Introduction
Welcome
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What you should know before watching this course
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Using the exercise files
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1. Setting Up Portfolio Measures
Creating custom fields for portfolio criteria
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Building a dashboard view for portfolio projects
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Creating custom fields to calculate selection criteria
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Defining custom fields for risk measures
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2. Setting up Resource Planning
Setting up generic resources
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Adding named resources
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Adding skill sets to resources
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3. Building a List of Projects
Adding a new proposed project to the list
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Inserting active projects into the list
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Adding graphical indicators to the portfolio dashboard
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Flagging projects to include in portfolio analysis
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Adding projects to the active or backlog list
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4. Evaluating Projects for the Portfolio
Assigning generic resources to proposed projects
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Reviewing demand and availability for each skill set
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Building a resource demand vs availability report
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Building a rough schedule for the portfolio projects
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5. Managing the Portfolio
Replacing a proposed project with a project schedule
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Changing a project's status to complete
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Building a report for reviewing the portfolio
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Ex_Files_Portfolio_Microsoft_Project.zip
(2.2 MB)
Glossary_Selecting_Managing_Project_Portfolio.zip
(1000 KB)