Selecting and Managing a Project Portfolio with Microsoft Project

Introduction

• Welcome
• What you should know before watching this course
• Using the exercise files

1. Setting Up Portfolio Measures

• Creating custom fields for portfolio criteria
• Building a dashboard view for portfolio projects
• Creating custom fields to calculate selection criteria
• Defining custom fields for risk measures

2. Setting up Resource Planning

• Setting up generic resources
• Adding named resources
• Adding skill sets to resources

3. Building a List of Projects

• Adding a new proposed project to the list
• Inserting active projects into the list
• Adding graphical indicators to the portfolio dashboard
• Flagging projects to include in portfolio analysis
• Adding projects to the active or backlog list

4. Evaluating Projects for the Portfolio

• Assigning generic resources to proposed projects
• Reviewing demand and availability for each skill set
• Building a resource demand vs availability report
• Building a rough schedule for the portfolio projects

5. Managing the Portfolio

• Replacing a proposed project with a project schedule
• Changing a project's status to complete
• Building a report for reviewing the portfolio

Conclusion

• Next steps