Work Portfolios

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Contents of the Manage Work Portfolio Information chapter of PM training.

Pages: 8

Manage Work Portfolio Information
This article provides an overview of Work portfolio functionality.
Create and Edit a Work Portfolio
This mixed media article shows how to create and review a Work portfolio (collection of projects).
Understand the Organization of the Work Menu—Portfolio View
This mixed media article explains the user interface of the Work portfolio View.
Invite Users to a Work Portfolio
This article explains how to invite others to your Work Portfolio.
Group or Summarize Financial Data
This article explains how to group and summarize the financial data in a portfolio.
Change Timescale for Financial Data Columns
This article explains how to change the timescale for financial data columns.
Compare Portfolio Financial Versions
This article explains how to compare financial two versions of a financial plan for a portfolio.
Job Aid: Summarize Data in a Project/Work Portfolio
This job aid (handout) provides project managers, strategic program managers, and financial specialists with an explanation of how summarization of portfolio financial information and grouping work.

Content

Work is managed in portfolios, which allow you to review many aspects of projects/work. This course covers creating and editing work portfolios, the Work Portfolio View screen, and how to work with financial information in the Portfolio View.