This implementation guide offers detailed step-by-step instructions for setting up the Project Portfolio Workbook. This includes:

  • The project and resource lists
  • The setup tab

Also In

Develop a Resource Management Strategy for the New Reality

Reclaim project capacity with realistic resource management.

Related Content


  • 23f16b282622472764b344343c771052 comment
    Jochen Sievert | 02-24-2016

    Needs to be updated for latest version of project portfolio.xlsx

    • 432c05244a845caaca3b276adb15a11e comment
      Info-Tech Research Group | 03-11-2016

      Thank you for bringing this to our attention. We are looking into updating this guide.


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