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Overview of the Idea Portal Features

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0% found this document useful (0 votes)
71 views24 pages

Overview of the Idea Portal Features

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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
You are on page 1/ 24

Q1: What is the purpose of the Ideation with PPM plugin?

A1: The Ideation with PPM plugin installs Innovation Management, allowing users to
collect and assess ideas to determine which ones are most likely to be implemented.

Q2: What is the Idea Portal?


A2: The Idea Portal is a single location where users can submit, collaborate on,
view, and subscribe to ideas.

Q3: What is the role of an implementer in configuring the Idea Portal?


A3: Implementers have the ability to configure the application based on the needs of
a customer.

Q4: What is an Idea Module?


A4: An Idea Module is used to store and organize ideas, enable voting, and configure
different portal pages.

Q5: What is an Idea Category?


A5: An Idea Category is used to manage and create categories for organizing ideas.

Q6: What is the purpose of the Idea Category Config?


A6: The Idea Category Config is used to map an idea category table with an idea
module to determine which categories will appear on the Idea Portal and the Create
An Idea form.

Q7: What is the purpose of the Implementer's to-do list?


A7: The Implementer's to-do list includes discussing any additional categories or
modules needed for the application and obtaining any requirements necessary for the
Idea Portal.

Q8: What is the relationship between the Idea Portal and the Idea Module?
A8: The Idea Portal retrieves data from the Idea module, so an Idea module must be
configured first before executing any other configurations.

Q9: What is the purpose of the Idea Manager Dashboard?


A9: The Idea Manager Dashboard provides summary views of idea metrics and trends,
such as ideas in different states, age of ideas, categories, and ideas converted to
different work entities.

Q10: What plugins are required to install the Idea Manager Dashboard?
A10: The following plugins are required: PPM Standard
(com.snc.financial_planning_pmo), Innovation Management
(com.snc.innovation_management), and Performance Analytics - Content Pack - PPM
Standard (com.snc.pa.pmo_dashboards).

Q11: What is the purpose of the Performance Analytics data collector jobs?
A11: The Performance Analytics data collector jobs collect historical data related
to ideas and run on demand to update data for the dashboard.

Q12: How are business requests captured through the Idea Portal?
A12: Business requests are captured as ideas through the Idea Portal.
Q13: What happens when a business request is submitted through the Idea Portal?
A13: When a business request is submitted, the idea record is created in the Idea
[Idea] table to be assessed against other ideas, and it moves into a Submitted
state.

Q14: What is the role of the idea manager in evaluating ideas?


A14: The idea manager evaluates the idea and can choose to reject the idea for a
variety of reasons.

Q15: What are the possible states that an idea can be placed into?
A15: An idea can be placed into one of the following states: In Backlog, Planned, or
In Development.

Q16: What happens when an idea is converted to a task record?


A16: Data fields from the idea record are carried over and pre-populated in the
demand record.

Q17: What is the purpose of the [im_idea_core] table?


A17: The [im_idea_core] table is used to create states.

Q18: What is the purpose of the [sys_choice] table?


A18: The [sys_choice] table is used to persist states.

Q19: Can implementers modify or add states?


A19: Yes, implementers can modify or add states by configuring the choice options in
the [sys_choice] table.

Q20: What is the purpose of integrating Innovation Management (Idea) with Universal
Request?
A20: The integration allows employees and agents to create an idea from a universal
request and transfer an idea to another department.

Q21: What plugins are required for the integration?


A21: The following plugins are required: PPM Standard
[com.snc.financial_planning_pmo] and Universal Request [com.snc.universal_request].

Q22: What is the purpose of custom state mapping?


A22: Custom state mapping is used to map custom ideas states to universal request
states.

Q23: How do you map custom ideas states to universal request states?
A23: You can map custom ideas states to universal request states by following four
easy steps: Navigate to Universal Request > Administration > State Mapping, Click
New, Complete the form with the Table, Condition, Universal Request State, and Order
information, and Click Submit.

Q24: What happens when an idea created from a universal request is transferred to
another department?
A24: The resulting INC, HRC, or custom task becomes the primary ticket for the
parent universal request, and the state of the idea updates to Closed and a new
record is created.

Q25: What is the purpose of the Idea Portal URL?


A25: The Idea Portal URL is used to enable access to the Idea Portal from the
Application Navigator.

Q26: How do you configure the Idea Portal URL?


A26: You can configure the Idea Portal URL by using the Application Menus module to
enable access to the Idea Portal module.

Q27: What is the purpose of the Idea Category Configuration module?


A27: The Idea Category Configuration module is used to configure the mapping between
the Idea Category table and the Idea module.

Q28: Can you use multiple idea categories with an Idea Module?
A28: Yes, you can use multiple idea categories with an Idea Module, but you can only
map one category table to an Idea module.

Q29: What is the purpose of filter conditions?


A29: Filter conditions are used to spell out any idea categories that you want
listed on the Idea Portal.

Q30: How do you create filter conditions?


A30: You can create filter conditions by navigating to Ideas > Idea Category Config
> New.

Q31: What is the purpose of the Idea Module form?


A31: The Idea Module form is used to configure the Idea Module.

Q32: How do you configure the Idea Module form?


A32: You can configure the Idea Module form by navigating to Ideas > Settings > Idea
Module > New.

Q33: What is the purpose of the Idea Category form?


A33: The Idea Category form is used to configure the Idea Category.

Q34: How do you configure the Idea Category form?


A34: You can configure the Idea Category form by navigating to Ideas > Idea Category
> New.

Q35: What is the purpose of the Idea Category Config form?


A35: The Idea Category Config form is used to map an idea category table with an
idea module.

Q36: How do you configure the Idea Category Config form?


A36: You can configure the Idea Category Config form by navigating to Ideas > Idea
Category Config > New.

Q37: What is the purpose of the Implementer's role?


A37: The Implementer's role is to configure the application based on the needs of a
customer.

Q38: What is the purpose of the Customer's role?


A38: The Customer's role is to provide requirements necessary for the Idea Portal.

Q39: What is the purpose of the Idea Portal module?


A39: The Idea Portal module is used to submit, collaborate on, view, and subscribe
to ideas.

Q40: What is the purpose of the Idea Module?


A40: The Idea Module is used to store and organize ideas, enable voting, and
configure different portal pages.

Q41: What is the purpose of the Idea Category?


A41: The Idea Category is used to manage and create categories for organizing ideas.

Q42: What is the purpose of the Idea Category Config?


A42: The Idea Category Config is used to map an idea category table with an idea
module.

Q43: What is the purpose of the Implementer's to-do list?


A43: The Implementer's to-do list includes discussing any additional categories or
modules needed for the application and obtaining any requirements necessary for the
Idea Portal.

Q44: What is the relationship between the Idea Portal and the Idea Module?
A44: The Idea Portal retrieves data from the Idea module, so an Idea module must be
configured first before executing any other configurations.

Q45: What is the purpose of the Idea Manager Dashboard?


A45: The Idea Manager Dashboard provides summary views of idea metrics and trends,
such as ideas in different states, age of ideas, categories, and ideas converted to
different work entities.

Q46: What plugins are required to install the Idea Manager Dashboard?
A46: The following plugins are required: PPM Standard
(com.snc.financial_planning_pmo), Innovation Management
(com.snc.innovation_management), and Performance Analytics - Content Pack - PPM
Standard (com.snc.pa.pmo_dashboards).

Q47: What is the purpose of the Performance Analytics data collector jobs?
A47: The Performance Analytics data collector jobs collect historical data related
to ideas and run on demand to update data for the dashboard.

Q48: How are business requests captured through the Idea Portal?
A48: Business requests are captured as ideas through the Idea Portal.

Q49: What happens when a business request is submitted through the Idea Portal?
A49: When a business request is submitted, the idea record is created in the Idea
[Idea] table to be assessed against

What is the primary purpose of the Ideation with PPM plugin?


A) To manage projects and demands
B) To collect and assess ideas
C) To configure the Idea Portal
D) To install the Idea Manager Dashboard
Answer: B) To collect and assess ideas

What is the Idea Portal module used for?


A) To store and organize ideas
B) To evaluate and promote ideas to tasks
C) To configure the Idea Module
D) To install the Idea Manager Dashboard
Answer: B) To evaluate and promote ideas to tasks

What is the purpose of the Idea Module?


A) To store and organize ideas
B) To evaluate and promote ideas to tasks
C) To configure the Idea Portal
D) To install the Idea Manager Dashboard
Answer: A) To store and organize ideas

What is the purpose of the Idea Category?


A) To store and organize ideas
B) To evaluate and promote ideas to tasks
C) To manage and create categories for organizing ideas
D) To install the Idea Manager Dashboard
Answer: C) To manage and create categories for organizing ideas

What is the purpose of the Idea Category Config?


A) To store and organize ideas
B) To evaluate and promote ideas to tasks
C) To map an idea category table with an Idea module
D) To install the Idea Manager Dashboard
Answer: C) To map an idea category table with an Idea module

What is the first step in configuring the Idea Portal?


A) Configuring the Idea Module
B) Configuring the Idea Category
C) Configuring the Idea Category Config
D) Installing the Idea Manager Dashboard
Answer: A) Configuring the Idea Module

What is the purpose of the Application Menus module?


A) To configure the Idea Portal URL
B) To enable access to the Idea Portal from the Application Navigator
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: B) To enable access to the Idea Portal from the Application Navigator

What is the purpose of the Idea Manager Dashboard?


A) To provide summary views of idea metrics and trends
B) To evaluate and promote ideas to tasks
C) To configure the Idea Portal
D) To install the Idea Manager Dashboard
Answer: A) To provide summary views of idea metrics and trends

What plugins are required to be installed for the Idea Manager Dashboard to
function?
A) PPM Standard, Innovation Management, and Performance Analytics - Content Pack -
PPM Standard
B) Universal Request, PPM Standard, and Innovation Management
C) Human Resources Scoped App: Core and Employee Center
D) Project Portfolio Suite, Financial Planning, and Rate Model
Answer: A) PPM Standard, Innovation Management, and Performance Analytics - Content
Pack - PPM Standard

What is the purpose of the [im_idea_core] table?


A) To store and organize ideas
B) To evaluate and promote ideas to tasks
C) To create and persist states
D) To install the Idea Manager Dashboard
Answer: C) To create and persist states

What is the purpose of the [sys_choice] table?


A) To store and organize ideas
B) To evaluate and promote ideas to tasks
C) To persist states
D) To install the Idea Manager Dashboard
Answer: C) To persist states

What is the purpose of integrating Innovation Management (Idea) with Universal


Request?
A) To allow employees and agents to create an idea from a universal request
B) To transfer an idea to another department
C) To configure the Idea Portal
D) To install the Idea Manager Dashboard
Answer: A) To allow employees and agents to create an idea from a universal request

What plugins are required to be installed for the integration to function?


A) PPM Standard, Innovation Management, and Universal Request
B) Human Resources Scoped App: Core and Employee Center
C) Project Portfolio Suite, Financial Planning, and Rate Model
D) Ideation with PPM and Performance Analytics - Content Pack - PPM Standard
Answer: A) PPM Standard, Innovation Management, and Universal Request

What is the purpose of the Universal Request plugin?


A) To install the following applications: Universal Request: Reporting, Agent
Workspace, Agent Assist Recommendation, Universal Request Core, Service Catalog -
Workspace, Service Portal - Standard Ticket
B) To configure the Idea Portal
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To install the following applications: Universal Request: Reporting,
Agent Workspace, Agent Assist Recommendation, Universal Request Core, Service
Catalog - Workspace, Service Portal - Standard Ticket

What is the purpose of the PPM Standard plugin?


A) To install the following applications: Project Portfolio Suite, Financial
Planning, Rate Model, Ideation with PPM
B) To configure the Idea Portal
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To install the following applications: Project Portfolio Suite, Financial
Planning, Rate Model, Ideation with PPM

What is the purpose of the Human Resources Scoped App: Core and Employee Center
plugins?
A) To facilitate inter-departmental transfers of ideas
B) To configure the Idea Portal
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To facilitate inter-departmental transfers of ideas

What happens to the state of a universal request when the state of an idea is
updated?
A) The state of the universal request is updated to match the state of the idea
B) The state of the universal request remains unchanged
C) The state of the universal request is updated to a custom state
D) The state of the universal request is deleted
Answer: A) The state of the universal request is updated to match the state of the
idea

What is the purpose of custom state mapping?


A) To map custom idea states to universal request states
B) To configure the Idea Portal
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To map custom idea states to universal request states

What are the four easy steps to map custom idea states to universal request states?
A) Navigate to Universal Request > Administration > State Mapping, Click New,
Complete the form, Click Submit
B) Navigate to Ideas > Settings > Idea Module > New, Click New, Complete the form,
Click Submit
C) Navigate to Ideas > Idea Category > New, Click New, Complete the form, Click
Submit
D) Navigate to Ideas > Idea Category Config > New, Click New, Complete the form,
Click Submit
Answer: A) Navigate to Universal Request > Administration > State Mapping, Click
New, Complete the form, Click Submit

What happens to an idea created from a universal request when it is transferred to


another department?
A) The resulting INC, HRC, or custom task becomes the primary ticket for the parent
universal request
B) The idea is deleted
C) The idea is updated to a custom state
D) The idea is rejected
Answer: A) The resulting INC, HRC, or custom task becomes the primary ticket for the
parent universal request

What is the purpose of the Idea Portal URL?


A) To enable access to the Idea Portal from the Application Navigator
B) To configure the Idea Module
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To enable access to the Idea Portal from the Application Navigator

What is the purpose of the filter conditions in the Idea Portal?


A) To spell out any idea categories that you want listed on the Idea Portal
B) To configure the Idea Module
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To spell out any idea categories that you want listed on the Idea Portal

What is the purpose of the Idea Module form?


A) To store and organize ideas
B) To evaluate and promote ideas to tasks
C) To configure the Idea Portal
D) To install the Idea Manager Dashboard
Answer: A) To store and organize ideas

What is the purpose of the Idea Category form?


A) To manage and create categories for organizing ideas
B) To evaluate and promote ideas to tasks
C) To configure the Idea Portal
D) To install the Idea Manager Dashboard
Answer: A) To manage and create categories for organizing ideas

What is the purpose of the Idea Category Config form?


A) To map an idea category table with an Idea module
B) To evaluate and promote ideas to tasks
C) To configure the Idea Portal
D) To install the Idea Manager Dashboard
Answer: A) To map an idea category table with an Idea module

What is the purpose of the Application Menus module?


A) To enable access to the Idea Portal from the Application Navigator
B) To configure the Idea Module
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To enable access to the Idea Portal from the Application Navigator

What is the purpose of the Performance Analytics data collector jobs?


A) To collect historical data related to ideas and update data for the dashboard
B) To configure the Idea Portal
C) To install the Idea Manager Dashboard
D) To manage and create categories for organizing ideas
Answer: A) To collect historical data related to ideas and update data for the
dashboard
Here are 30 multiple-choice questions based on the provided text:

1. What is the purpose of the Project Portfolio Management plugin in the context of
task types?
a) To install the Improvement Initiative task type
b) To install the Demand and Project task types
c) To install the Continual Improvement Management plugin
d) To remove all task types associated with ideas

Answer: b) To install the Demand and Project task types

2. What is the role of Don Goodliffe in the scenario?


a) Demand Manager
b) Continual Improvement Manager
c) Project Manager
d) Abel's Manager

Answer: a) Demand Manager

3. What is the purpose of the csm_table_map.list command in the left navigation


pane?
a) To view all records where the source table is Idea
b) To set the value to false for all records where the Target Table is not Demand
c) To create a new task type
d) To delete a task type

Answer: a) To view all records where the source table is Idea

4. What happens when the Create Task button in the Idea form is clicked after Abel's
configuration?
a) A demand record is automatically created
b) An improvement initiative record is automatically created
c) A project record is automatically created
d) No record is created

Answer: a) A demand record is automatically created


5. What fields are carried over from the Idea form to the demand record?
a) Title, Description, Business case
b) Category, Type, Start and due dates
c) Portfolio, Department, Demand tasks
d) All of the above

Answer: a) Title, Description, Business case

6. What is the default value of the Category field when an idea is converted to a
demand record?
a) Strategic
b) Operational
c) Tactical
d) None of the above

Answer: a) Strategic

7. What is the default value of the Type field when an idea is converted to a demand
record?
a) Project
b) Improvement Initiative
c) Demand
d) None of the above

Answer: a) Project

8. What is the purpose of the Demand planning Implementers to-do list?


a) To set up a plan for Demand Management
b) To discuss the currency preference for managing and tracking the financials of
demands
c) To obtain data about stakeholders and populate registry
d) All of the above

Answer: d) All of the above

9. What is the purpose of the Stakeholder Register table?


a) To store all stakeholders
b) To store all demands
c) To store all portfolios
d) To store all assessment metrics

Answer: a) To store all stakeholders

10. What happens when a demand manager modifies stakeholder fields in the demand
record?
a) It affects the stakeholder register record
b) It does not affect the stakeholder register record
c) It creates a new stakeholder record
d) It deletes the stakeholder record
Answer: b) It does not affect the stakeholder register record

11. What is the purpose of the Demand Stakeholder table?


a) To store all stakeholders who are associated with one or more demands
b) To store all demands that are associated with one or more stakeholders
c) To store all portfolios that are associated with one or more demands
d) To store all assessment metrics that are associated with one or more demands

Answer: a) To store all stakeholders who are associated with one or more demands

12. What is the purpose of the Assessment Recipient field in the Demand >
Stakeholders related list?
a) To determine if an assessment will be sent to stakeholders
b) To determine if a stakeholder is associated with a portfolio
c) To determine if a stakeholder is associated with a demand
d) To determine if a stakeholder is an approver

Answer: a) To determine if an assessment will be sent to stakeholders

13. What is the purpose of the Demand Management application?


a) To manage demands
b) To manage projects
c) To manage portfolios
d) To manage stakeholders

Answer: a) To manage demands

14. What is the purpose of the Demand Workbench?


a) To visualize demands
b) To visualize projects
c) To visualize portfolios
d) To visualize stakeholders

Answer: a) To visualize demands

15. What is the purpose of the Roadmap?


a) To visualize demands
b) To visualize projects
c) To visualize portfolios
d) To visualize stakeholders

Answer: a) To visualize demands

16. What is the purpose of the Stakeholder Register?


a) To store all stakeholders
b) To store all demands
c) To store all portfolios
d) To store all assessment metrics

Answer: a) To store all stakeholders


17. What is the purpose of the Demand Stakeholder table?
a) To store all stakeholders who are associated with one or more demands
b) To store all demands that are associated with one or more stakeholders
c) To store all portfolios that are associated with one or more demands
d) To store all assessment metrics that are associated with one or more demands

Answer: a) To store all stakeholders who are associated with one or more demands

18. What happens when a demand manager associates a portfolio to the demand?
a) The system populates the demand stakeholder list with those users who have
portfolio association
b) The system creates a new stakeholder record
c) The system deletes the stakeholder record
d) The system does not affect the stakeholder record

Answer: a) The system populates the demand stakeholder list with those users who
have portfolio association

19. What is the purpose of the Assessment Recipient field in the Demand >
Stakeholders related list?
a) To determine if an assessment will be sent to stakeholders
b) To determine if a stakeholder is associated with a portfolio
c) To determine if a stakeholder is associated with a demand
d) To determine if a stakeholder is an approver

Answer: a) To determine if an assessment will be sent to stakeholders

20. What is the purpose of the Demand Management application?


a) To manage demands
b) To manage projects
c) To manage portfolios
d) To manage stakeholders

Answer: a) To manage demands

21. What is the purpose of the Demand Workbench?


a) To visualize demands
b) To visualize projects
c) To visualize portfolios
d) To visualize stakeholders

Answer: a) To visualize demands

22. What is the purpose of the Roadmap?


a) To visualize demands
b) To visualize projects
c) To visualize portfolios
d) To visualize stakeholders
Answer: a) To visualize demands

23. What is the purpose of the Stakeholder Register?


a) To store all stakeholders
b) To store all demands
c) To store all portfolios
d) To store all assessment metrics

Answer: a) To store all stakeholders

24. What is the purpose of the Demand Stakeholder table?


a) To store all stakeholders who are associated with one or more demands
b) To store all demands that are associated with one or more stakeholders
c) To store all portfolios that are associated with one or more demands
d) To store all assessment metrics that are associated with one or more demands

Answer: a) To store all stakeholders who are associated with one or more demands

25. What happens when a demand manager associates a portfolio to the demand?
a) The system populates the demand stakeholder list with those users who have
portfolio association
b) The system creates a new stakeholder record
c) The system deletes the stakeholder record
d) The system does not affect the stakeholder record

Answer: a) The system populates the demand stakeholder list with those users who
have portfolio association

26. What is the purpose of the Assessment Recipient field in the Demand >
Stakeholders related list?
a) To determine if an assessment will be sent to stakeholders
b) To determine if a stakeholder is associated with a portfolio
c) To determine if a stakeholder is associated with a demand
d) To determine if a stakeholder is an approver

Answer: a) To determine if an assessment will be sent to stakeholders

27. What is the purpose of the Demand Management application?


a) To manage demands
b) To manage projects
c) To manage portfolios
d) To manage stakeholders

Answer: a) To manage demands

28. What is the purpose of the Demand Workbench?


a) To visualize demands
b) To visualize projects
c) To visualize portfolios
d) To visualize stakeholders
Answer: a) To visualize demands

29. What is the purpose of the Roadmap?


a) To visualize demands
b) To visualize projects
c) To visualize portfolios
d) To visualize stakeholders

Answer: a) To visualize demands

30. What is the purpose of the Stakeholder Register?


a) To store all stakeholders
b) To store all demands
c) To store all portfolios
d) To store all assessment metrics

Answer: a) To store all stakeholders

Here are 20 multiple-choice questions based on the provided text:

1. What happens when a demand manager associates a portfolio to a demand?


a) The system populates the demand stakeholder list with users who have portfolio
association.
b) The system creates a new assessment metric category.
c) The system updates the demand state to Qualified.
d) The system sends an assessment to stakeholders.

Answer: a) The system populates the demand stakeholder list with users who have
portfolio association.

2. What is the purpose of the Assessment Recipient field in the Demand >
Stakeholders related list?
a) To determine the ROI of a demand.
b) To determine the Risk of a demand.
c) To determine if an assessment should be sent to stakeholders.
d) To determine the Cost of a demand.

Answer: c) To determine if an assessment should be sent to stakeholders.

3. What is the purpose of assessments in the Demand Management application?


a) To evaluate, score, and rank records.
b) To create new demand records.
c) To update the demand state to Qualified.
d) To delete demand records.

Answer: a) To evaluate, score, and rank records.

4. What are the five assessment metric categories that come with the Demand
Management application?
a) ROI, Risk, Cost, Size, Strategic Alignment.
b) ROI, Risk, Cost, Size, Other metric categories.
c) ROI, Risk, Cost, Size, Demand.
d) ROI, Risk, Cost, Size, Portfolio.

Answer: a) ROI, Risk, Cost, Size, Strategic Alignment.

5. What triggers assessments to be sent to stakeholders?


a) When the demand is moved into a Screening state.
b) When the demand is moved into a Qualified state.
c) When the Assessment Required field is set to true.
d) When the Assessment Recipient field is set to true.

Answer: a) When the demand is moved into a Screening state.

6. What happens if the Assessment Required field is set to false?


a) Assessments are sent to stakeholders.
b) Assessments are not sent to stakeholders, but assessment records are created.
c) The demand state is updated to Qualified.
d) The demand record is deleted.

Answer: b) Assessments are not sent to stakeholders, but assessment records are
created.

7. What is the purpose of the Create OnDemand Assessment business rule?


a) To update the demand state to Qualified.
b) To create assessments for authorized users after a demand has moved from the
Submitted state to the Screening state.
c) To validate the score values for a demand.
d) To check if the assessable record exists for the demand.

Answer: b) To create assessments for authorized users after a demand has moved from
the Submitted state to the Screening state.

8. What is the purpose of the Update Demand state business rule?


a) To create assessments for authorized users.
b) To update the demand state to Qualified after all assessments are completed.
c) To validate the score values for a demand.
d) To check if the assessable record exists for the demand.

Answer: b) To update the demand state to Qualified after all assessments are
completed.

9. What is the purpose of the Validate Assessment Metrics for demand business rule?
a) To create assessments for authorized users.
b) To update the demand state to Qualified.
c) To validate the score values for a demand to be within the maximum and minimum
values.
d) To check if the assessable record exists for the demand.
Answer: c) To validate the score values for a demand to be within the maximum and
minimum values.

10. What is the purpose of the Auto Business Rule for Assessment business rule?
a) To create assessments for authorized users.
b) To update the demand state to Qualified.
c) To validate the score values for a demand.
d) To check if the assessable record exists for the demand and create an assessable
record if none exists.

Answer: d) To check if the assessable record exists for the demand and create an
assessable record if none exists.

11. What happens when a demand manager associates a portfolio to a demand?


a) The system creates a new assessment metric category.
b) The system updates the demand state to Qualified.
c) The system populates the demand stakeholder list with users who have portfolio
association.
d) The system sends an assessment to stakeholders.

Answer: c) The system populates the demand stakeholder list with users who have
portfolio association.

12. What is the purpose of the Assessment Recipient field in the Demand >
Stakeholders related list?
a) To determine the ROI of a demand.
b) To determine the Risk of a demand.
c) To determine if an assessment should be sent to stakeholders.
d) To determine the Cost of a demand.

Answer: c) To determine if an assessment should be sent to stakeholders.

13. What is the purpose of assessments in the Demand Management application?


a) To evaluate, score, and rank records.
b) To create new demand records.
c) To update the demand state to Qualified.
d) To delete demand records.

Answer: a) To evaluate, score, and rank records.

14. What are the five assessment metric categories that come with the Demand
Management application?
a) ROI, Risk, Cost, Size, Strategic Alignment.
b) ROI, Risk, Cost, Size, Other metric categories.
c) ROI, Risk, Cost, Size, Demand.
d) ROI, Risk, Cost, Size, Portfolio.

Answer: a) ROI, Risk, Cost, Size, Strategic Alignment.


15. What triggers assessments to be sent to stakeholders?
a) When the demand is moved into a Screening state.
b) When the demand is moved into a Qualified state.
c) When the Assessment Required field is set to true.
d) When the Assessment Recipient field is set to true.

Answer: a) When the demand is moved into a Screening state.

16. What happens if the Assessment Required field is set to false?


a) Assessments are sent to stakeholders.
b) Assessments are not sent to stakeholders, but assessment records are created.
c) The demand state is updated to Qualified.
d) The demand record is deleted.

Answer: b) Assessments are not sent to stakeholders, but assessment records are
created.

17. What is the purpose of the Create OnDemand Assessment business rule?
a) To update the demand state to Qualified.
b) To create assessments for authorized users after a demand has moved from the
Submitted state to the Screening state.
c) To validate the score values for a demand.
d) To check if the assessable record exists for the demand.

Answer: b) To create assessments for authorized users after a demand has moved from
the Submitted state to the Screening state.

18. What is the purpose of the Update Demand state business rule?
a) To create assessments for authorized users.
b) To update the demand state to Qualified after all assessments are completed.
c) To validate the score values for a demand.
d) To check if the assessable record exists for the demand.

Answer: b) To update the demand state to Qualified after all assessments are
completed.

19. What is the purpose of the Validate Assessment Metrics for demand business rule?
a) To create assessments for authorized users.
b) To update the demand state to Qualified.
c) To validate the score values for a demand to be within the maximum and minimum
values.
d) To check if the assessable record exists for the demand.

Answer: c) To validate the score values for a demand to be within the maximum and
minimum values.

20. What is the purpose of the Auto Business Rule for Assessment business rule?
a) To create assessments for authorized users.
b) To update the demand state to Qualified.
c) To validate the score values for a demand.
d) To check if the assessable record exists for the demand and create an assessable
record if none exists.

Answer: d) To check if the assessable record exists for the demand and create an
assessable record if none exists.

Here are 20 multiple-choice questions based on the provided text:

1. What is the default value of the demand Type in the base system?
a) Defect
b) Project
c) Change
d) Enhancement

Answer: b) Project

2. What happens to the fields in the Assessment Data section of the demand when the
demand Type is either Defect, Project, Change, or Enhancement?
a) They are displayed.
b) They are hidden.
c) They are read-only.
d) They are editable.

Answer: b) They are hidden.

3. What is the purpose of the demand score in the base system?


a) To evaluate the risk of a demand.
b) To evaluate the value of a demand.
c) To evaluate the size of a demand.
d) To evaluate the overall score of a demand based on risk, value, and size
attributes.

Answer: d) To evaluate the overall score of a demand based on risk, value, and size
attributes.

4. What is the relationship between risk, size, and the score of a demand?
a) When risk and size are high, the score of the demand is high.
b) When risk and size are high, the score of the demand is low.
c) When risk and size are low, the score of the demand is high.
d) When risk and size are low, the score of the demand is low.

Answer: b) When risk and size are high, the score of the demand is low.

5. What is the relationship between value and the score of a demand?


a) When value is high, the score of the demand is low.
b) When value is high, the score of the demand is high.
c) When value is low, the score of the demand is high.
d) When value is low, the score of the demand is low.

Answer: b) When value is high, the score of the demand is high.


6. How are metrics calculated in the base system?
a) Based on formulas and business rules.
b) Based on user input.
c) Based on historical data.
d) Based on industry benchmarks.

Answer: a) Based on formulas and business rules.

7. What is the purpose of weights in the base system?


a) To produce a normalized value.
b) To produce a weighted average.
c) To produce a ranking.
d) To produce a score.

Answer: a) To produce a normalized value.

8. What is the purpose of the Size Metric Category?


a) To evaluate the risk of a demand.
b) To evaluate the value of a demand.
c) To evaluate the size of a demand.
d) To evaluate the overall score of a demand.

Answer: c) To evaluate the size of a demand.

9. What are the possible values for the Size Metric Category?
a) XXL – 10, XL – 8, L – 6, M – 4, S – 2.
b) High – 10, Medium – 5, Low – 1.
c) 1 to 10.
d) A to E.

Answer: a) XXL – 10, XL – 8, L – 6, M – 4, S – 2.

10. What is the default value for the Size Metric Category?
a) XXL – 10.
b) XL – 8.
c) L – 6.
d) S – 2.

Answer: d) S – 2.

11. What is the purpose of the ROI Metric Category?


a) To evaluate the risk of a demand.
b) To evaluate the value of a demand.
c) To evaluate the return on investment of a demand.
d) To evaluate the overall score of a demand.

Answer: c) To evaluate the return on investment of a demand.

12. What are the possible values for the Impact metric in the ROI Metric Category?
a) High – 10, Medium – 5, Low – 1.
b) 1 to 10.
c) A to E.
d) True or False.

Answer: a) High – 10, Medium – 5, Low – 1.

13. What is the default value for the Impact metric in the ROI Metric Category?
a) High – 10.
b) Medium – 5.
c) Low – 1.
d) Low – 3.

Answer: d) Low – 3.

14. What is the purpose of the Financial metric in the ROI Metric Category?
a) To evaluate the risk of a demand.
b) To evaluate the value of a demand.
c) To evaluate the financial return of a demand.
d) To evaluate the overall score of a demand.

Answer: c) To evaluate the financial return of a demand.

15. What are the possible values for the Financial metric in the ROI Metric
Category?
a) 1 to 10.
b) A to E.
c) True or False.
d) High – 10, Medium – 5, Low – 1.

Answer: a) 1 to 10.

16. What is the purpose of the Total Cost metric in the ROI Metric Category?
a) To evaluate the risk of a demand.
b) To evaluate the value of a demand.
c) To evaluate the total cost of a demand.
d) To evaluate the overall score of a demand.

Answer: c) To evaluate the total cost of a demand.

17. What are the possible values for the Total Cost metric in the ROI Metric
Category?
a) 1 to 10.
b) A to E.
c) True or False.
d) High – 10, Medium – 5, Low – 1.

Answer: a) 1 to 10.

18. What is the purpose of the Financial Return metric in the ROI Metric Category?
a) To evaluate the risk of a demand.
b) To evaluate the value of a demand.
c) To evaluate the financial return of a demand.
d) To evaluate the overall score of a demand.

Answer: c) To evaluate the financial return of a demand.

19. How is the Financial Return metric calculated in the ROI Metric Category?
a) Financial Benefit / Total costs.
b) Financial Benefit x Total costs.
c) Financial Benefit + Total costs.
d) Financial Benefit - Total costs.

Answer: a) Financial Benefit / Total costs.

20. What is the purpose of the Final Score metric in the base system?
a) To evaluate the risk of a demand.
b) To evaluate the value of a demand.
c) To evaluate the size of a demand.
d) To evaluate the overall score of a demand based on risk, value, and size
attributes.

Answer: d) To evaluate the overall score of a demand based on risk, value, and size
attributes.

Here are 20 multiple-choice questions based on the provided text:

1. What is the default state of demands displayed in the Demand Workbench?


a) Submitted
b) Screening
c) Qualified
d) Approved

Answer: c) Qualified

2. What is required for demands to be displayed in the Demand Workbench?


a) Data must be received and screened by stakeholders.
b) Demands must be in the Qualified state.
c) Demands must have a portfolio associated with them.
d) Demands must have a high risk score.

Answer: a) Data must be received and screened by stakeholders.

3. What is the purpose of the bubble chart in the Demand Workbench?


a) To display demands by portfolio.
b) To display demands by state.
c) To plot multiple demands based on three categories: Risk, Value, and Size.
d) To display demands by priority.

Answer: c) To plot multiple demands based on three categories: Risk, Value, and
Size.

4. How are demands represented on the bubble chart?


a) By a square that varies in size and color.
b) By a circle that varies in size and color.
c) By a triangle that varies in size and color.
d) By a rectangle that varies in size and color.

Answer: b) By a circle that varies in size and color.

5. What determines the size and color of the circle on the bubble chart?
a) The average scores for Risk, Value, and Size.
b) The demand's state.
c) The demand's portfolio.
d) The demand's priority.

Answer: a) The average scores for Risk, Value, and Size.

6. How can an implementer update the Demand Workbench?


a) By configuring parameters such as the bubble chart.
b) By creating a new demand.
c) By deleting a demand.
d) By updating a demand's state.

Answer: a) By configuring parameters such as the bubble chart.

7. Where can an implementer find the Demand Workbench configuration settings?


a) Project Administration > Settings > Workbench Config - Demand
b) Project Administration > Timeline Visualization > All
c) Project Administration > Demand Management > Settings
d) Project Administration > Portfolio Management > Settings

Answer: a) Project Administration > Settings > Workbench Config - Demand

8. What is the purpose of the Demand Roadmap?


a) To monitor and evaluate the states of current and upcoming demands.
b) To display demands by portfolio.
c) To display demands by state.
d) To display demands by priority.

Answer: a) To monitor and evaluate the states of current and upcoming demands.

9. What is the Demand Roadmap also known as?


a) Demand Backlog
b) Demand Pipeline
c) Demand Portfolio
d) Demand Dashboard

Answer: a) Demand Backlog


10. What is required for a demand to be displayed on the Demand Roadmap?
a) A portfolio must be associated with the demand.
b) The demand must be in the Qualified state.
c) The demand must have a high risk score.
d) The demand must have a high value score.

Answer: a) A portfolio must be associated with the demand.

11. Who can set up visualizations for the Demand Roadmap?


a) Timeline administrators.
b) Users with the timeline_admin role.
c) Users with the timeline_user role.
d) All of the above.

Answer: d) All of the above.

12. Who can personalize their timeline visualizations from the Settings pane in the
visualization?
a) Timeline administrators.
b) Users with the timeline_admin role.
c) Users with the timeline_user role.
d) All of the above.

Answer: d) All of the above.

13. What is the purpose of the Configuration Tip?


a) To encourage implementers to make many configuration changes.
b) To warn implementers to avoid making too many configuration changes.
c) To provide instructions on how to configure the Demand Workbench.
d) To provide instructions on how to configure the Demand Roadmap.

Answer: b) To warn implementers to avoid making too many configuration changes.

14. Why should implementers avoid making too many configuration changes?
a) It may complicate the upgrade process.
b) It may improve the upgrade process.
c) It may have no impact on the upgrade process.
d) It may simplify the upgrade process.

Answer: a) It may complicate the upgrade process.

15. Where can an implementer find the Demand Roadmap?


a) Project Administration > Settings > Workbench Config - Demand
b) Project Administration > Timeline Visualization > All
c) Project Administration > Demand Management > Settings
d) Project Administration > Portfolio Management > Settings

Answer: b) Project Administration > Timeline Visualization > All

16. What is the purpose of the Settings pane in the visualization?


a) To configure parameters such as the bubble chart.
b) To personalize timeline visualizations.
c) To create a new demand.
d) To delete a demand.

Answer: b) To personalize timeline visualizations.

17. Who can access the Settings pane in the visualization?


a) Timeline administrators.
b) Users with the timeline_admin role.
c) Users with the timeline_user role.
d) All of the above.

Answer: d) All of the above.

18. What is the purpose of the timeline visualization in the Demand Roadmap?
a) To display demands by portfolio.
b) To display demands by state.
c) To display demands by priority.
d) To display a list of all demands grouped by portfolio.

Answer: d) To display a list of all demands grouped by portfolio.

19. What is required for a demand to be displayed on the timeline visualization?


a) A portfolio must be associated with the demand.
b) The demand must be in the Qualified state.
c) The demand must have a high risk score.
d) The demand must have a high value score.

Answer: a) A portfolio must be associated with the demand.

20. What is the purpose of the Demand Roadmap and Demand Workbench?
a) To monitor and evaluate the states of current and upcoming demands.
b) To display demands by portfolio.
c) To display demands by state.
d) To display demands by priority.

Answer: a) To monitor and evaluate the states of current and upcoming demands.

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