Project Portfolio Management

Watch this video below for tips on managing portfolios of projects.  A project portfolio contains one or more projects with similar characteristics.  For instance, you might put all your consulting projects into one portfolio.  Or, you might put marketing or sales together.  Or, there may be completely different lines along which your projects naturally fall.  Those belong in portfolios.

Once you have placed projects into a portfolio, you can do special things with them.  Try running reports for all projects in a portfolio, or comparing one portfolio against another.  You can see project revenue for a single selected portfolio.  Or you could filter the resource allocation chart for a selected portfolio.

Consider how you might group your projects for effective portfolio reporting.