Implementing AI in demand and project management can significantly enhance your organization’s efficiency and decision-making capabilities. In this blog post, we will explore how to configure demand management and project management within the PPM environment effectively. By the end of this guide, you’ll understand essential steps like creating access groups, defining business units, and establishing fiscal periods—all crucial for leveraging AI to optimize processes.

Setting Up Access Groups for AI Project Management

To kickstart your AI implementation, the first step is to create access groups associated with strategic portfolio management roles. An individual assigned to a role gains access to the functionalities linked to that role. Make sure to reference your strategic portfolio management documentation for a list of required roles, such as portfolio manager, PPS admin, and demand manager.

1. Click on All in the top navigation and type groups in the open field.
2. Select groups under user administration from the dropdown.
3. Click New at the top right of the group’s list.
4. Name the group appropriately, such as SPM Portfolio Manager—ensure you align with your platform team on naming conventions.
5. Save your entry and proceed to add roles.

Activating PPM Scheduled Jobs for AI

Once your access groups are established, the next essential step involves activating the PPM scheduled jobs to collect KPIs effectively. This data collection is pivotal for configuring your AI workflows.

1. In the top navigation, click All and type scheduled jobs in the open field.
2. Select scheduled jobs from the dropdown.
3. Search for PAPPM data collections daily in the name field.
4. Open the scheduled job and check the active box.
5. Ensure you are operating as a system administrator, then click Update in the upper right corner.

Defining Business Units and Departments for AI Workflows

Defining business units and departments is crucial for optimal AI integration. This step helps delineate responsibilities and hierarchies, which are necessary for various functionalities.

1. Click on All in the top navigation and type business units in the open field.
2. Click on the resulting business units link under organization.
3. Click New at the top right corner and fill out the form with the name and description of your business unit.
4. Follow similar steps to establish departments by searching for departments in the top navigation.
5. Click on the three dots next to the column name to group by business unit.
6. Click New at the top right to add a new department.

Establishing Fiscal Periods for AI Cost Management

To maximize the benefits of AI in project management, it’s essential to delineate fiscal periods that will support functionalities like cost and benefit plans.

1. Click All in the top navigation and type generate in the open field.
2. Select generate under project administration/fiscal calendar.
3. Define your fiscal calendar carefully, noting that it cannot be changed once established.
4. Ensure that your end year is later than your start year before clicking Generate Calendar.

Reviewing Cost Types for AI Services

Finally, reviewing cost types is critical for accurate financial tracking in your AI initiatives.

1. Click All in the top navigation and type cost type in the open field.
2. Click on cost type definitions under project administration/settings.
3. Here, you can see a list of out-of-the-box cost types or define new ones as needed.
4. Remember, if you need to delete a labor cost type, it must be replaced and mapped accordingly—refer to your documentation for the mapping process.

Ready to Implement AI?

Now that you have a comprehensive understanding of how to configure demand management and project management, you can harness the power of AI effectively. The steps outlined will prepare your organization to implement artificial intelligence in ways that enhance productivity and streamline processes. If you’re looking to optimize your operations further, consider reaching out to an AI agency or hire an AI expert to guide you through the implementation process.

For more information on how to implement AI in your organization, visit Implement Artificial Intelligence or contact us today!