Project & Portfolio Management

Intake and Prioritization Impact Analysis Tool

Use the Intake and Prioritization Impact Analysis Tool to analyze the effects of project intake process change across the organization, and to assess the likelihood of...

Proposed Project Technology Assessment Tool

Use this tool to conduct a high-level analysis of a technology's readiness for adoption based on your organization's needs.

Optimize Project Intake, Approval, and Prioritization – Phase 2: Build New Optimized Processes

This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you take a deeper dive to ensure that the portfolio of projects is best...

Project Intake Workflow Template

Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.

Portfolio Manager 2017 Video – Power Pivot and Power Query

Learn how Microsoft Excel's business intelligence add-ons are leveraged in Info-Tech's Project Manager 2017, a spreadsheet-based PPM tool. Presented by Info-Tech's Senior...

Portfolio Manager 2017 Operating Manual

Use this template to document how you will use your homegrown PPM solution to support your PPM activities.

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.

VirtoSoftware Takes a Shot at Simple Portfolio-Level Resource Management

VirtoSoftware, a company that focuses on creating add-ons for SharePoint and Office 365, has introduced product that intends to bring simple resource management to your...

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...
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