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

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 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 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 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.

A resource event is a non-scheduled activity that affects the availability and capacity of a resource or a group of resources. Examples of resource events are vacations, holidays, training, or sick leave. Resource events can be created by resource managers or resources themselves, and they can be viewed in the resource calendar or the resource workbench. You can find more information about resource events in the Product Documentation for ServiceNow.

According to the web search results1, the timecard_admin role is the minimum role that is required to assign a time sheet policy to a user. A time sheet policy is a rule that controls the creation and operation of time sheets for resources who log time against work items. The timecard_admin role can create and modify time sheet policies, time sheet groups, and time sheet periods, as well as approve time sheets or submit time cards on behalf of team members. The other options are incorrect because:

A. ppm_admin: The ppm_admin role is a higher-level role that can access all Project and Portfolio Management modules and features, but it is not the minimum role required for assigning a time sheet policy to a user2.

C. it_project_manager: The it_project_manager role can create and manage projects, but not assign time sheet policies to users3.

D. It is not possible to assign a time sheet policy to a user: This is false, as it is possible to assign a time sheet policy to a user by using the Time Sheet Policy field on the User form4.

1: 3 2: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/reference/r_Roles.html 3: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/project-management/concept/c_ProjectManagement.html 4: https://docs.servicenow.com/bundle/vancouver-it-business-management/page/product/time-card-management/reference/r_TimeCardManagementRoles.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.

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

Using the Request type field on a resource plan, you can request a resource by specifying the amount of FTE, person days, or hours that you need for a task or a project. FTE stands for full-time equivalent and represents the percentage of a standard work week that a resource can perform. Person days are the number of days that a resource works on a task or a project. Hours are the number of hours that a resource works on a task or a project. You can find more information about the Request type field in the Product Documentation for ServiceNow.

According to the Category Configuration document, the default table that stores the idea categories that a user can select from when submitting an idea is im_category. This table contains the predefined categories for ideas, such as Business Process, Customer Service, or IT Service. The other options are not correct, as they are not the tables that store the idea categories. The dmn_demand table stores the demand records that are created from the approved ideas. The im_module table stores the idea modules that are used to group ideas by different criteria. The im_idea_core table stores the core fields of the idea records.

According to the Using rate types and labor rate cards document, a user can choose from multiple rate types for their work, while logging a time card, only if the capability is enabled in the Time Sheet Policies. This capability allows users to select different rate types for different tasks, such as standard, overtime, or travel. The other options are not correct, as they are not the places where the capability can be enabled. The Project Record is used to create and update project details, such as name, description, and state. The Project Preferences are used to set the default values for project fields, such as number, type, and priority. The option C is not correct, as more than one rate type can apply if the capability is enabled.

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 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.