TargetProcess

TargetProcess

Duration: 2 Days

Description

This two-day course is designed for project managers, team leads, developers, and other team members who want to master TargetProcess as a comprehensive agile project management tool. The training will combine theoretical knowledge of agile principles with hands-on, practical exercises. Participants will learn how to effectively plan, manage, and track projects, visualize progress, and generate insightful reports to improve team collaboration and project outcomes. This course is 50% lecture and 50% hands-on labs in a sandbox environment.

Audience

This course is designed for project managers, product owners, portfolio managers, and team members who want to use Apptio TargetProcess to plan, track, and align Agile work. It is ideal for those looking to connect strategy to execution through boards, roadmaps, and reporting tools.

Objectives

  • Navigate the TargetProcess interface with confidence
  • Create and manage all core work items, including features, user stories, bugs, and tasks
  • Visualize project progress and bottlenecks using various boards and views
  • Effectively collaborate on resource management
  • Understand and use advanced features for project and release planning
  • Customize workflows and automate common tasks
  • Create and interpret key reports and dashboards to track team performance and project health

Prerequisites

Participants should have a basic understanding of Agile concepts and experience working in a project or portfolio management setting. Familiarity with web-based applications will help ensure a smooth learning experience.

Course Outline

Module 1: Introduction to Agile and Apptio TargetProcess

  • Agile Overview
  • Apptio TargetProcess Explained
  • Navigating the Interface

Module 2: Managing Work Items

  • The Work Item Hierarchy
  • Creating and Editing Work Items
  • Relationships and Links

Module 3: Visualizing Progress

  • Boards
  • Board Customization

Module 4: Project and Release Planning

  • Setting Up Projects and Releases
  • The Roadmap View

Module 5: Portfolio and Strategic Management

  • Connecting Strategy to Execution
  • Portfolio Budgeting & Financials
  • Dependency Management

Module 6: Reporting and Analytics

  • Built-in Reports
  • Custom Reports and Dashboards

Module 7: Administration and Next Steps

  • User Management and Permissions
  • Overview of Integrations

Module 8: Q&A and Course Conclusion