Project & Portfolio Management - Tools

Time Tracker Workbook

Use this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process.

PPM Transformation Workbook

Use this Excel-based workbook to plan your Exponential IT journey and accurately identify your readiness, needs, and goals.

AI for PPM Use Case Analysis Workbook

This Excel-based workbook contains a customizable library of AI use cases and a framework for identifying and prioritizing those most relevant to your PPM challenges and...

PPM Transformation Plan Template

Use this comprehensive, easy-to-customize, boardroom-ready presentation template to document and communicate your PPM transformation plan to your IT and business partners.

Requirements Management Maturity Assessment

Use this tool to help assess the maturity of your requirements management function in your organization and identify the gaps between the current state and the target state.

Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.

Project Portfolio Workbook

Use this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate,...

Microsoft Project & M365 Licensing Tool

Define your Microsoft Project licensing needs based on your stakeholder groups.
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