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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
Skill Level Advanced
- [Bonnie] Bonnie Biafore here with a way to use Microsoft Project that you might not have considered, to select and manage the projects in your organization's project portfolio. In this course I'll show you how to set Project up so you can evaluate proposed projects, to see which ones to undertake and when they might fit into the project pipeline. To document the info you have early on we'll set up proposed projects as individual tasks in a Project file.
I'll show you how to create custom fields to rate projects by how well they support organizational goals and their level of risk, and we'll add these fields to a new view that acts as the Portfolio Dashboard. Next, I'll guide you through creating generic resources for different skillsets, I'll also describe how to create named resources for the team members who are available to work on projects, and we'll designate generic and named resources by their skillsets, so we can compare demand to availability.
You'll also see how to insert project schedules for approved and in-progress projects. I'll guide you through defining stoplight indicators to make it easy to identify good and bad values. After that, we'll use the tools we've built to select the projects we want to evaluate further. Finally, we'll wrap up by building a report to help you review what's going on with your portfolio. So let's dive into setting up Project to help you select projects for your portfolio.