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This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.
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This video is a 7-minute demonstration of how to roll over your resource allocations to a new year in Portfolio Manager.
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This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.
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This 22-minute video is a comprehensive walkthrough of the process needed to join two Excel files in Portfolio Manager in supporting a 48 month reporting horizon.
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This 8-minute video walks through the process for adding a new category column in Portfolio Manager.
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This zip file contains Excel and Power BI templates that act as a starting point for visualizing strategic roadmaps.
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The templates, slide deck, and videos are here to help you produce and publish a strategic roadmap when you lack the cost and benefits information needed for a conventional...
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This PowerPoint deck outlines the method to create a strategic roadmap without the cost and benefits information needed for a conventional project portfolio dashboard.
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A five-minute video that takes you through the steps to install the software from the Power BI zip file.
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A seven-minute video that introduces you to the key concepts of visualizing strategic roadmaps using Power BI.
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