Portfolios & Programs - Training Exercises

  1. Check and Understand the Project's Progress
  2. Find and Manage Exceptions (e.g., issues, risks)
  3. Re-Plan the Project

Essentials

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