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.

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