Project & Portfolio Management

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 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 Cost-in-Use Estimation Tool

Use this tool to conduct a cost-benefit analysis of using Portfolio Manager 2017 as your homegrown PPM solution.

Project Portfolio Organizer

Use this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5...

Maintain an Organized Portfolio – Phase 3: Implement Improved Portfolio Management Practices

This phase of the blueprint, Maintain an Organized Portfolio, will help you make the changes needed to ensure that clear portfolio criteria are defined and that they are...

Portfolio Manager 2017

Use this workbook as a model for your homegrown PPM solution. This workbook improves upon Info-Tech's popular Project Portfolio Workbook by using Excel's business...

Portfolio Manager 2017 (with Actuals)

Use this workbook as a model for your homegrown PPM solution. This workbook improves upon Info-Tech's popular Project Portfolio Workbook by using Excel's business...

Develop a Project Portfolio Management Strategy – Phase 3: Complete Your PPM Strategic Plan

This phase of the blueprint, Develop a PPM Strategy, will help you compose a PPM strategic plan with inputs from the previous phases by adding a cost-benefit analysis and...

Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.
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