingdatathatis
irrelevanttospecificusers.PPMCenterincludesfeaturestohelpcontroldataandprocesssecurityby
lettingyou:
l Selectprogrammanagersandsetupsecurityaccessgrantsfortheseresources
l Determinewhoistoreportonissues,risks,andscopechanges,reporterandsetupsecurity
accessgrantsfortheseresources
l Limitthedatadisplayedinsomefieldsorwindows
l Specifywhocanview,create,edit,orprocessPPMCenterentitiessuchasrequests,packages,
projects,portfolios,andprograms
l Specifywhocanview,create,oreditPPMCenterconfigurationentitiessuchasworkflows,request
types,objecttypes,andsecuritygroups
l Specifywhocanchangesecuritysettings
Note:Inadditiontothesecurity-relatedtasksdescribedinthisguide,theprogrammanager
canusetheControlAccesspagetoconfiguresecurityforaspecificprogram.Fordetailson
howtousetheControlAccesspage,seetheProgram Management Users Guide.
ThestepsyouperformtoconfiguresecuritygroupsandusersforProgramManagementaredescribed
in"ConfiguringSecurityforProgramManagement"onpage31.
Note:Somebusinessmodelsrequirethatspeciallydesignatedsecurityadministratorssetupuser
accessgrantsandrestrictions.
Page 10 of 41

Related Documents
Foradditionalusefulinformation,seethefollowingdocuments:
l Program Management Users Guide
l Commands, Tokens, and Validations Guide and Reference
l Security Model Guide and Reference
l Demand Management Configuration Guide
l Deployment Management Configuration Guide
l HPE-Supplied Entities Guide(includesdescriptionsofallPPMCenterportlets,requesttypes,and
workflows)
Page 11 of 41
Chapter 2: Configuring Program

Management Request Types and
Workflows
l "ConfiguringProgramManagementRequestTypes"below
l "ConfiguringProgramManagementWorkflows"onpage17
l "ConfiguringBackgroundServicesforProgramManagement"onpage18
Configuring Program Management Request

Types
Basedontheneedsofyourorganization,youchooseandconfiguretherequesttypestouseinProgram
Management.Todothis,youaddfieldgroupstotherequestheadertypefortherequestandattacha
workflowtotherequesttype.Thissectionprovidesthestepsyoufollowtoperformthesetasks.
Fordetailedinformationaboutrequests,requesttypes,requestheadertypes,andworkflows,seethe
Demand Management Configuration Guide.
Note:Toeditorcreaterequesttypes,youmusthavetheConfigurationlicense(system-level)and
theDemandMgmt:EditRequestTypesaccessgrants.
ToconfigurearequesttypeforProgramManagement:
1. LogontoPPMCenter.
2. Fromthemenubar,selectOpen > Administration > Open Workbench.ThePPMWorkbench
opens.
3. Fromtheshortcutbar,selectDemand Mgmt > Request Types.TheRequestTypeWorkbench
opens.
4. ClickList.TheResultstablistsallexistingrequesttypes.
5. Openanexistingrequesttypeorcreateanewrequesttype.
Note:Forinformationonhowtocreateoropenarequesttype,seetheDemand Management
Page 12 of 41

Chapter 2: Configuring Program Management Request Types and Workflows
Configuration Guide.
TheRequestType:<Request Type Name>windowopens.
6. Addafieldgrouptotherequestheadertype.
a. InthetoprightoftheRequestTypewindow,undertheRequest Header Typebox,click
Open.
Page 13 of 41

TheRequestHeaderType<Request Header Type Name>windowopenstotheFieldstab.
b. ClickField Groups.
TheFieldGroupswindowopens.
Page 14 of 41

c. Togivetheselectedrequestheadertypethefunctionalityyouwantittohave,selectthe
EnabledcheckboxforoneoftheProgramManagementfieldgroups(PFM Program,
Program Risk,Program IssueandProgram Reference).
Note:
l SelectingthePFMProgramfieldgroupallowsrequeststobetreatedasprogramsin
thePortfolioManagementprocess.
l SelectingtheProgramRiskfieldgroupallowsrequeststobeconsideredasrisksina
program.
l SelectingtheProgramIssuefieldgroupallowsrequeststobetreatedasissuesina
program.
l SelectingtheProgramReferencefieldgroupaddsafieldtotherequesttypesothat
userscanaddaprogramreferencetorequests.
d. ClickOK.
e. IntheRequestHeaderTypewindow,clickOK.
f. FromthePPMWorkbenchshortcutbar,selectRequest Types.
TheRequestTypewindowopens.
Note:ForalistofProgramManagementrequesttypesandthefieldgroupsassociated
withthem,see"Table1-1.ProgramManagementfieldgroups"onpage7.
7. Tosavethechangestotherequesttype,clickSave.
8. Addaworkflowtotherequesttype:
Note:Forinformationaboutworkflowsandworkflowsteps,seetheDemand Management
Users Guide.
Page 15 of 41

a. IntheRequestTypewindow,clicktheWorkflowstab.
Bydefault,theAll Workflows are allowed for this Request Typecheckboxisselected.
b. CleartheAll Workflows are allowed for this Request Typecheckbox.

c. ClickNew.
TheWorkflow:Newdialogboxopens.
d. IntheWorkflowbox,selectaworkflow.
e. ClickOK.
TheWorkflowstabliststheselectedworkflow.
f. Tosavethechangestotherequesttype,clickSave.
9. ClickOK.
Page 16 of 41

Fordetailedinformationonhowtoconfigurearequesttype,seetheDemand Management
Configuration Guide.
Configuring Program Management Workflows

"ConfiguringProgramManagementRequestTypes"onpage12providedinformationonhowtoadda
specificworkflowtoaspecificProgramManagementrequesttype.Thissectioncontainsinformation
onhowtoaddaspecificProgramManagementrequesttypetoaworkflow.Forinformationabout
workflowsandworkflowstepsassignedtorequests,seetheDemand Management Users Guide.
Note:Toeditrequesttypes,youmustbeassignedtheConfigurationsystem-levellicenseandthe
DemandMgmt:EditRequestTypesaccessgrant.
Toaddarequesttypetoaworkflow:
2. Fromthemenubar,selectOpen > Administration > Open Workbench.ThePPMWorkbench
opens.
3. Fromtheshortcutbar,selectConfiguration > Workflows.TheWorkflowWorkbenchopens.
4. Inthelower-rightcorner,clickList.TheWorkflowWorkbenchlistsallworkflowrecords.
5. IntheWorkflow Namecolumn,double-clicktherecordfortheworkflowthatyouaddedtothe
requesttypeinstep8.
TheWorkflow:<Workflow Name>windowopens.
6. ClicktheRequest Typestab.
7. IntheAllowed Request Typeslist,selectalloftherequesttypesexcepttheProgram
Managementrequesttypethatyoumodifiedin"ConfiguringProgramManagementRequestTypes
"onpage12.
Tip:Toselectadjacentandnonadjacentlistitems,usetheShiftandCtrlkeys,
respectively.
8. TomovetheselectedrequesttypestotheRestricted Request Typeslist,clicktheleft-pointing
arrow.
9. ClickOK.
Page 17 of 41

Configuring Background Services for Program

Management
ThefollowingbackgroundservicespertaintoProgramManagement:
Service
Description
Default Value
Financial
Summary
RollupService
Calculatesrollupsoffinancialinformation,including
Status:Enabled
forecastandactualcostsandbenefits(monthlydata)and
ScheduledType:
approvedbudgets(annualdata),forthefollowing:
Simple
l Rollupsfromproposals,projects,andassetstoa
Schedule:3hours
program
l Rollupsfromproposals,projects,assets,programs,
andsubportfoliostoaportfolio,alongwithimmediate
rollupstoallthesuccessivelyhigherlevelsinthe
portfoliohierarchy
Program
HealthService
Programoverallhealthiscalculatedbasedonissue
health,riskhealth,andscopechangehealth.The
ProgramHealthServiceupdatesprogramhealth
automatically.
Status:Enabled
ScheduleType:
Simple
Schedule:5minutes
Tomodifytheservice,dothefollowing:
1. Fromthemenubarinthestandardinterface,selectOpen > Administration > Schedule
Services.
2. Clicktheserviceyouwanttomodify.
3. EdittheStatus,ScheduleType,andSchedule.Seetheonlinehelpformoreinformationaboutthe
ScheduleType.
4. ClickSave.
Page 18 of 41
Chapter 3: Configuring User Data

l "OverviewofUserData"below
l "AddingCustomUserFieldstoPrograms"onthenextpage
l "AddingColumnstotheProgramOverviewPage"onpage29
l "MoreInformationAboutConfiguringUserData"onpage29
Overview of User Data

ProgrampagesinthePPMDashboarddisplayasetofstandardfieldsforcollectinganddisplaying
programinformation.Whilethesefieldsaresufficientforday-to-dayprocessing,youcanuseuserdata
fieldstocaptureadditionalinformationspecifictoyourorganization.Ifyouwanttoincludeadditional
fieldsontheViewProgramandModifyProgrampagesinthePPMDashboard,youcandefinethemin
theUserDataWorkbench.
YouconfigureuserdatatypesfromtheUserDataWorkbenchintheUserDataContextwindow.
"Figure3-1.UserdatatypeslistedintheUserDataWorkbench"belowshowstheResultstabinthe
UserDataWorkbench,whichliststheavailableuserdatatypes.
Figure 3-1. User data types listed in the User Data Workbench
Page 19 of 41

Eachuserdatatypeconsistsofthefollowingcomponents:
l TheUser Data TypecolumnliststheuserdatatypesthatPPMCentersuppliesoutofthebox.For
programs,PPMCentersuppliestheProgramUserDatauserdataentity.
Note:Althoughyoucannotcreatenewuserdatatypes,youcandefinefieldsforanexisting
userdatatype.
l TheScopecolumnindicatesthescopeoftheuserdatatypefield.Thescopevalueiseitherglobal
orcontext. Ifthescopeisglobal,theUser Datatabforeverydesignatedentitycontainsthedefined
field.Ifthescopevalueiscontext(acontext-sensitiveuserdatatypefield),thedefineduserdata
fieldisdisplayedonlyontheUser Datatabofentitieswithspecificcontextfieldsandcontextvalue
definitions.ThescopeoftheProgramUserDatauserdatatypeisglobal.
l TheContext Fieldcolumndisplaysthelabelofcontext-sensitivefields.Itisnotenabledforthe
ProgramUserDatatype.
l TheContext Value columnliststhevalue(context)forcontext-sensitivefields.Itisnotenabledfor
theProgramUserDatatype.
Youcandefineupto20userdatatypefieldsfordisplayontheyourViewProgramandModifyProgram
pagesinthePPMDashboard.Youcanconfigurethemajorattributesofeachfield,includingits
graphicalpresentation,validationmethod,andwhetheritisrequired.
Caution:DonoteditthePMO - CR Levelvalidationbecauseitisseeddata.Editingitcancause
boththeKPMO_PROGRAM_SCOPE_CHANGE_VviewandtheProgramScopeChangeListportlettofail.
Referring to User Data

Afteryoucreateauserdatafield,youcanrefertoitfromotherpartsoftheproductbyitstokenname,
precededbytheentityabbreviationandtheuserdata(UD)qualifier.Thetokenformatis
[PREFIX.UD.USER_DATA_TOKEN].Forexample,ifyoudefinedafieldforpackageuserdatawiththe
tokenGAP_NUMBER,inthedefaultformat,thetokenwouldbe[PKG.UD.GAP_NUMBER].
Adding Custom User Fields to Programs

Thissectionpresentsthestepsyouperformtoaddacustomfieldtoyourprogrampages.
Note:Whenacustomuserfieldisaddedtoaprogram,thisfieldisincludedontheCreateNew
Page 20 of 41

Programpage.
Toaddacustomuserfieldtoprogrampages:
2. Fromthemenubar,selectOpen > Administration > Open Workbench.
ThePPMWorkbenchopens.
3. Fromtheshortcutbar,selectConfiguration > User Data.
TheUserDataWorkbenchopens.
4. ClickList.
TheResultstabliststheavailableuserdatatypes.
5. IntheUser Data Typecolumn,double-clickProgram User Data.
TheUserDataContext:ProgramUserDatawindowopenstotheFieldstab.
6. ClickNew.
TheField:NewwindowopenstotheAttributestab.
Page 21 of 41

7. Enterthefollowinginformation:
a. IntheField Promptbox,typethelabeltodisplayforthenewfield.
b. IntheTokenbox,typeanuppercasetextstringtousetoidentifythisfield.
Thetokennamemustbeuniquetothespecificuserdata.Anexampletokennameis
ASSIGNED_TO_USER_ID.
c. IntheDescriptionbox,youcanentertextthatdescribeswhatthefieldcapturesandhowitis
tobeused.
d. Toenablethenewfield,leaveEnabledselected.
e. IntheValidationbox,enterorselectthevalidationlogictousetodeterminethevalidvalues
forthefield.
Thiscanbealistofuser-definedvalues,arulethattheresultmustbeanumber,andsoon.
TheComponent Typefieldindicatesthefieldtype(list,free-formtextfield,andsoon).This
read-onlyfieldisderivedfromthevalidationyouselected.
f. Ifthefieldlistsselectableitems,andyouwantuserstobeabletoselectmorethanoneof
Page 22 of 41

these,selectMultiselect.
IfyouselectMultiselect,thePPMWorkbenchdisplaysadialogboxthatlistslimitations
imposedonmultiselectuserfields.
g. IfyouselectedMultiselect,makeanoteofthelimitations,andthenclickYes.
8. OntheAttributestab,enterthefollowinginformation:
a. IntheUser Data Collist,selecttheinternalcolumninwhichthefieldvalueistobestored.
Thesevaluesarestoredinthecorrespondingcolumninthetableforprograms.Youcanstore
informationinupto20columns,whichmeansthatyoucancreateupto20customfieldsfor
programs.Notwofieldsinuserdatacanusethesamecolumn.
b. Tomakethenewfieldread-onlyatalltimes,intheDisplay Onlylist,selectAlways.Tomake
thefieldeditableatalltimes,selectNever.
c. Tomakethefieldvisibletousers,nexttoDisplay,leaveYesselected.Tohidethefield,
selectNo.
d. Tomakethefieldrequired(theusermustspecifyavalue)atalltimes,intheRequiredlist,
selectAlways.Tomakethefieldoptionalatalltimes,selectNever.
Atthispointyoucancontinuetoconfigurethenewfield,saveyourchangesandcreateanother
field,orsaveyourchangesandclosetheFieldwindow.
9. Dooneofthefollowing:
o Continuetoconfigurethenewfield.
Forinformationonhowtofurtherconfigurethenewfield,see"ConfiguringtheDefaultValuefor
aCustomUserField"onthenextpageand"ConfiguringDefaultSecurityforaCustomUser
Field"onpage26.
o Tosaveyourchangesandcreateanotherfield,clickAdd.
TheFieldwindowclearssothatyoucancreateanothernewfield.
o TosaveyourchangesandclosetheFieldwindow,clickOK,andthen,intheUserData
Contextwindow,clickOK.
Page 23 of 41

Configuring the Default Value for a Custom User

Field
Toconfigurethedefaultvalueforacustomuserfield:
1. IftheField:<Field Name>windowisopen,skiptostep8,otherwise,continuetostep2.
5. ClickList.
7. OntheFieldstab,double-clicktherowthatdisplaysthefieldforwhichyouwanttoconfigurea
defaultvalue(s).
TheField:<Field Name>windowopenstotheAttributestab.
Page 24 of 41

8. ClicktheDefaulttab.
9. Enterthefollowinginformation:
a. Toindicatethatthefieldistohaveadefaultvalue,intheDefault Typelist,dooneofthe
following:
l Tospecifythatthefielddefaultistobeaconstantvalue,selectConstant.
l Tospecifythatthefielddefaultistohavenodefault,selectNone.
b. Ifyouspecifiedaconstantdefaulttype,thenintheVisible Valuelist,selecttheconstant
value.
10. Dooneofthefollowing:
o Continuetoconfigurethenewcustomfield.
o TosavethecustomfieldandclosetheFieldwindow,clickOK,andthen,intheUserData
Contextwindow,clickOK.
Page 25 of 41

Configuring Default Security for a Custom User Field

Thissectionprovidesthestepsusedtoconfigurethedefaultsecuritysettingforacustomfield.Keepin
mindthatstatusdependenciesandfield-leveldependenciescanoverridethesesettings.
Toconfigurethedefaultsecuritysettingsforacustomeruserfield:
1. IftheFieldwindowisopen,skiptostep8,otherwise,continuetostep2.
5. ClickList.
7. OntheFieldstab,double-clicktherowthatdisplaysthefieldforwhichyouwanttoconfigure
defaultsecuritysettings.
TheFieldwindowopenstotheAttributestab.
Page 26 of 41

8. ClicktheSecuritytab.
a. ClickEdit.
TheEditFieldSecuritywindowopens.
Page 27 of 41

9. Tospecifythatonlycertainusersorgroupsbeabletoviewandoreditthecustomfield:
a. NexttoThis field is,cleartheVisible to all usersandEditable by all userscheckboxes.
b. IntheSelect Users/Security Groups that can view this fieldlist,selectoneofthe
following:
l Security Group
l User
l Standard Token
l User Defined Token
Yourselectiondeterminesthelabeldisplayedfortheauto-completefieldbelowthelist.
c. Usetheauto-completefieldtoselectthesecuritygroups,users,standardtokens,oruserdefinedtokensthatyouwanttobeabletoviewthisfield.
d. Togivetheselecteditemstheabilitytoeditthefield,leavetheProvide Editing Rights
checkboxselected.Tomakethefieldread-onlyforyourselection(s),clearthecheckbox.
e. ClickAdd.
Thetableontherightlistsyourselection(s).
f. Repeatstepcthroughstepetoconfigurefieldvisibilityforadditionalusersandgroups.
Inthetableontheright,theVisibleandEditablecheckboxesareselectedbydefaultforallof
theselectedusersandgroup.
g. Inthetableontheright,cleartheVisiblecheckboxfortheusersandgroupsfromwhichyou
wantthefieldtobehidden.
h. Inthetableontheright,cleartheEditablecheckboxfortheusersandgroupsforwhichyou
wantthecustomfieldtoberead-only.
10. ClickOK.
11. IntheFieldwindow,clickOK.
12. IntheUserDataContextwindow,clickOK.
Page 28 of 41

Adding Columns to the Program Overview Page

IftheCOST_CAPITALIZATION_ENABLED serverconfigurationparameterissettotrueandifthe
financialsummarysettingsfortheprogramalsoenableseparatetrackingofcapitalandoperating
costs,thefollowingcolumnsareavailabletoalluserstoaddtotheProgramOverviewpage:
l Approved Budget(subordinatetoCapital Costinthelistofselectablecolumns)
l Approved Budget(subordinatetoOperating Costinthelistofselectablecolumns)
Ontheotherhand,iftheCOST_CAPITALIZATION_ENABLED serverconfigurationparameterissetto
falseorifthefinancialsummarysettingsfortheprogramdisableseparatetrackingofcapitaland
operatingcosts,thefollowingcolumnisavailabletoalluserstoaddtotheProgramOverviewpage:
l Approved Budget
ForinformationabouthowtoaddcolumnstotheProgramOverviewpage,seetheProgram
Management Users Guide.
Changed Column Names

ThefollowingcolumnnameshavebeenchangedontheProgramOverviewpage:
l IntheProgram Costssection,PlannedisrenamedForecast.
l IntheContentsection:
o Planned LaborisrenamedForecast Labor.
o Planned Non-LaborisrenamedForecast Non-Labor.
o Planned TotalisrenamedForecast Total.
More Information About Configuring User Data

Forinformationaboutthefollowingtopics,seetheDeployment Management Configuration Guide:
Page 29 of 41

l Copyingfielddefinitions
l Configuringuserdatafielddependencies(detailedsteps)
l Editinguserdatafields
l Removingfields
l Configuringuserdatalayout
Page 30 of 41
Chapter 4: Configuring Security for Program

Management
l "ProgramManagementSecurity"below
l "RequiredLicenses"onthenextpage
l "AccessGrants"onpage33
l "SecurityGroups"onpage33
Program Management Security

Thissectiondescribeshowtouselicenses,accessgrantsandsecuritygroupstogiveusersaccessto
ProgramManagementinformationandprocesses.ForadetaileddescriptionofPPMCentersecurity,
seetheSecurity Model Guide and Reference.
"Table4-1.Securityfeatures"belowliststhesettingsyouusetocontrolthedataandprocesssecurity
inPPMCenter.
Table 4-1. Security features
Security Feature
Definition
Licenses
Eachuserisassignedoneormorelicensesthatdeterminewhichsetof
PPMCenterproduct-relatedscreensandfunctionsisavailabletothatuser.
Usethelicensesinconjunctionwithaccessgrantstogiveusersaccessto
specificfieldsandfunctions.
Accessgrants
Linkedtousersthroughsecuritygroups,accessgrantsdeterminethe
windowsandfunctionsinwhichuserscanvieworeditinformationor
performactions.Accessgrantsalsoprovidedifferentlevelsofcontrolover
someentitiesandfields.
Entity-level
restrictions
Useentitysettingsto:
l Controlwhocancreate,edit,process,anddeletePPMCenterentities
suchasrequests,packages,andprojects.
l Controlwhichrequesttypesandobjecttypescanbeusedwithcertain
workflows.
Youcansetuptheserestrictionsintheconfigurationentities(workflows,
requesttypes,andobjecttypes).
Page 31 of 41

Chapter 4: Configuring Security for Program Management
Table 4-1. Security features, continued

Security Feature
Definition
Field-levelrestrictions
ForeachcustomfieldthatyoudefineinPPMCenter,youcanspecifythe
conditionsunderwhichitisvisible(ornot)andeditable(orread-only).You
canalsospecifytheuserswhocanvieworeditsomefields.
Configuration-level
restrictions
Useownershipgroupssettingstospecifywhocanmodifyconfiguration
entities.Forexample,toensurethatonlydesignateduserscanchange
yourPPMCentercontrolledprocesses,selecttheuserswhocaneditan
existingworkflow.
"SecurityGroups"onthenextpageofthissectionprovidesthestepstoperformtoconfiguresecurity
groupsandusersforProgramManagement.
Required Licenses
TouseProgramManagement,youmusthavethefollowingapplicationlicenses:
l ProgramManagement
l DemandManagement
l ProjectManagement
Forinformationaboutthesystem-levellicensesrequiredtoconfiguresecurityinPPMCenter,seethe
Security Model Guide and Reference.
Program Management
TheProgramManagementlicenseprovidesaccesstobasicProgramManagementfunctionalityandto
configurationofgeneralProgramManagementsettings.ItmustbeusedinconjunctionwithDemand
ManagementandProjectManagementlicenses.
Demand Management
TheDemandManagementlicenseprovidesaccesstoallDemandManagementfunctionality.
Page 32 of 41

Project Management
TheProjectManagementlicenseprovidesaccesstoallProject,Resource,andFinancialManagement
functionalityavailablethroughthePPMWorkbench,aswellasaccesstoadvancedPPMDashboard
functions.
Access Grants
Accessgrantsprovideusers(whohavetherequiredapplicationlicenses)withthepermissionrequired
toaccessspecificentitiesorperformspecificfunctionswithinPPMCenter.
TheProgramManagementaccessgrantsare:
l PMO: Create Programs. WhenusedwiththeEditProgramsaccessgrant,thisaccessgrant
allowsausertocreateanewprogram.
l PMO: Edit Programs.Thisaccessgrantallowsausertomodifyallprogramsonwhichheisthe
assignedtheprogrammanager.
l PMO: Edit All Programs.Thisaccessgrantallowsuserstocreateandmodifyanyprogram.
l PMO: Edit Program Types.Thisaccessgrantallowsuserstocreateandmodifyanyprogram
type.
l PMO: View Program Types.Thisaccessgrantallowsuserstoviewanyprogramtype.
l PMO: View Programs.Thisaccessgrantallowsuserstoviewprogramdefinitions.
Security Groups
UsingsecuritygroupsinProgramManagementinvolvesassociatingthemwithprocess(workflow)
stepsandpotentiallyrestrictinguseraccesstotheProgramManagemententitiesprojects,requests,
andfinancialsummaries.
Thissectionprovidesdetailedinstructiononhowtocreatesecuritygroupsandassignthemaccess
grants,adduserstosecuritygroups,andassociatethesecuritygroupswithworkflows(business
processes).
Page 33 of 41

Creating a Security Group and Assigning It Access

Grants
Asecuritygroupisessentiallyacollectionofaccessgrants.Afteryoucreateandenableasecurity
group,youcanassignuserstoit.Auserassignedtoasecuritygroupassumestheaccessgrants
assignedtothatsecuritygroup.
PPMCenterincludesonedefaultsecuritygroupforProgramManagement.Thissecuritygroup,which
isnamedPPMProgramManager,hasallProgramManagementaccessgrantsassignedtoit.Users
thatyouaddtothisgroupcanaccessandeditinformationforallprograms.
YoucandefineadditionalProgramManagementsecuritygroupstosuityourneeds.
Note:Toaddaccessgrantstoasecuritygroup,youmustbeassignedtheUserAdministration
system-levellicense.
Tocreateasecuritygroupandassignaccessgrantstoit:
3. Fromtheshortcutbar,selectSys Admin > Security Groups.
TheSecurityGroupWorkbenchopens.
4. Atthelower-leftpartofthewindow,clickNew Security Group.
TheSecurityGroup:UntitledwindowopenstotheUserstab.
5. IntheNamebox,typeanameforthesecuritygroup.
6. NexttoEnabled,clickYes.
7. ClickSave.
8. ClicktheAccess Grantstab.
TheAvailable Access Grantstablelistsalloftheaccessgrantsthatyoucanassigntoasecurity
group.TheCategorycolumnliststhePPMCenterfunctionalareawithwhicheachgrantis
associated.
Page 34 of 41

9. Toassignaccessgrantstoyournewsecuritygroup:
a. IntheAvailable Access Grantstable,selectoneormoreaccessgrants.
Tip:YoucanusetheCtrlandShiftkeystoselectadjacentandnonadjacentitemsin
thelist.
b. Clickthearrowpointer.
TheLinked Access Grantstableontherightliststheselectedaccessgrants,whicharenow

associatedwithyoursecuritygroup.
10. Tosavethesettings,clickOK.
TheSecurityGroupWorkbenchliststhesecuritygroupyoucreated.
Note:IfyourPPMCenterinstancesupportsmultiplelanguages,anysecuritygroupyoucreateis
definedinthelanguageyouselectedatlogon(yoursessionlanguage).Afterthesecuritygroupis
created,itcanbemodifiedonlyinitsdefinitionlanguage.Formoreinformation,seetheMultilingual
User Interface Guide.
Page 35 of 41

"Table4-2.ProgramManagementsecuritygroupscenario"belowlistsdetailsforthesecuritygroup
setupfortwosetsof(example)userswhohavedifferentProgramManagementaccessgrants
assignedtothem.
Table 4-2. Program Management security group scenario
Security Group
Category: Access Grant
Definition
Program
Manager
l PMO:CreatePrograms
Corporateprogrammanagerswhomusthave
fullaccesstoprograms.
l PMO:EditPrograms
l PMO:EditAllPrograms
l PMO:ViewPrograms
AdminProgram
Mgmt
l PMO:ViewPrograms
Linemanagerswhoonlyneedtoview
programs.
Configuring Program Management Users

Toassignaccessgrantstoauser,youaddtheusertoasecuritygroup.
Note:Tocreateauser,youmusthavetheUserAdministrationsystem-levellicense.For
informationonsystem-levellicenses,seetheSecurity Model Guide and Reference.
Toassignanewusertooneormoresecuritygroups:
2. Onthemenubar,selectOpen > Administration > Open Workbench.
3. Ontheshortcutbar,selectSys Admin > Users.
TheUserWorkbenchopens.
4. ClickNew User.
TheUser:UntitledwindowopenstotheUser Informationtab.
Page 36 of 41

5. Entertherequiredinformation(fieldswithlabelsdisplayedinredtext)forthenewuser,andthen
clicktheSecurity Groupstab.
6. IntheDirectly Linked Security Groupsbox,clickNew.

TheSecurityGroupsdialogboxopens.
7. IntheSecurity Groupsfield,clicktheauto-completebutton,andthenselectthesecuritygroups.
8. ClickOK.
9. Tosaveyourchanges,clickOK.
"Table4-3.ProgramManagementsecuritygroupandlicensescenario"belowliststhelicensesand
securitygroupsrequiredfortwosetsofuserswhohavedifferentProgramManagementaccessgrants
assigned.
Table 4-3. Program Management security group and license scenario
Security Group
Licenses
Definition
ProgramManager
l ProgramManagement
Corporateprogrammanagerswhorequirefull
Page 37 of 41

Table 4-3. Program Management security group and license scenario, continued
Security Group
Licenses
Definition
l DemandManagement
accesstoprograms.
l ProjectManagement
AdminProgram
Mgmt
l ProgramManagement
l DemandManagement
Linemanagerswhoonlyneedtoview
programs.
l ProjectManagement
Associating Security Groups with Workflows

Workflowsrepresentbusinessprocessesandareusedtomapbusinessrulesandprocessestoyour
organization.Eachworkflowconsistsofaseriesofworkflowsteps.Linkedtogether,theseworkflow
stepsformtheworkflow.Withtherequiredaccessgrants,youcaneditworkflowstomeetyour
businessrequirements.
Note:Toeditworkflows,youmusthavetheConfigurationsystem-levellicense.
Youcanconfigureeachworkflowstepsothatonlysecuritygroupsorindividualusersthatyouspecify
canprocessit.
Toconfigureanexistingworkflowstepforasecuritygroup:
1. OpenthePPMWorkbench.
2. FromthePPMWorkbenchshortcutbar,selectConfiguration > Workflows.
TheWorkflowWorkbenchopens.
3. Openanexistingworkflow.
Page 38 of 41

TheWorkflowwindowopenstotheLayouttab,whichyouusetoconfigureworkflowsteps.
4. OntheLayouttab,double-clickanumberedworkflowstep.
TheWorkflowStepwindowopenstothePropertiestab,whichisusedtospecifygeneral
informationabouttheworkflowstep.
5. ClicktheSecuritytab.
Note:YouusetheSecuritytabtoassignsecuritygroupsandindividualuserstothe
workflowstep.Afteryouassignasecuritygrouptoaworkflowstep,onlyamemberofthat
securitygroupcanactonthatstep.
6. ClickNew.
TheWorkflowStepSecuritywindowopens.
7. IntheSecurity Groupbox,usetheauto-completelisttooltoopentheValidatewindowandselect
thesecuritygrouporgroups.
8. ClickOK.
Page 39 of 41

9. IntheWorkflowStepwindow,clickOK.
TheSecuritytabliststhesecuritygroupsaddedtotheworkflowstep.
10. ClickOK.
11. Tosaveyourchangestotheworkflow,intheWorkflow:<Workflow Name>window,clickOK.
Formoreinformationonconfiguringworkflowsteps,seetheDemand Management Configuration
Guide.
Page 40 of 41
Send documentation feedback

Ifyouhavecommentsaboutthisdocument,youcancontactthedocumentationteambyemail.Ifan
emailclientisconfiguredonthissystem,clickthelinkaboveandanemailwindowopenswiththe
followinginformationinthesubjectline:
Feedback on Program Management Configuration Guide (Project and Portfolio Management
Center 9.40)
Justaddyourfeedbacktotheemailandclicksend.
Ifnoemailclientisavailable,copytheinformationabovetoanewmessageinawebmailclient,and
sendyourfeedbacktoyour_IE_team_PDL@hpe.com.
Weappreciateyourfeedback!
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Project and Portfolio Management

Document Release Date: September 2016

Program Management Configuration Guide

Restricted Rights Legend

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

HPE Project and Portfolio Management Center (9.40)

Chapter 1: Getting Started with Program

Overview of Program Management

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Program-Related Request Types

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Figure 1-1. Field Groups window

Overview of Program Management

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Step One: Gather Information

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Table 1-2. Program Management request types and workflows, continued

Step Two: Configure Program Management Request

Step Three: Configure Program Management

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Step Four: Add Custom User Data Fields to Program

Step Five: Set Security for Program Management

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

HPE Project and Portfolio Management Center (9.40)

Chapter 2: Configuring Program

Configuring Program Management Request

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

TheRequestHeaderType<Request Header Type Name>windowopenstotheFieldstab.

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

b. CleartheAll Workflows are allowed for this Request Typecheckbox.

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Configuring Program Management Workflows

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Configuring Background Services for Program

HPE Project and Portfolio Management Center (9.40)

Chapter 3: Configuring User Data

Overview of User Data

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

Referring to User Data

Adding Custom User Fields to Programs

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

HPE Project and Portfolio Management Center (9.40)

Program Management Configuration Guide

HPE Project and Portfolio Management Center (9.40)