PPM Training
How-To-Videos | Job Aids | Self-Paced Training | Additional Resources
How-To Videos
Job Aids
Job Aids are maintained in the ServiceHub Knowledge Base. When you select a How-To guide below, you will be redirected to the appropriate Knowledge Base article.
To open the Knowledge Base in a separate tab, right click on the How-To links below, and select "Open link in new tab".
Getting Started with PPM Projects
Managing Projects, Tasks and Costs
- How to Add and Manage Tasks for a PPM Non-Sponsored Project
- How to Create and Maintain Budget (Spending Authority) for a PPM Non-sponsored Project
- How to Add a Principal Investigator and/or Update the Project Manager on PPM Non-Sponsored Projects
- How to Close Tasks on PPM Non-Sponsored Projects
- How to Close a PPM Non-sponsored Project
- How to Transfer Costs Between PPM Projects and/or Tasks
Self-Paced Training Series
Self-paced courses (eLearning) are hosted in the UC Learning Center. Clicking on the course will redirect you to the UC Learning Center.
For a view of all recommended course by Job Role (JR), click here.
PPM101 - Introduction to Aggie Enterprise Project Portfolio Management
Learn about the Aggie Enterprise suite of tools known as Project Portfolio Management (PPM) and how they’re used to manage the financial aspects of projects at UC Davis.
Applicable Aggie Enterprise Job Roles:
- UCD Projects Inquiry JR
- UCD Projects Maintenance JR
- UCD Grants Inquiry JR
PPM102 - Navigating Aggie Enterprise
Learn to navigate Aggie Enterprise and the Project Financial Management module (the primary hub for PPM projects) while gaining a high-level view of the project lifecycle and ongoing maintenance.
Applicable Aggie Enterprise Job Roles:
- UCD Projects Inquiry JR
- UCD Projects Cost Inquiry JR
- UCD Projects Maintenance JR
- UCD Grants Inquiry JR
Course-related Resources
Access resources referenced and linked within eLearning courses.
- All PPM eLearning
- • Chart of Accounts (CoA) Quick Reference Guide
– Provides the definition and purpose for each CoA segment, creating a common language for all GL financial transactions.
• PPM POET(AF) Quick Reference Guide
– Provides an overview of the PPM subledger module, defines the unique POET(AF) chart string used in this module, and illustrates how POET(AF) rolls up to the new Chart of Accounts.
Additional Resources
| Title | File Format | Description |
|---|---|---|
| PPM and POET(AF) Quick Reference Guide (Updated February 2023) | The PPM and POET(AF) Quick Reference Guide provides an overview of the PPM subledger module, defines the unique POET(AF) chart string used in this module, and illustrates how POET(AF) rolls up to the new Chart of Accounts. |