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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 video is a short introduction to Portfolio Manager, Info-Tech's Do-It-Yourself project portfolio reporting 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 8-minute video walks through the installation of the Portfolio Manager templates.
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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 2-minute video introduces the 4 layers of the Portfolio Manager solution.
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This video is a 9-minute demonstration of incorporating your own data into Portfolio Manager's templates.
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This video is a quick 2-minute overview of the Roles needed for success with the Portfolio Manager templates.
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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 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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