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Portfolio Planning Worksheets

 
Portfolio Planning Worksheets can be used to create an overview of upcoming projects across any range of years you specify. The potential projects can be entered directly within the worksheet or can be links to Initiatives. Costs or revenue can be analyzed, projects can be assigned to managers and custom metrics can be used to compare projects side by side. Unlimited revisions to worksheets let you create what-if scenarios. When a plan is approved, the records needed to begin building are automatically created for you in the project management modules of PMWeb. No duplicate data entry is required, transcription errors are eliminated, and the Portfolio Planning Worksheet acts as an audit trail.
 
Portfolio Planning Worksheets
1

Portfolio Plan Header Toolbar

1. Portfolio Plan Header Toolbar
2

Portfolio Plan Header Fields

2. Portfolio Plan Header Fields
3

Portfolio Plan Details Tab Toolbar

3. Portfolio Plan Details Tab Toolbar
4

Portfolio Plan Details Table

4. Portfolio Plan Details Table
5

Portfolio Plan Funding History

5. Portfolio Plan Funding History
6

Specifications Tab

6. Specifications Tab
7

Notes Tab

7. Notes Tab
8

Attachments Tab

8. Attachments Tab
9

Clauses Tab

9. Clauses Tab
10

Workflow Tab

10. Workflow Tab
11

Notifications Tab

11. Notifications Tab