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This is a 7-minute review of the base reports and dashboards in the Portfolio Manager templates.
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This 8-minute video walks through the installation of the Portfolio Manager templates.
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This 4-minute video is a review of the Portfolio Manager enhancements introduced for 2026.
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This video is a short introduction to Portfolio Manager, Info-Tech's Do-It-Yourself project portfolio reporting templates.
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This is a set of ready-to-implement reporting templates for the smaller PMO.
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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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This zip file contains Excel and Power BI templates that act as a starting point for visualizing strategic roadmaps.
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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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A five-minute video that takes you through the steps to install the software from the Power BI zip file.
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