Udemy Certificate 0

CIS-SPM(Strategic Portfolio Management) March 2026

Name: CIS-SPM(Strategic Portfolio Management) March 2026
Price: 19.99 USD
Availability: InStock

About this course

The course walks through the practical steps of implementing Strategic Portfolio Management (SPM), starting with initial setup, configuration, and the creation methodology. It then covers the financial side of SPM, teaching how to work with properties, tables, financial planning, cost types, rate models, and expense lines. Subsequent sections focus on managing resources, ideas, and demands, handling project workspaces, tasks, dependencies, and baseline reporting, as well as timecard and portfolio planning features.

55/100

CourseAsk score

What the provider tells you: 31/45
Who stands behind it: 8/35
How complete the listing is: 16/20

Scores how much the provider publishes and who stands behind it — not how well it is taught.

What you'll learn

Set up and configure SPM implementation and methodology
Manage financial planning, cost and rate types within SPM
Define and assign resources, roles, and capacity in the Resource Management Workspace
Create and process ideas and demands through the Idea Portal and Demand Workbench
Configure project workspaces, templates, tasks, dependencies, and generate status reports
Use timecard plugins, categories, policies, and rate types
Plan and manage portfolios using the Portfolio Planning Workspace

Course objectives

Prepare the SPM environment for enterprise use
Apply financial structures and planning tools in SPM
Implement resource allocation and capacity planning workflows
Convert ideas into demand items and track their lifecycle
Execute project management processes within SPM, including baselines and diagnostics
Utilize timecard management for labor tracking
Develop portfolio plans and monitor performance

Project Management #portfolio management #risk management #capacity planning #resource management #innovation management #financial planning #project management #idea management #SPM #timecard management #SPM implementation #cost types #rate models #idea portal #demand workbench #project workspace #task dependencies #portfolio planning

$19.99

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