Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.

Audit Standard Triage Tool

This tool should be used as a current state analysis of your project portfolio practices. Use the results to determine if further assessment is needed.

Audit the Project Portfolio – Phase 3: Establish a Plan

This phase of the blueprint, Audit the Project Portfolio, will help you create an action plan to move forward with the information you learned from this audit.

Project Portfolio Audit Tool

This tool should be used to conduct the audit of your chosen projects and portfolios.

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

Atlassian Embraces Continually Changing Plans With Portfolio for Jira Server and Data Center 3.0

Atlassian embraces the reality that roadmaps and plans are living, breathing, and continually changing.

Enterprise IT Shifting Focus to Resource Management, Data Shows

As enterprise IT organizations are trending towards resource management offices, they are signaling the need for improved resource management usefulness from top PPM vendors.

VirtoSoftware Takes a Shot at Simple Portfolio-Level Resource Management

VirtoSoftware, a company that focuses on creating add-ons for SharePoint and Office 365, has introduced product that intends to bring simple resource management to your...

Deliver Project Value With a Benefits Legitimacy Initiative – Phase 1: Establish Benefits Legitimacy During Portfolio Intake

This phase of the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, will help you establish effective benefits articulation and estimating practices...

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...
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