Project Portfolio Help Guide

Overview

Project Portfolio provides a centralized view of all your projects, allowing you to monitor and manage multiple projects from a single interface. This tool serves as the foundation for project portfolio management, with capabilities that can be expanded to include more advanced features in the future.

Features

Centralized Project List

View and manage all your projects in one place:

• See all projects at a glance
• Quick access to project details
• Basic project information display
• Project status overview

Project Organization

Organize your projects effectively:

• View projects in a structured list
• Access project details quickly
• Navigate to individual project tools

Future Expansion

The Project Portfolio tool is designed to be expanded with additional features such as:

• Project categorization and grouping
• Resource allocation across projects
• Portfolio-level reporting and analytics
• Strategic alignment tracking
• Risk and dependency management across projects
• Budget and cost tracking at portfolio level

Getting Started

Accessing Your Projects

1. Navigate to the Portfolio Management tool
2. View your list of projects
3. Click on any project to access its details
4. Use the available tools to manage each project

Using with Other Tools

Project Portfolio works seamlessly with other ProjToolbox tools:

• PM Tracker - For detailed project tracking
• RAID - For project documentation
• Other project management tools as they become available

Best Practices

• Regularly review your project portfolio
• Keep project information up to date
• Use consistent naming conventions for projects
• Monitor project statuses regularly
• Plan for future portfolio management needs
• Coordinate with team members on project updates

Quick Links