Learn how to change projects between active and backlog.
- [Instructor] Sometimes projects have to be done…even if they don't pass the portfolio criteria.…For example, maybe the CEO wants a project done…no matter what…or one project is required to support another…high-priority project.…You can add or remove projects from the active list…anytime you want.…To change the status for a project in this portfolio list,…you change the value in its In Portfolio cell.…
So for example, let's change Project 4…from backlog to active.…I'm going to click the In Portfolio cell for Project 4,…click the down arrow and choose active…and let's do the same thing for Project 6.…I select its cell for In Portfolio, click the down arrow…and choose active.…When you change a project to active…even though the graphical indicator say it shouldn't be,…it's probably a good idea to add a note to say why.…
To do that, I'm going to right click the row for Project 4.…On the shortcut menu,…choose Notes and that opens up…the task information dialogue box to the Notes tab…and I can type my note in the box on that tab.…
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- Setting up portfolio measures
- Creating custom fields to calculate selection criteria
- Defining custom fields for risk measures
- Setting up resource planning
- Building a list of projects
- Adding graphical indicators to the portfolio dashboard
- Evaluating projects for the portfolio
- Reviewing demand and availability for each skill set
- Building a rough schedule
- Managing the portfolio