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

According to the ServiceNow documentation1, the Project Workspace is a central location for creating and managing projects. It provides a graphical interface that allows users to view and edit project information, such as tasks, resources, risks, issues, and dependencies. The Project Workspace also enables users to collaborate with team members and stakeholders, track project progress, and generate reports.

The other options are incorrect because:

A. A central location to view of all projects in a portfolio to prioritize work: This describes the Portfolio Workbench, not the Project Workspace2.

C. A central location transform the navigation of lists and forms into an interactive graphical experience: This describes the Lens, not the Project Workspace3.

D. A central location for viewing and assessing business demands: This describes the Demand Workbench, not the Project Workspace.

1: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/concept/c_ProjectWorkspace.html 2: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-portfolio-management/concept/c_PortfolioWorkbench.html 3: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/it-business-management/concept/c_Lens.html : https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/demand-management/concept/c_DemandWorkbench.html

According to the Scenario Planning for PPM document, a portfolio manager can access the Portfolio Planning Workbench by navigating to either the Portfolio Planning related link on the portfolio form or the Portfolio Planning Workbench module under the Portfolio Planning application menu. The other options are not correct, as they do not lead to the Portfolio Planning Workbench. The Project module is under the Project Portfolio Management application menu and the Program Workbench is under the Program Management application menu.

A checklist item record provides a name and a complete field. The name field is the label of the checklist item, and the complete field is a checkbox that indicates whether the checklist item is done or not. You can find more information about checklist items in the Product Documentation for ServiceNow.

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 ServiceNow Resource Management document, users with the pps_resource role can be considered for resource planning, as this role grants access to the Resource Management application and allows the users to view and update their resource allocations. The other options are not correct, as they are not roles that are related to resource planning. The it_project_user role grants access to the Project Portfolio Management application and allows the users to create and update projects. The it_user role grants access to the IT Service Management application and allows the users to manage incidents, problems, and changes. The it_pps_user role grants access to the Project Portfolio Suite application and allows the users to manage portfolios, programs, and projects.

The Transition stage of the Now Create methodology includes the activities of Transition, Mobilize, Prepare and Conduct. This stage is focused on transitioning the solution from development to production, mobilizing the stakeholders for the go-live, preparing the environment and data for the launch, and conducting the final testing and validation. You can find more information about the Transition stage in the Now Create ebook or the Project Methodology website for ServiceNow.

 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 ServiceNow documentation1, the cost_plan_breakdown table stores the cost information for a specific fiscal period. This table contains the fields such as cost plan, fiscal period, amount, and currency. The other options are incorrect because:

B. pm_project: The pm_project table stores the information about projects, such as name, description, state, and status2.

C. cost_plan: The cost_plan table stores the information about cost plans, such as name, type, and project3.

D. expense_line: The expense_line table stores the information about expense lines, such as expense type, amount, and date4.

1: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_CostPlanBreakdownTable.html 2: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_ProjectTable.html 3: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_CostPlanTable.html 4: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_ExpenseLineTable.html

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.

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 Innovation Management document, the plugin that activates the Ideas module to gather and evaluate ideas efficiently, and quickly identify ideas for implementation is Ideation with PPM. This plugin enables the Innovation Management application, which allows organizations and employees to collect, vote on, manage, and collaborate on ideas from a centralized location. The other options are not correct, as they are not plugins that activate the Ideas module. Test Management 2.0 is a plugin that enables the Test Management 2.0 application, which allows users to create, plan, and execute tests. Agile Development 2.0 is a plugin that enables the Agile Development 2.0 application, which allows users to manage scrum or development work throughout the lifecycle. Resource Management is a plugin that enables the Resource Management application, which allows users to manage resource plans and allocations.

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.