Project & Portfolio Management

Make 3 Friends

​Collaboration is the key to building an effective Enterprise Architecture (EA) practice. This presentation reveals the three colleagues in the organization who can greatly...

Architecting the Enterprise​

Invigorate your practice by convincing stakeholders of the unique value EA promises and formalizing specific functions that directly solve your most pressing problems.

Portfolio Manager: What's New in 2026?

This 4-minute video is a review of the Portfolio Manager enhancements introduced for 2026.

Portfolio Manager: Currency Change

This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.

Portfolio Manager: Exceptions

This video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager.

Portfolio Manager: Galleries

This is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager.

Portfolio Manager: Roles

This video is a quick 2-minute overview of the Roles needed for success with the Portfolio Manager templates.

Portfolio Manager 2.0

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

Portfolio Manager: Report Walkthrough

This is a 7-minute review of the base reports and dashboards in the Portfolio Manager templates.

Portfolio Manager Install

This 8-minute video walks through the installation of the Portfolio Manager templates.

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