Project Management Office
Topics
Types of Content
Portfolio Manager IntroductionThis video is a short introduction to Portfolio Manager, Info-Tech's Do-It-Yourself project portfolio reporting templates. |
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Portfolio Manager: What's New in 2026?This 4-minute video is a review of the Portfolio Manager enhancements introduced for 2026. |
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Portfolio Manager InstallThis 8-minute video walks through the installation of the Portfolio Manager templates. |
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Portfolio Manager: Report WalkthroughThis is a 7-minute review of the base reports and dashboards in the Portfolio Manager templates. |
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Portfolio Manager: Solution ArchitectureThis 2-minute video introduces the 4 layers of the Portfolio Manager solution. |
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Portfolio Manager: Bring Your DataThis video is a 9-minute demonstration of incorporating your own data into Portfolio Manager's templates. |
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Portfolio Manager: RolesThis video is a quick 2-minute overview of the Roles needed for success with the Portfolio Manager templates. |
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Portfolio Manager 2.0This is a set of ready-to-implement reporting templates for the smaller PMO. |
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Portfolio Manager: Extend to 48 Months (zip)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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Portfolio Manager: Currency ChangeThis video explains how to change the reporting currency in Portfolio Manager in 9 minutes. |
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