Join Bonnie Biafore for an in-depth discussion in this video Building a report for reviewing the portfolio, part of Selecting and Managing a Project Portfolio with Microsoft Project.
- [Narrator] The selection dashboard view…is great for selecting projects, in the first place.…However, a graphical report can provide…the big picture of your portfolio,…including active projects…and the ones in your backlog.…So, let's head to the Report tab…to create a new report.…I'm going to start with an existing report.…Click Dashboards and then choose Burndown.…We're going to change this and create a…copy of a custom report.…
So, to do that, on the Design tab,…click Manage in the Report section,…and then choose Rename Report.…Now, remember, this is creating a copy of the report…as a custom report, and it's going to give it…the name that we type in here.…So, let's say that's Portfolio.…Then click okay.…The first thing I'm going to do is change the heading.…I'm going to click that text box and then select the text,…and type in the name of the report, Portfolio.…
I can click away from that heading.…Well, let's say that we want to select…the task, Burndown Graph, and those labels,…and delete them, because we only need that first graph.…
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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