Description:
Become a product expert and earn an industry-recognized credential. Gain in-depth knowledge of product features and best practices. Learn about customization options and solutions that can help you optimize your organization’s use of Targetprocess.
The learning plan is organized around key project management stages: initiation, planning, execution & monitoring, and closure. Each section provides information on the Targetprocess solutions, features, views, and reports most relevant to each of these stages. Targetprocess users will learn how to effectively use their current configuration and be able to plan ahead for future process transformations.
Recommended Audience:
Project management leaders (architects of process transformations) and Targetprocess administrators.
Total Time:
10 hours, 16 minutes
- Instructor-led courses: 7 hours
- Self-paced content: 3 hours, 16 minutes
Prerequisites:
Targetprocess Learning Plans on Apptio Community:
- Targetprocess Foundations
- Views Configuration
- Reports and Dashboards
- Process Administration
Learning Plan:
Initiation - 3 hrs, 58 min
Learn how to manage requests and ideas, set strategic objectives, manage teams, and conduct capacity and demand planning and budgeting.
Introduction to Targetprocess ILT - 3 hrs
Set goals for your use of Targetprocess, navigate Targetprocess, build a work hierarchy and views, and create Strategic Objectives and Key Results.
Request Management - 8 min, 40 s
This video demonstrates idea and request management options possible within Targetprocess through the Idea Management solution, the ServiceDesk application, and integrations.
Strategic Objectives - 8 min, 15 s
This video discusses how Targetprocess can help you maximize the impact of your strategic objectives framework by increasing the visibility of these objectives and improving the alignment of work to these objectives.
Managing Teams - 6 min, 31 s
This video discusses how to manage users, teams, and release trains in Targetprocess.
Team and Portfolio Assignments - 4 min, 16 s
Targetprocess users receive access to work items through team or portfolio assignments or through direct assignment to work items. This video discusses options for configuring team and portfolio assignments.
Backlog Management - 7 min, 49 s
This video discusses how Targetprocess can help you optimize your backlog management process. With a successful backlog management process you can streamline your planning process, increase the alignment of work items to strategic objectives, promote a quicker time to value.
Portfolio Capacity Planning and Labor Costs - 10 min, 09 s
This video discusses how to implement portfolio-level capacity and demand planning in Targetprocess and how to forecast labor costs for planned initiatives.
Project Portfolio Budgeting Solution - 10 min, 10 s
This video describes Targetprocess support for end-to-end budgeting, identifies advantages of conducting budgeting in Targetprocess, and describes the components of the Project Portfolio Budgeting Solution.
Planning - 4 hrs, 54 min
Learn how to conduct Portfolio and PI Planning, monitor and improve estimation practices, and manage dependencies, impediments, goals, and risks.
Portfolio Planning ILT - 2 hrs
Align initiatives to strategic objectives, connect ideas and work items, build a portfolio roadmap, track progress on a portfolio kanban, and practice portfolio backlog management activities.
Portfolio Views, Prioritization, and WIP Limits - 4 min, 40 s
This video provides a quick overview of key Portfolio-level views in Targetprocess and connects these views to the overall Portfolio management process.
Program Increment Planning ILT - 2 hrs
Learn how to use the PI Planning Event solution and practice conducting key PI Planning activities such as planning work items and managing dependencies.
Program Increments and Team Iterations - 5 min, 18 s
This video relates program increments and team iterations to the default work hierarchy and describes how to create and edit program increments and team iterations.
Estimation Accuracy Reports - 4 min, 48 s
The historical data collected in Targetprocess can help you improve your estimation processes over time. This video will show you how to build a selection of reports to help you with this analysis.
Estimation Board and List Views - 4 min, 57 s
This video will show you how to create custom views that can help teams and product managers in your organization improve their work estimations for user stories and features.
Relations - 8 min, 53 s
This video will introduce you to the five types of relations in Targetprocess and demonstrate how to manage these relations using the relations tab, dedicated views, and filtering.
Impediments and Dependencies - 4 min, 42 s
This video will introduce you to impediment and dependency entities in Targetprocess and discuss how these entities differ from risks and dependency and blocker relations.
PI Objectives and Iteration Goals - 7 min, 01 s
This video provides an overview of options for Program Increment or PI Objectives and describes how to use PI Objectives to connect work and business objectives.
Introduction to Risk Management - 6 min, 31 s
This video provides an overview of risk management solutions and actions in Targetprocess.
Advanced Risk Management - 6 min, 34 s
This video provides an overview of the components included the Risk Management by Impact and Probability and Risk Management by Integrity, Availability, and Confidentiality solutions.
Execution & Monitoring - 59 min, 27 s
Learn how to use custom views to easily track the data that matters most to you and learn how to track work progress and completion.
Custom Views - 6 min, 31 s
This video describes custom view options, functionality, and the view creation process.
Actions Menu - 6 min, 23 s
This video describes how to use the actions menu to customize the information shown on by views by switching view types, displaying or hiding relations, changing zoom size, and more.
Filters - 10 min, 23 s
This video describes the types of filters available in Targetprocess and different ways to use these filters.
Time Tracking - 7 min, 39 s
This video describes the time-tracking options available in Targetprocess: manual entry of time, automatic time-tracking, and timesheets.
Notifications, Following, and Comments - 6 min, 07 s
This video will review the types of notifications available in Targetprocess and describe how end users can create custom notifications by following entities and using the commenting feature.
Process Notifications and Notification Rules - 8 min, 44 s
This video describes how to set process-specific email notifications and custom notification rules.
Definition of Done - 9 min, 0 s
This video describes how to use the Definitions of Done solutions to automatically generate trackable completion requirements for work items.
Program Metrics - 4 min, 40 s
This video provides an overview of the reports included in the Program Increment Tracking Dashboard solution.
Closure - 23 min, 01 s
Reflect and report on completed work and process transformations. Share results with teams and other stakeholders.
Retrospectives - 5 min, 07 s
This video describes how to conduct retrospectives in Targetprocess using the retrospective, feedback, and action item entities and views.
Lead Times, Cycle Times, and Flow - 4 min, 51 s
This video describes the calculation of lead and cycle times in Targetprocess and options available to track these figures.
Reporting on Lead Times, Cycle Times, and Flow - 4 min, 31 s
This video describes cycle time, process control, and cumulative flow report templates.
Measurement Monitoring - 5 min, 32 s
This video will introduce you to the Measurement Monitoring solution and describe how this solution can be used to track and report on important business and DevOps metrics.
Sharing Reports - 3 min, 00 s
This video provides an overview of export, sharing, and print options for reports.