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

Exam ScopeLearning domains are the key topics and specific objectives included in the exam. Exam content or exam items are divided into learning domains.The following table shows the learning domains and sub-topics.1 . SPM Implementation OverviewSPM implementation preparationGeneral configurationsNow Create methodology2. SPM FinancialsProperties and tablesFinancial planningCost typesRate typesExpense linesRate model3. Resource ManagementPersonas, properties, and rolesResource Management WorkspaceResource assignmentsPlanning attributesCapacity planningSchedules4. Idea and DemandRoles and tablesIdea PortalStatesInnovation Management integration with Universal RequestIdea and demand conversionDemand formDemand WorkbenchDefining stakeholdersAssessments5. Project ManagementProperties, roles, and tablesProject WorkspaceStatesSubprojectsTasksRelationships (tasks and dependencies)Project templatesImporting projectsRIDACBaselinesStatus reportsSchedulesDiagnostics6.Timecard ManagementPlugins, roles, and tablesCategoriesPoliciesRate types7. Portfolio Planning WorkspacePlugins,

63/100

CourseAsk score

What the provider tells you: 39/45
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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