CIS-SPM Certified Implementation Specialist - Strategic Portfolio Management Questions and Answers

According to the ServiceNow documentation1, this property controls whether the start dates of the resource plan, cost plan, and benefit plan are automatically updated when the start date of the demand or project is changed. If this property is set to true, then the plans will be shifted by the same number of days as the demand or project start date change. If this property is set to false, then the plans will not be affected by the demand or project start date change.

1: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_Properties.html

According to the ServiceNow documentation1, the Business Unit field on a Project or Demand form is a reference field that displays values from the cmn_department table. A reference field stores a link to a record on another table, rather than storing the data directly in the field2.

1: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_ProjectTable.html 2: https://docs.servicenow.com/bundle/vancouver-platform-administration/page/administer/form-administration/concept/c_ReferenceFields.html

According to the ServiceNow documentation1, the it_program_manager role is needed to group related projects and demands. This role can create and manage programs, which are containers for projects and demands that share a common goal or objective. The other options are incorrect because:

B. it_project_manager: The it_project_manager role can create and manage projects, but not group them into programs2.

C. it_demand_manager: The it_demand_manager role can create and manage demands, but not group them into programs3.

D. it_project_user: The it_project_user role can view and edit project tasks, but not create or manage projects, demands, or programs4.

1: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-portfolio-management/concept/c_ProgramManagement.html 2: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/concept/c_ProjectManagement.html 3: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/demand-management/concept/c_DemandManagement.html 4: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_Roles.html

According to the Project Summary - Waterfall Dashboard document, depending on the execution type selected for a particular project, the Project Summary - Waterfall Dashboard will also be available. This dashboard provides a comprehensive view of the project status, progress, and performance using various widgets. The other options are not correct, as they are not dashboards that are dependent on the execution type of the project. The Timecard Dashboard is a dashboard that displays the time worked by users on various tasks. The User Manager Dashboard is a dashboard that displays the user management activities and statistics. The PMO Dashboard is a dashboard that displays the portfolio and project performance and health.

Resource capacity is the total number of hours that a resource or a group of resources is available for work in a given time period. According to the Product Documentation for ServiceNow, resource capacity is derived from the user or group schedule, which defines the working hours and days for each resource. The group capacity is rolled up from the schedules of all the members. Note: Capacity is not derived from FTE, but from schedules. Both FTE and schedules must be in synchronization with each other. FTE is a measure of how much work a resource can perform in a standard work week, and it is used to calculate the resource demand and allocation.

According to the Product Documentation for ServiceNow, the business stakeholder role (rm_business_stakeholder) can read and retrieve data from any table of the Release Management application to generate reports. This role can also view the release dashboard, release calendar, and release roadmap. The other roles have different levels of access and permissions for the Release Management application. You can find more information about the roles and responsibilities for Release Management in the Product Documentation for ServiceNow.

A baseline is a data copy of the current project’s task, schedule, or structure that can be used for comparison reporting later. A baseline captures the original plan of the project and allows you to track the changes and deviations from the plan over time. You can create multiple baselines for a project and compare them with the current state of the project. You can find more information about baselines in the Product Documentation for ServiceNow.

According to the ServiceNow documentation1, a lens is a hierarchical structure that consists of entities and relationships. An entity is a data object that represents a business concept, such as a project, a demand, or a resource. A relationship is a link between two entities that defines how they are connected. A lens can have up to four levels of entities, each with a parent reference to the entity above it, except for the top-level entity, which has no parent reference. The top-level entity is the root of the lens and defines its scope and type. For example, a project lens has a project as the top-level entity, and a demand lens has a demand as the top-level entity.

1: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/it-business-management/concept/c_Lens.html

According to the Using the Demand Workbench document, if a user creates a new demand from the demand workbench, the system saves the record in the qualified state and displays it on the bubble chart. The other options are not correct, as they are not the default state for a new demand created from the demand workbench. The approved state is the final state for a demand that has passed all the assessments. The open state is the initial state for a demand that is created from the Service Catalog. The draft state is the state for a demand that is created from the Demand form.

 According to the Demand Workbench document, the role that can configure the parameters of the demand workbench that is provided with the base system is it_pps_admin. This role grants access to the Project Portfolio Suite application and allows the user to configure the demand workbench settings, such as the axes, the quadrants, the bubble size, and the color. The other options are not correct, as they are not roles that can configure the parameters of the demand workbench. The all roles option is too broad and does not specify a particular role. The business_stakeholder role grants access to the Business Stakeholder Portal and allows the user to view and submit demands. The it_project_manager role grants access to the Project Portfolio Management application and allows the user to create and update projects.

According to the Cost plan breakdown document, users are required to enter the cost type for each cost plan line item. Cost type is a mandatory field that specifies the type of cost, such as labor, software, hardware, etc. The other options are not required fields for a cost plan for a demand. Discount Rate % is an optional field that applies a discount rate to the cost plan. Total planned cost is a read-only field that displays the sum of the planned cost for all the cost plan breakdowns. Functional currency is a system property that defines the currency used for cost management.

According to the Stakeholder Registry document, the combination of the user and the assigned portfolio must be unique when adding a user to the stakeholder registry. The stakeholder registry is a table that stores information about the stakeholders of a portfolio. The other options are not correct, as they are not registries that require a unique combination of user and portfolio. The application registry is a table that stores information about the applications in the system. The event registry is a table that stores information about the events that trigger notifications. The UX page registry is a table that stores information about the UX pages that are available for portfolios.

According to the Assigning Resource Roles document, to set up a group for selection in a resource plan, the group record needs to include the pps_resource role. This role grants access to the Resource Management application and allows the group members to view and update their resource allocations. The other options are not correct, as they are not required for a group to be selected in a resource plan. The it_project_user role grants access to the Project Portfolio Management application and allows the user to create and update projects. The itil role grants access to the ITIL application and allows the user to manage incidents, problems, and changes. The resource_manager role grants access to the Resource Management application and allows the user to manage resource plans and allocations.

According to the Planning Console document, if the ‘Move project for WIP projects’ property is enabled, project tasks associated with the project are also moved, except for tasks in the Work in Progress or Closed states. The other options are not correct, as tasks in the Pending or Open states are moved along with the project.

According to the Project Expense Lines document, a project expense line is cost associated with a specific source, such as fixed assets, resource, or software. The program field on the project expense line form is not a source of cost, but a reference to the program that the project belongs to. Therefore, the correct answer is B. Program. The other options are not correct, as they are sources of cost for a project expense line.

According to the Planning Console document, an it_project_manager can convert a task to a milestone by right-clicking on the task in the Planning Console and selecting Convert to Milestone. The other options are not correct, as they are not the ways to convert a task to a milestone. A system admin or a PPS admin role is not required for this action. The task assignment is not relevant for this action.

According to the RIDAC (Risk, Issue, Decision, Action, and Request Changes) record entries for a project document, the RIDAC workflow can be modified by using the Workflow Editor, which is a graphical tool that allows you to create and edit workflows. The other options are not correct, as they are not recommended features for modifying the RIDAC workflow. The Project Form is used to create and update project records. The Flow Designer is used to automate processes without coding. The Service Catalog is used to order items and services.