Selecting and Managing a Project Portfolio with Microsoft Project

Follow along with project management expert Bonnie Biafore as she shares her tips for using Microsoft Project 2016 to select projects based on goals and performance measures.

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