ezds.com : Kintana HP PPM Portfolio Asset

HP PPM Portfolio Asset

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PPM Overview

HP Portfolio Management comes with out-of-the-box 'best practice request types and workflows that can be used as-is or copied and customized to match your business process.
The PFM - Asset workflow covers initial creation of the asset and is periodically reviewed until it reaches end-of-life and is removed from the inventory.

Default workflow steps

1. Assign Project Manager. At this step, a project manager should be assigned to the project to manage and coordinate the remaining tasks and deliverables.

1. Enter Application Data. Initial asset information is entered, including budget, resource, and benefit information.

2. Review Application Data. The asset information is validated, resulting in a request for more information or sign off (Review Complete).

3. Additional Information. In this step, any additional information that is required for the asset is gathered.

4. Pending Next Review. An asset at this step has passed its last review and is simply waiting until the next review. It automatically moves to the next step at the configured time interval.

5. Owner Annual Review. This review encourages the owner of an asset to think about whether the asset continues to require maintenance. Even though the business unit might not be changing anything or running any projects against it, it should be evaluated on at least an annual basis, and perhaps updated in regard to financial benefit, budget, or staffing profile.

Customization

The workflow can be changed, with due attention to passing the request through request statuses (see Request Statuses and Workflow Steps page 41 for details).

Customization typically involves adding or removing steps, and changing step names, notifications and security groups (the people who can act on each step).

Keep the Create Asset step - It supports HP Portfolio Management functionality.