Tagged - PPM

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 – Power Pivot and Power Query

Learn how Microsoft Excel's business intelligence add-ons are leveraged in Info-Tech's Project Manager 2017, a spreadsheet-based PPM tool. Presented by Info-Tech's Senior...

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

Rebalance Project Intake for Small Enterprise – Phase 2: Develop Intake Capabilities

Develop prioritization practices that will enable IT to focus on the most valuable work and leave the rest behind.

Rebalance Project Intake for Small Enterprise – Phases 1-2

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...

Rebalance Project Intake for Small Enterprise – Phase 1: Create a Standardized Intake Process

Adopt an intake workflow appropriate to the IT department’s capacity.

Rebalance Project Intake for Small Enterprise

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...
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Rebalance Project Intake for Small Enterprise – Executive Brief

This executive brief will help build the case for rebalancing project intake one achievable step at a time.

PPM Deployment Data Workbook

Use this workbook to organize and record project-related data and resource-related data needed to populate the new PPM suite. Only use this template if you do not already...

PPM Deployment Dashboard and Report Requirements Workbook

This workbook allows you to record the functional requirements for your PPM dashboard and reporting.
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