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...

Grow Your Own PPM Solution – Phase 3: Implement Your PPM Solution

This phase of the blueprint, Grow Your Own PPM Solution, will help you plan and implement an affordable, adoptable, and effective PPM solution with Info-Tech's Portfolio...

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.

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.

Maintain an Organized Portfolio

This project blueprint will help you better maintain an organized portfolio of projects and programs by defining clear organizing criteria grounded upon actual goals and...
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Maintain an Organized Portfolio – Executive Brief

Read this Executive Brief to understand the benefits of creating and maintaining an organized portfolio of projects and programs and to understand the kind of information...

Maintain an Organized Portfolio – Phases 1-3

This storyboard will help you maintain an organized portfolio of projects and programs by defining clear organizing criteria grounded upon actual goals and constraints...

Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes

This phase of the blueprint, Maintain an Organized Portfolio, helps you analyze the current mix of projects and programs in your portfolio. It also helps determine to...

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...
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