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portfolio management template user guide lessons  \nIT portfolio management template  \nUser guide lessons  \nIBM Rational Focal Point version 6.5.1  \nOctober 2011  \n© Copyright IBM Corporation 1997, 2011  \nU.S. Government Users Restricted Rights-Use, duplication, or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.  \n1 Rational Focal Point IT portfolio management template user guide lessons  \nRational Focal Point IT portfolio management template user guide lessons  \nTable of contents  \nIntroduction 5  \nPrerequisites 5  \nObjective 5  \nLesson 1: Add users and members 6  \nPrerequisites 6  \nPurpose 6  \nInstructions 6  \nLesson 2: Set up a workspace for IT portfolio management 8  \nPrerequisites 8  \nPurpose 8  \nAbout this lesson 8  \nInstructions 8  \nLesson 3: Add and submit project proposals 11  \nPrerequisites 11  \nPurpose 11  \nInstructions 11  \nLesson 4: Assess new project proposals 13  \nPrerequisites 13  \nPurpose 13  \nInstructions 13  \nLesson 5: Create project business cases 15  \nPrerequisites 15  \n2 Rational Focal Point IT portfolio management template user guide lessons  \nRational Focal Point IT portfolio management template user guide lessons  \nPurpose 15  \nAbout this lesson 15  \nInstructions 16  \nLesson 6: Approve and prioritize projects 19  \nPrerequisites 19  \nPurpose 19  \nAbout this lesson 19  \nInstructions 19  \nLesson 7: Pre-plan projects 23  \nPrerequisites 23  \nPurpose 23  \nInstructions 23  \nLesson 8: Approve projects for implementation 26  \nPrerequisites 26  \nPurpose 26  \nInstructions 26  \nLesson 9: Allocate resources 29  \nPrerequisites 29  \nPurpose 29  \nInstructions 29  \nLesson 10: Integrate with a CLM system 31  \nPrerequisites 31  \nPurpose 31  \nInstructions 31  \nLesson 11: Monitor project implementation 33  \n3 Rational Focal Point IT portfolio management template user guide lessons  \nRational Focal Point IT portfolio management template user guide lessons  \nPrerequisites 33  \nPurpose 33  \nInstructions 33  \nNotices 36  \nTrademark acknowledgments 38  \n4 Rational Focal Point IT portfolio management template user guide lessons  \nRational Focal Point IT portfolio management template user guide lessons  \nIntroduction  \nThe IT portfolio management template is a pre-configured template that you can use in IBM® Rational® Focal Point. The lessons in this document will help you learn how the IT portfolio management template is intended to be used.  \nPrerequisites  \nTo complete the lessons, you must meet these prerequisites:  \n􀁸 Have an administrator login to IBM® Rational® Focal Point™ .  \n􀁸 Have a workspace that is based on the IT portfolio management template.  \n􀁸 Complete the required preparations to use the workspace, as described in the help in Rational Focal Point. In particular, see “Setting up the IT portfolio management workspace”. To complete Lesson 10: Integrate with a CLM system , you must set up an integration with a Change and Configuration Management Application in a Collaborative Lifecycle Management (CLM) system.  \nObjective  \nThe primary objective of completing these lessons is to learn how to get started with Rational Focal Point by using a workspace created from the IT portfolio management template.  \n5 Rational Focal Point IT portfolio management template user guide lessons  \nRational Focal Point IT portfolio management template user guide lessons  \nLesson 1: Add users and members Prerequisites  \nYou must be logged in as an administrator.  \nPurpose  \nAdd users and members and assign roles to them.  \nInstructions  \n1. Add six users:  \na. Click Users > Add User. Enter the following information:  \n􀁸 Full Name: The user’s given name and surname  \n􀁸 Login Name: A unique user name  \n􀁸 Password  \n􀁸 E-mail: The user’s email address  \nb. Click OK.  \n2. In the upper menu bar, click Workspaces.  \nThe Workspaces link opens the list of workspaces that you are a member of. When you are on the Add User page, you are not inside a workspace. After you click Workspaces , you can use the left","cbCaimg0uGfWnOMS","https://ap.wps.com/l/cbCaimg0uGfWnOMS","pdf",95867,38,"English","# Introduction\n## Prerequisites\n## Objective\n# Lesson 1: Add users and members\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 2: Set up a workspace for IT portfolio management\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 3: Add and submit project proposals\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 4: Assess new project proposals\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 5: Create project business cases\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 6: Approve and prioritize projects\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 7: Pre-plan projects\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 8: Approve projects for implementation\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 9: Allocate resources\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 10: Integrate with a CLM system\n## Prerequisites\n## Purpose\n## Instructions\n# Lesson 11: Monitor project implementation\n## Prerequisites\n## Purpose\n## Instructions\n## Notices\n## Trademark acknowledgments","[{\"question\":\"What is the main objective of these lessons?\",\"answer\":\"The primary objective is to learn how to start using IBM Rational Focal Point by working with a workspace created from the IT portfolio management template.\"},{\"question\":\"What prerequisites are required to complete the lessons?\",\"answer\":\"You must log in as an administrator, have a workspace based on the IT portfolio management template, and complete required preparations described in Rational Focal Point help.\"},{\"question\":\"How do you add users and assign roles in Lesson 1?\",\"answer\":\"You add users via Users \\u003e Add User, then use Members to add members and assign roles by dragging users into folders under Members.\"}]","Rational Focal Point IT portfolio management template user guide lessons | PDF",1789147475,13]