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 upon Info-Tech's popular Project Portfolio Workbook to serve as both a ready-to-use solution, as well as 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.
- Track resource actuals to quality-check your resource allocations.
- 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.