Proposal Processing Proposals, Staffing Profiles, Financial Summary Hewlett-Packard Project & Portfolio Management Project & Portfolio Management Slide 1View in Slide Show Mode; Print Notes Page format for Tips and details.

Slide 2 Change Management - The Roadmap View in Slide Show Mode; Print Notes Page format for Tips and details.

Slide 3 Proposal Process 1. The Business Area Representative Enters the Proposal 2. The Financial Summary is added and the Business Area Approver submits to Registry for Estimation 3. The Delivery Team is identified and reviews the Proposal for adequate information to provide high level estimate Create Project 4. The Delivery Team provides Estimate by creation of the Staffing Profile and update of the Financial Summary 5. The Business Segment Prioritizes 1 to N; Enterprise Prioritization and available capacity initiates Resource Planning 6. The Staffing Profile is decomposed by Role, by Month, by Resource Pool for Labor Requirements for delivery 7. The Enterprise Demand and Available Capacity determines the planned release of the Project for Execution 8. A Final review of Near Term Available Capacity based on current status prior to Project Creation for Planning 9. The Business Area Representative can cancel the Proposal if no longer a consideration 10. Planning Horizons will change based on process and organizational experience and maturity

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 4 Proposal Entry – Summary & Stakeholder 1. Business Area Representative Creates Request Required Fields * on Submit 3. Business Area Required 4. & Auto Populates many fields 1. Summary & Stakeholder Sections 5. Save Draft if not complete 6. ? Help Icon 5 7. Submit when Ready for Estimate 7

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 5 Proposal Entry – Definition & Assessment 1 1. Proposal Definition Section 2. Define for Estimation Purposes 3. Attach\Link Work Flow Documentation 4. Assessment & Prioritization Section 2 34

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 6 Initiative Definition – FS Set-up & Approval 1 1. BA Approver has Work Flow Control 2. Cost Manager auto defaulted to Identified By 3. Access the Financial Summary Link Add Self, BA Approver, Delivery Manager … 4. Configure Access for All Users 6. Configure Financial Summary Settings 6 7. Submit to Registry or Develop Financials 7

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 7 Financial Summary – Costs & Benefits Export to Excel to share with non PPM Users 8. Enter $K in month expected to be billed 9. Benefits for Revenue & Savings the Same 7. Select Non-Labor, Category & Expense Type 6. Add Line for Forecasted Expenditures 6 1. Labor Rolls into Financial Summary 2. Forecast = Actuals to Date + Planned Future 8 4. Scroll Down to Edit Forecast & Actuals 5. Set Display Parameters 5 5

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 8 Registry 1. Print Request button upper left corner 2. Work Flow Control by GOV Security Group 3. Delivery Stakeholders Notification Available 4.Weekly Acceptance for Estimation Adequate Details and Estimation Capacity 2 3 3

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 9 Estimation – Assumptions & Assessment Delivery Manager has Work Flow Control 2. Can Assign for Edit Access to Request 3. Define Assumptions & Questions 4. Assess Technical Risk Create a Staffing Profile 5

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 10 Estimation – Staffing Profile Labor Header data auto-populated from Request 3. Create the Staffing Profile 2. Can Copy Existing Staffing Profile or Template 5. Add Users for SP Access 6. Set Parameters – Add Position (s) 4. Provide Access through Configure Access button 7. Only Role and Hours or FTEs required 8. Use Comments to define specific requirements or considerations 9. Advanced for Skills, Cost Category and\or Capitalization 10. Add Another Line or Add to Return

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 11 Assessment & Prioritization Gov SG has Work Flow Control 2. Identified By & BA Approver Edit Stakeholder Identification and Assessments 3. DM Edit Stakeholder Identification 4. Definition and Labor Estimate Fields are View Only Edit Access to Valuations and Financial Summary 6. Business Segment Priority Maintained for Release Planning Selection Enterprise Priority Maintained by GOV SG for Release Planning Selection based on available capacity 7 By Business Area Approver

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 12 Resource Planning Document Assumptions made 2. Elaborate Staffing Profile Set Parameters – Add Positions 2. Role, Resource Pool & Hours Required 3. Use Comments to define requirements 4. Advanced Tab for Cost & Capital 5. Should Total same hours as Initial Estimate or Change Control Process

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 13 Schedule Integration Master Schedule – 244 of 478 Projects 2. Offset Demand against Capacity 3. Net Available Capacity 4. By Role, By Month Over Commitment 5. Specific Overload Details 6. Defining\Managing Portfolios 7. Reschedule or Staff Augmentation?

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 14 1 Work Authorization Confirm Availability 2. Assign Project Manager 3. Create Project – To Project Planning 4. Proposal is Closed – View Only 5. All Details Transferred to Project 4 5

View in Slide Show Mode; Print Notes Page format for Tips and details.Slide 15