Project portfolio management

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Project portfolio management

Project portfolio management

Portfolio mgmt. overview

One place to manage your projects/ programs, giving you the organization to drive initiatives forward and easy visibility to your stakeholders.

John Scrugham

This document is designed to help you manage your portfolio of projects. Whether you’re overseeing product development, transformation initiatives, or go-to-market strategies, this space provides the tools and insights you need to keep track of all your projects, and their progress.

Key Features

Project Overview: Easily see a list of all

Active projects⁠

, organized by priority and status. This view helps you focus on what’s most important and track project health across your portfolio.

⁠

Project timelines⁠

: Visualize the schedule of your strategic initiatives with Gantt chart timelines. This allows you to spot overlaps, identify key milestones, and manage team workloads across different efforts.

Reporting

KPI

Dashboard⁠

: Keep track of key performance indicators (KPIs) and monitor the overall health of your project portfolio. This dashboard helps ensure that your work aligns with strategic goals and remains on track.

Interactive Reports: Explore detailed reports on project performance, risks, and ROI. These reports can help guide decision-making and improve future planning.

Status Updates: Regular updates provide a real-time snapshot of progress, risks, and upcoming deliverables. This feature is essential for leadership reviews and team syncs and can be accessed by opening up a given project such as

@Manager up-leveling⁠

with a page for

All Status Updates⁠

across all projects.

Task Management: View and assign tasks across teams, ensuring everyone knows their responsibilities and deadlines. Again, this is normally viewed via

My work⁠

, a given project like

@Manager up-leveling⁠

, or

All Tasks⁠

Assignments⁠

& Resourcing: See how resources are distributed across projects and tasks. This helps in balancing workloads and avoiding bottlenecks

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