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.
