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This implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,...
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This implementation guide offers detailed, step-by-step instructions for setting up Info-Tech's portfolio workbook templates.
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Use this template to document decisions, policies and procedures around your portfolio operating plan.
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Use this form to obtain sign-off that the project has been completed, deliverables have been received, and the results are accepted.
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Use this feedback form to assess and provide professional and constructive feedback to project team members.
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Use this template to document basic project information. Create it at the start of the project, when key elements are defined and submitted for approval.
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This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.
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This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...
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This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.
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Portfolio monitoring is concerned with regular visibility into the total set of projects underway across the organization. This document is designed to take managers...
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