ITM Platform PPM Product Demonstration

Main features of ITM Platform, the PPM software that aligns your project portfolio with the business strategy.

Your team will learn how to manage all the management tools of their work in one day, offering portfolio managers the metrics that really matter.

Configuration, training, and deployment are done in less than two weeks.

ITM Platform Configuration

Course Content:

• Organization data
• Communication settings
• Organizational units
• Profiles and rates
• Role definition
• Calendar – working days and hours
• Main entity parameters (projects, services, purchases…)

Power BI and Excel Reporting

Course Content:

• General concepts
• Authentication
• Retrieve and manipulate data
• Examples

Project Intake and Idea Management

Course Content:

• Basic workflow: create pre-project stages
• Programs: strategic alignment and pre-project proposals
• Connect a form in MS Word to receive idea proposals

Workflow and Authorizations

Course Content:

• Project States
• Workflow Activation
• State Change
• Restrictions Rules: Filters, Templates, and Approvers
• Requests and Approvals.