Info-Tech's Portfolio Manager 2017 is a spreadsheet-based PPM solution that leverages powerful business intelligence capability that's already in your computer, in Excel. This workbook improves on Info-Tech's popular Project Portfolio Workbook to serve as both a ready-to-use solution and a model/first iteration for your homegrown PPM solution.

This workbook will help you quickly implement a solution to maintain PPM data and create reports with powerful portfolio analytics through the following activities:

  • Track project budgets and timelines.
  • Display projects at risk.
  • Establish core PPM functions before growing more advanced processes.
  • Allocate resources at the portfolio level.
  • Visualize resource levels across projects, teams, and roles.

Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate, customize, and extend this tool to suit your needs.

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  • Missing comment
    Fernando Covarrubias | 08-16-2019

    Great Format! Let´s jump in to...

    • C37c70a10f1741f1652f038d210a8fc3 comment
      Info-Tech Research Group | 08-19-2019

      Thank you! We're happy to hear you find this document useful.


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