Project & Portfolio Management - Tools

Time Audit Workbook

Use this tool to document the results of your current state assessment and time audit survey.

Resource Management Supply-Demand Calculator

This tool will help you assess IT's overall resource capacity to execute project work relative to the organization's overall demand, both project and non-project.

Portfolio Manager Lite 2017

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...

PPM Strategy Development Tool

This tool will help you assess your current and target PPM capability levels, explore tool options, and analyze costs and benefits.

Portfolio Manager 2017 Cost-in-Use Estimation Tool

Use this tool to conduct a cost-benefit analysis of using Portfolio Manager 2017 as your homegrown PPM solution.

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...

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...

Project Portfolio Organizer

Use this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and...

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...

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...
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