Project & Portfolio Management mApp Solution 1.6

The Cherwell PPM mApp® Solution allows executives, Portfolio, Program, Project, and Demand Managers to review the submission of Demands, manage staffing and tasking for Projects, and track Projects to completion.

Platform Version Requirements: Tested on CSM 10.0.x — 10.2.0.

Content Version Requirements: Tested on CSM 10.0.x — 10.2.0; this mApp Solution may or may not be compatible on content versions earlier than CSM 9.6.0, but as with all mApp Solutions, be sure to test it on your customized system.

Prerequisites: If you import from Microsoft Project or Microsoft Excel (.csv files), full user names cannot contain commas or special characters. For example, a full user name listed as "Smith, John" will not be allowed in the Resource field of MS Project. MS Excel (.csv) will read the comma as a delimiter and fail to process imports correctly.

Available languages: English.

Overview

Project & Portfolio Management (PPM) is the continuous process of selecting and managing the optimum set of project-oriented initiatives that deliver the maximum in business value or return on investment. It is a dynamic decision-making process, enabling management to reach consensus on the best use of resources to focus on projects that are achievable and strategically aligned with their business goals and objectives. (Source: PMI)

The Ideas are evaluated by a Demand Manager for acceptance as a Demand. Once a Demand is reviewed and accepted, it becomes a Project. The Project will be part of a Portfolio and potentially a Program and can also be linked to Strategic Objectives.

Note: For content versions earlier than those listed above, please review the documentation and carefully test against a copy of the current installation to determine fit for your environment. Additional manual work may be required based on current system configurations.

Apply the mApp Solution

Follow these steps to download, apply, and configure the mApp Solution:

Review the recommendations and considerations for applying mApp Solutions. For more information, see Considerations for Applying mApp Solutions.
Extract the mApp Solution .zip file to a location that can be accessed by CSM.
The contents of the .zip file includes the following:
- PPM Foundations 1.6.mApp file
- MS Project Template:
  - MS Project Template example.mpp file
  - MS Project Template example.xml file
- MS Excel Template:
  - PPM Excel Template for CSV Project Task Import.csv file
In CSM Administrator, use the Apply mApp Wizard to apply the mApp Solution. For more information, see Apply a mApp Solution. Select the topic that matches your version of CSM.
On the How automatic should the merge process be? screen of the Apply mApp Wizard, choose either Ask me about every decision or Make reasonable decisions, but ask me if unsure.

Note: In certain areas, functionality is not guaranteed unless you use the CSM Desktop Client.

For a list of items included in the mApp Solution, see PPM mApp Solution Items.

Revision History

mApp Version	Platform Version Requirements	Content Version Requirements	Prerequisites	Version/Release Notes
1.0	9.2.1, 9.3.0, 9.3.2, 9.4.0	8.3.2, 9.1.0, 9.2.1 globalized, 9.2.1 non-globalized, 9.3.0, 9.3.2, 9.4.0	Known Issue: When the mApp Solution is created on a version earlier than 9.4.0 or is installed on a 9.4.0 system, the widgets are disassociated with the dashboards or the dashboards cannot be edited (anticipated fix in version 9.5.0).
1.1	9.3.0, 9.3.2, 9.4.0	9.3.0, 9.3.2, 9.4.0	None.	Contains several bug fixes.
1.2	9.6.1	9.5.3 and 9.6.1	If you import from Microsoft Project or Microsoft Excel (.csv files), full user names cannot contain commas or special characters.	Contains bug fixes specific to 9.6.0 content.
1.3	9.6.x - 9.7.0	9.5.3 and 9.6.x - 9.7.0	If you import from Microsoft Project or Microsoft Excel (.csv files), full user names cannot contain commas or special characters.
1.5	10.0.x	10.0.x; PPM 1.5 may or may not be compatible on content versions earlier than 9.6.0, but as with all mApp Solutions, be sure to test it on your customized system.	If you import from Microsoft Project or Microsoft Excel (.csv files), full user names cannot contain commas or special characters.	Contains UI update.
1.6	10.0.x — 10.2.0	10.0.x — 10.2.0; PPM 1.5 may or may not be compatible on content versions earlier than 9.6.0, but as with all mApp Solutions, be sure to test it on your customized system.	If you import from Microsoft Project or Microsoft Excel (.csv files), full user names cannot contain commas or special characters.	Contains bug fix for missed Item in PPM 1.5 mApp Solution creation.