Portfolios & Programs - Training Exercises

Essentials

• Create a Portfolio and fill in the relevant fields. [Topic info]
• Create a child Program for the Portfolio and fill in the relevant fields. [Topic info]
• Change the Priority level to Medium in the portfolio and the program. [Topic info]
• In the Program's Documents tab, create a new MS Word document. [Topic info]
• Find the work assigned to you across projects from the main nav. [Topic info]
• Change the status of the work assigned to you. [Topic info]

Advanced

• In the Program's Status tab, change the field values. [Topic info]
• In the Program's Status Reports tab, create a draft status report. [Topic info]