Enhance PPM Dashboards and Reports
Engaging Portfolio Reporting Can Resolve Resource Shortages and Right-Size Your Investments, Says Info-Tech Research Group
Press Release:
Info-Tech Research Group’s latest blueprint addresses pressing challenges in project portfolio management by enhancing investment visibility and optimizing resource allocation. With actionable insights for accurate portfolio reporting, this approach supports data-driven decision-making to help...
...ion-makers and enhance organizational visibility, including: Setting Scope: Define the focus of the new solution, whether it will address project portfolio reporting, resource capacity reporting, or both, to align with strategic objectives.Implementing Templates: Install and configure the provided Power BI templates to establish a structured,.
Transform PPM to Optimize Value From Every Investment
Blueprint: Project & Portfolio Management
Exponential technologies such as generative AI have entered the project and project portfolio management (PPM) space – putting intense pressure on its leaders to automate immediately using AI. Our framework helps PPM leaders put hype aside and build a plan that balances the reality of what can be...
Develop a game plan for integrating AI into your PPM practices.
A supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer for your roadmap that is easy to manage and distribute to your IT and business partners. A supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer.
PPM Transformation Plan Dashboard
Templates And Policies: Project & Portfolio Management
A supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer for your roadmap that is easy to manage and distribute to your IT and business partners.
Prepare to Successfully Deploy PPM Software
Blueprint: Project & Portfolio Management
This project blueprint will help you prepare to successfully deploy a new PPM suite at your organization that can be sustainably adopted in the long term. It sets you up for success by walking you through the careful preparation of relevant PPM data and by helping you fully define relevant...
Set the stage for sustainable long-term adoption of your new PPM suite through preparation and communication.
This workbook allows you to record the functional requirements for your PPM dashboard and reporting.. This workbook allows you to record the functional requirements for your PPM dashboard and reporting. This tool is a lighter version of a PPM Dashboard and Reporting Audit that is available in the project blueprint, Enhance PPM Dashboards and.
PPM Deployment Dashboard and Report Requirements Workbook
Tool: Project & Portfolio Management
This workbook allows you to record the functional requirements for your PPM dashboard and reporting.
PPM Decision Support Review Workbook – Annual Report Version
Tool: Project & Portfolio Management
The output of this tool can be used to establish the PPM dashboard and reporting strategies and priorities for your organization.
The output of this tool can be used to establish the PPM dashboard and reporting strategies and priorities for your organization.. Use this tool to determine current levels of satisfaction and dissatisfaction with the decision-making support offered to project portfolio management (PPM) decision makers by the project portfolio management office.
PPM Anywhere
SoftwareReviews: Software Product
Get your team pulling in the same direction using Process Driven Collaboration. Featuring dynamic dashboards and scorecards. Drag & drop resource management, lightning fast Status reports and one-click exports.
Get your team pulling in the same direction using Process Driven Collaboration. Featuring dynamic dashboards and scorecards. Drag & drop resource management, lightning fast Status reports and one-click exports.
Project Objects PPM
SoftwareReviews: Software Product
Project Objects also allows your team members to maximize their productivity by helping them to track assigned actions, raise and manage issues, control risks and develop key project documentation. The suite provides powerful phase and gate functionality that allow you to review and approve work at multiple points in the project and provides reporting and dashboard functionality that allows you to monitor progress made against pre-defined criteria.
Project Objects also allows your team members to maximize their productivity by helping them to track assigned actions, raise and manage issues, control risks and develop key project documentation. The suite provides powerful phase and gate functionality that allow you to review and approve work at multiple points in the project and provides.
PPM Diagnostic Program
Applications
The Project Portfolio Management Diagnostic Program is a low effort, high impact program designed to help project owners assess and improve their PPM practices. Gather and report on all aspects of your PPM environment in order to understand where you stand and how you can improve.
PPM Diagnostic Program Enhance your project management practices with the Project Portfolio Management (PPM) Diagnostic Program from Info-Tech Research Group. This program provides a comprehensive assessment of your PPM environment, allowing you to identify strengths and weaknesses, develop a roadmap for success, and optimize your practices. The.
Grow Your Own PPM Solution
Blueprint: Project & Portfolio Management
Info-Tech has developed a powerful spreadsheet-based project portfolio management (PPM) solution with enhanced capabilities around project and resource visibility. This blueprint helps you scope, plan, and implement an affordable, adoptable, and effective PPM solution with Portfolio Manager 2017...
46% of organizations use a homegrown PPM solution. Here’s a better way to do it.
This workbook improves on Info-Tech's popular Project Portfolio Workbook to serve as both a ready-to-use solution and 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.
Portfolio Manager 2017
Tool: Project & Portfolio Management
Use this workbook as a model for your homegrown PPM solution. This workbook improves upon Info-Tech's popular Project Portfolio Workbook by using Excel's business intelligence functionality.
Portfolio Manager 2017 (with Actuals)
Tool: Project & Portfolio Management
Use this workbook as a model for your homegrown PPM solution. This workbook improves upon Info-Tech's popular Project Portfolio Workbook by using Excel's business intelligence functionality.
Portfolio Manager 2017 Video – Creating Reports
Video: Project & Portfolio Management
Learn how to create compelling reports on your project portfolio with Info-Tech's Project Manager 2017, a spreadsheet-based PPM tool. Presented by Info-Tech's Senior Director of Research, Barry Cousins.
Portfolio Manager 2017 Video – Creating Reports
Get Started With IT Project Portfolio Management
Blueprint: Project & Portfolio Management
Develop foundational practices in each of the following areas: portfolio management, project management, and organizational change management.
Projects, portfolio, and OCM are the foundation of strong PPM.
Use this tool to help you action next steps determined to improve the current state of you PPM process.. This tool will encourage you to document and commit to next steps regarding improvements to your PPM process.
PPM Wireframe
Templates And Policies: Project & Portfolio Management
Use this tool to help you action next steps determined to improve the current state of you PPM process.
Tracker Suite
SoftwareReviews: Software Product
PPM software simplifies your project portfolio management process, with access to files, management functions and reports through the Web or in the email client already sitting on your desktop.
PPM software simplifies your project portfolio management process, with access to files, management functions and reports through the Web or in the email client already sitting on your desktop.
Establish Realistic IT Resource Management Practices
Blueprint: Project & Portfolio Management
To properly allocate project work and establish more stable project timelines, PMOs and portfolio managers need to develop a reasonable and manageable approximation of resource supply and demand. This blueprint will help you to tailor a resource management strategy based on your own capacity to...
Holistically balance IT supply and demand to avoid overallocation.
Info-Tech's Portfolio Manager Lite 2017 is a lightweight version of Info-Tech's Portfolio Manager 2017, a spreadsheet-based PPM solution that leverages powerful business intelligence capability that already exists i... This workbook will help you quickly implement a solution to maintain resource capacity data and create reports with powerful.
Portfolio Manager Lite 2017
Tool: Project & Portfolio Management
Use this workbook as a model for your homegrown resource management solution, which can also serve as a PPM solution. This is a lightweight version of Info-Tech's Portfolio Manager 2017.
Deltek PPM
SoftwareReviews: Software Product
Deltek's PPM software suite easily integrates cost, scheduling and resource information enabling the program team to get reliable program status, earned value reports they can trust, and better understand and show the value of program controls information. As a full suite of true, project management enterprise software, Deltek PPM solutions can be used individually or all together for end-to-end program and project success.
Deltek's PPM software suite easily integrates cost, scheduling and resource information enabling the program team to get reliable program status, earned value reports they can trust, and better understand and show the value of program controls information. As a full suite of true, project management enterprise software, Deltek PPM solutions can be.
Select and Implement an IT PPM Solution
Blueprint: Project & Portfolio Management
Use this blueprint to plan and carry out your PPM solution selection and implementation project. This blueprint will help you choose the solution that is most appropriate for your organization's size and PPM maturity level, put you on track for an implementation that results in long-term...
Base your IT PPM tool selection on usability not features.
Use this tool to record core goals to be achieved through the new PPM solution and how attainment of these goals will be measured. It will also allow you to record the metrics before, during, and after the implementation process.. Use this tool to record core goals to be achieved through the new PPM solution and how attainment of these goals will.
PPM Solution Success Metrics Workbook
Tool: Project & Portfolio Management
Use this tool to record core goals to be achieved through the new PPM solution and how attainment of these goals will be measured. It will also allow you to record the metrics before, during, and after the implementation process.
Adobe Workfront
SoftwareReviews: Software Product
Our PPM Software gives management the tools they need to prioritize and get their team working on the tasks that matter most, making the most significant impact on your business.
Our PPM Software gives management the tools they need to prioritize and get their team working on the tasks that matter most, making the most significant impact on your business.
OneDesk PPM
SoftwareReviews: Software Product
OneDesk's PPM helps to view with both traditional planning and agile execution as well as Gantt charts, scheduling, and resource assignments.
OneDesk's PPM helps to view with both traditional planning and agile execution as well as Gantt charts, scheduling, and resource assignments.
Formalize Project Portfolio Management for Small Enterprise
Blueprint: Small Enterprise Resources
Small enterprise IT leaders face unique challenges when it comes to successfully executing projects. Increase the manageability and value of your IT projects with a PPM strategy that is right-sized to meet your particular challenges and capabilities.
Make big gains in small steps.
This executive brief will help you gain buy-in for formalizing a PPM Operating Plan for your small business. Successful PPM doesn’t require additional time or administrative overhead. A right-sized approach to PPM improves project results and business satisfaction without imposing additional load on small IT teams.Use this executive brief to help.
Formalize Project Portfolio Management for Small Enterprise – Executive Brief
Note: Small Enterprise Resources
This executive brief will help you gain buy-in for formalizing a PPM Operating Plan for your small business.
Project Portfolio Workbook
Tool: Project & Portfolio Management
Use this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate, customize, and extend this tool to suit your needs.
Develop a Project Portfolio Management Strategy
Blueprint: Project & Portfolio Management
With the right PPM strategy, IT leaders can enable executive decision makers to make sense of the excess of project demand and prioritize those initiatives that are of the most value to the business — and that align with IT’s capacity to deliver.
Drive IT project throughput by throttling resource capacity.
This tool will help you assess your current and target PPM capability levels, explore tool options, and analyze costs and benefits.. Many organizations struggle to succeed with project and portfolio management (PPM). Before starting the process of creating a project management office, sending people for training, building a tool, or buying a tool,.
PPM Strategy Development Tool
Tool: Project & Portfolio Management
This tool will help you assess your current and target PPM capability levels, explore tool options, and analyze costs and benefits.
Filter by Content Type
Clear Filters (45)Featured Content
Info-Tech’s Best of 2025: The Year AI Stopped Being a Project and Became the Strategy
IT leaders are embedding AI throughout the department, from core s...
Business Intelligence & Analytics (BI)
Business Intelligence (BI) software provides the tools to transform data into action...
Enterprise Resource Planning
Enterprise Resource Planning (ERP) is a suite of software applications supporting pr...