Create and update resource requests in the resource plan

Set project KPIs and compose status narratives

Build a new project from an existing schedule in external tools

Drill-through Project insights 

Drill-through Strategy Insights

Drill-through Work insights

Altus app Overview

Create and edit strategic themes

Create strategic goals within strategic themes

Associate benefits with strategic goals and delivery initiatives

Capture benefit outputs and outcomes

Define and update benefit metrics

Track existing benefits

Define a new portfolio and program

Identify portfolio and program stakeholders

Manage program issues

Manage portfolio and program risks

Track portfolio and program decisions

Record and manage program change requests

Document portfolio and program constraints

Capture portfolio and program assumptions

Capture program lessons learned

Manage portfolio and program documents

Describe roll-up portfolio and program progress 

Set program KPIs and compose status narratives

Generate and share the portfolio and program status report

Update portfolio and program support item associations

Update the portfolio and program status

Delete a portfolio or a program

Capture project, portfolio, and program benefits

Manage project issues

Create and submit ideas for innovation

Create and submit project proposals

Approve or reject project proposals

Capture project key dates 

Create a resource plan from the schedule

Build and manage the project group for collaboration

Identify work using the Timeline view

Record and update the project budget

Identify work using the Board view

Establish task dependencies

Assign bookable resources to tasks

Set reportable project baselines for variance tracking

Define and adjust the project financial forecast

Import forecast labour cost from resource plan

Create project override sell rates

Advance the project to the next stage

Track project decisions 

Record and manage project change requests 

Capture project lessons learned 

Manage project documents 

Update and validate actual cost monthly

Track project deliverables

Align project resource requests to the project schedule

Generate and share the project status report 

 Associate projects, programs, and portfolios to strategic goals

Connect the Microsoft Word app with the Altus app

Synchronise Altus Information in a Microsoft Word Document

Maintain Document Templates with Altus Information 

Describe the default roles and security models in Altus

Close out a project

Delete a project record

Create and share project views

Create and define bookable resources

Associate sync external resources to named resources 

Bulk edit multiple bookable resources

Set up and update resource rates

Set-up and maintain calendars

Review and commit work resources to projects

Identify and resolve resource overallocations

Review and approve submitted timesheets

Act as a timesheet delegate

Track timesheet compliance and work variance

Describe special cases and permissions chart

Update the status of 'My Active Issues' items

Maintain project documents in the collaboration space

Update the status of 'My Active Change Requests' items

Update the statue of 'My Lessons' items 

Set up a custom security role by copying a default role

Set up security groups (teams) via Power Platform admin centre

Implement Azure Active Directory (AAD) synchronisation

Grant ‘Member’ access to Power BI Workspace for Insights 

Set up and maintain project types

Set up and maintain financial categories

Set up and maintain sync with external execution tools

Set up timesheet periods and maintain related settings

Capture portfolio and program key dates

Associate related programs and projects to a portfolio

Manage project risks 

Evaluate initiatives against the evaluation criteria

Gathering Altus Insights with Power BI

Perform a prioritisation exercise

Create a prioritisation model

Define the organisation's evaluation criteria

Define the evaluation criteria categories

Track progress using timesheets

Explore your 'My Work' dashboard

Creating dependencies between projects

Perform an optimisation exercise

Managing Delivery Initiatives - Ideas

Important Notes

Choose your own adventure

Find lessons tailored to what you do in Altus whether you're an administrator or standard user. 

Explore lessons by role

Follow these step‑by‑step Altus checklists, check items off as you go, and see your onboarding progress at a glance.

Tick-as-you-go

Short, scrollable reels - one Altus tip at a time, perfect for quick wins when you’ve only got under a minute. 

Scroll 'n' Learn

Learn the basics of navigating Altus and setting up your first key data and processes.

Getting Started

View dashboards and reports that provide actionable insights across strategy, initiatives, and resources.

Insights Reporting

Define, align, and analyse strategic themes, goals, benefits, and priorities to guide decision‑making.

Strategy

Setting up and maintaining strategic themes and goals

Capturing and maintaining benefits

Implementing a prioritisation process

Implementing an optimisation process

Group and manage related initiatives to track progress, alignment, and outcomes at scale.

Initiatives ⟩ Portfolios and Programs

Setting up a portfolios and programs

Collaborating on portfolio and program documents and support items

Tracking portfolio-program status and reporting

Portfolio and Program administration

Plan, track, and manage individual projects, including timelines, finances, and resourcing.

Initiatives ⟩ Projects

Setting up a project

Maintaining a project schedule

Linking a schedule from external execution tools

Tracking project financials

Maintaining a project resource plan

Collaborating on project documents and support items

Tracking project progress and reporting

Project administration

Using the Altus for Microsoft Word app

Managing interproject dependencies

Manage operational and non‑project work alongside initiatives for complete visibility.

Initiatives ⟩ Work

Collaborating on work documents and support items

Tracking work progress and reporting

Create and assess proposed initiatives before approval and delivery.

Initiatives ⟩ Proposals

Setting up and maintaining ideas for innovation

Capture, evaluate, and prioritise new ideas to feed your initiative pipeline.

Initiatives ⟩ Ideas

Setting up and maintaining challenges for innovation

Plan, allocate, and track resource capacity, skills, and availability.

Resources

Maintaining bookable resources and calendars

Managing resource capacity and demand

Managing Timesheets

Configure system settings, security, and reference data to support your organisation.

Administration

Managing users and security permissions

Managing system and configuration settings

Altus Technical Docs

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