Project & Portfolio Management - Videos
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Portfolio Manager: Currency Change
This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.
Portfolio Manager: Add a Category
This 8-minute video walks through the process for adding a new category column in Portfolio Manager.
Portfolio Manager: Roll Over to New Year
This video is a 7-minute demonstration of how to roll over your resource allocations to a new year in Portfolio Manager.
Portfolio Manager: Extend to 48 Months
This 22-minute video is a comprehensive walkthrough of the process needed to join two Excel files in Portfolio Manager in supporting a 48 month...
Visualize Your Strategic Roadmap With Power BI Overview Video
A seven-minute video that introduces you to the key concepts of visualizing strategic roadmaps using Power BI.
Visualize Your Strategic Roadmap With Power BI Install & Deploy Video
A five-minute video that takes you through the steps to install the software from the Power BI zip file.
Outgrow Your Own PPM Solution
Develop an exit strategy from your home-grown solution to a commercial PPM toolset. In this video, we show a rapid transition from the Excel...
Analyst-Partner Briefing: PMO Outsource Ltd.
In this video, Info-Tech's PPM analysts discuss the current state of project portfolio management tooling challenges with Robert Strickland and...