Project Portfolio Workbook


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Use this workbook as a model or first iteration for your homegrown PPM solution. This workbook will help you quickly implement a solution to:

  • Update and communicate the most essential PPM data, such as:
    • Project budgets and timelines.
    • 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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