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Tagged - project intake

Portfolio Manager 2017 Video – Creating Reports

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...

Portfolio Manager 2017 Video – Maintaining the Data

Learn how to maintain your project portfolio data with Info-Tech's Project Manager 2017, a spreadsheet-based PPM tool. Presented by Info-Tech's Senior Director of 91ÖÆÆ¬³§,...

Portfolio Manager 2017 (with Actuals)

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...

Portfolio Manager 2017

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...

Grow Your Own PPM Solution – Executive Brief

Read this Executive Brief to understand why 46% of our clients use a homegrown PPM solution, why it may be a right choice for you, and how Info-Tech can help.

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within actual...

Maintain an Organized Portfolio – Phase 3: Implement Improved Portfolio Management Practices

This phase of the blueprint, Maintain an Organized Portfolio, will help you make the changes needed to ensure that clear portfolio criteria are defined and that they are...

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...

Maintain an Organized Portfolio – Phase 2: Enhance Portfolio Organization Through Improved PPM Criteria and Processes

This phase of the blueprint, Maintain an Organized Portfolio, will help you define clear portfolio criteria and help ensure processes are in place to use these criteria to...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5...
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