Portfolio Manager 2017 Operating Manual

Author(s): David Lee, Marcus Gverzdys

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Use this template to document how you will use your homegrown PPM solution to support your PPM activities. The template includes the following sections:

  • Relevant sections of project portfolio management strategy.
  • Support for resource management.
  • Support for project status and progress reporting.
  • Support for project intake, approval, and prioritization.

The Operating Manual serves as a central reference on how to use the PPM solution and the basis for continuous process improvement.

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46% of organizations use a homegrown PPM solution. Here’s a better way to do it.

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