Published: July 28, 2016
Languages: English
Audiences: IT professionals
Technology: Office 365 Project Portfolio Management
Credit toward certification: MCP

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. View video tutorials about the variety of question types on Microsoft exams.

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Create projects and programs
Define strategy
Define business drivers, create multiple driver prioritizations, analyze consistency ratio
Optimize portfolios
Capture project requests and ideas, rate projects against business drivers, determine primary cost constraints, determine resource constraints, set project dependencies, create a portfolio analysis, review and modify prioritizations in an analysis, force projects in and out of analysis, determine hired resources, compare and run simulations for project portfolio selection, add additional constraints
Create a new enterprise project
Create a project and manage workflow, use workflow approvals, import projects through Project Professional, create and manage project schedules using Project Web App, save and check in projects, import projects from Excel
Create programs
Insert sub-projects, create cross-project task dependencies, calculate sub-project summary fields, associate programs to portfolios, associate projects to programs

Plan projects and programs
Define deliverables
Add deliverables, set dependencies on deliverables, synchronize deliverables with project, link related items
Create tasks and a Work Breakdown Structure (WBS)
Create and modify summary tasks and subtasks, rearrange tasks, create milestones, create manually scheduled tasks, set tasks as active or inactive
Schedule the project
Set date constraints, deadlines, dependencies, links, duration equations, effort-driven tasks, and formulas; choose task types; enter duration; set or change the task mode (manual or auto); display warnings and suggestions; use estimated durations and user-controlled summary tasks
Manage resources and teams
Edit resources with Project Web App, edit resources with Project Pro for Office 365, create team resources, create team assignments, add a team task to a task page or timesheet, map resource roles (Portfolio analysis)
Perform resource engagement
Submit, accept, modify, and reject a resource engagement request; build a team for a resource plan; build a resource plan for a project; set resource utilization; use committed versus proposed assignments
Build a project team
Build a Project Team through Project Pro for Office 365 or Project Web App, build a Project Team through Project Web App, replace generic resources, work with proposed assignments
Resolve resource over allocations across projects
Level resources using leveling methods; plan resource allocations using Team Planner, Task usage, Resource Requests page, and Resource Utilization
Build a financial plan
Plan program financial requirements using the resource rate table, cost per use, cost resources

Track projects and programs
Baseline enterprise projects
Set a protected baseline, set a baseline from Project Web App and Project Pro for Office 365, clear and copy a baseline
Select tracking method
Use percent complete, hours per period, actual work remaining, freeform, done, and not done fields
Manage task assignments
Publish assignments, select a status manager, select an assignment owner, set the published values for individual tasks
Update tasks and timesheets
Submit and recall timesheets, insert and remove tasks, reassign tasks, submit updates from My Tasks, submit updates from a mobile app
Approve tasks and timesheets
Accept task updates from tasks or timesheets, view impact of updates on a project, reject updates, approve and reject timesheets, manage delegations
Update the project plan
Reschedule uncompleted work, update cost resources, publish schedule changes, utilize task update history, update schedules with protected user updates, close tasks for updates
Collaborate and communicate projects and programs
Create a project site; add Document Library; add Lists, Calendar, and Folders; modify site layout; create program (master-sub) structure using subsites; add risks and issues

Control, report, manage, and extend the PPM solution

Customize Project Web App views and reports
Create a portfolio report using Excel; create dashboards; copy and edit views; set default views; rename field names; group, filter, and sort views
Advanced Reporting
Load the content pack with Power BI, create reports and dashboards, ask natural language questions, leverage filters, pin results to the dashboard, create views with tiles from multiple datasets and reports, create reports using the out-of-the-box reporting capability
Manage configurable enterprise objects
Create and manage enterprise project templates, define enterprise custom fields, define Project workflows, define enterprise global objects, extend with Office Store apps, add social elements
Implement a security model
Change between SharePoint Security mode and Project Security mode, create users, create and modify security groups and categories, set up Project Site permissions

QUESTION 1
Your company has had several large projects fail due to cost overruns and the lack of available resources. These projects use an enterprise project type named Large IT Project and use a workflow to govern the approval of the projects. The workflow consists of four phases; Initiate, Plan, Execute, and Close.
You need to use Microsoft PPM to compare the value that a new project provides with the cost of implementing the project.
Which three configuration changes should you make? Each correct answer presents part of the solution.

A. Navigate to PWA Settings Edit the Large IT Project project type, and in the Available Project Detail Page section, add the Strategic Impact form.
B. Create a project-level custom field that will be used to enter the total cost of a project
C. Define your company’s strategic drivers, and enter them into the Strategic Impact form.
D. Create a project-level custom field that will be used to enter the value statements of why this project should be undertaken.
E. Define your company’s strategic drivers and enter them into the driver library.
F. In PWA Settings, edit and then save the stage information. In the Available Project Detail Page section, add the Strategic Impact.

Answer: B,C,E

QUESTION 2
You are using Microsoft PPM to manage an e-commerce portal development program. The program is separated into individual projects that represent each area of development.
You have the following requirements:
• All work and progress on individual projects must be reflected in the e-commerce portal development program.
• Each group must be able to manage their own tasks.
You need to set up the e-commerce portal development program and its associated projects in Microsoft PPM.
Where should you add resources?

A. in the e-commerce portal development program project site
B. in the individual project schedules
C. in Build Team, in the e-commerce portal development program schedule
D. in the individual project sites

Answer: C

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