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Altus app OverviewNavigation Tips, Hints, and TricksNavigating the Built-in Help Use the Altus for Teams appUnlocking of Terms (Glossary)
Insights Reporting
Gathering Altus Insights with Power BIDrill-through Strategy InsightsDrill-through Portfolio and Program insightsDrill-through Project insights Drill-through Work insights
Learn Altus by Role
Choose your own adventureRole > Project ManagersRole > Portfolio-Program ManagersRole > Strategy Managers
Initiatives > Portfolios and Programs
Managing Delivery Initiatives - Portfolios and Programs
Setting up a portfolios and programs
Define a new portfolio and programCapture portfolio and program key datesIdentify portfolio and program stakeholdersAssociate related programs and projects to a portfolio
Collaborating on portfolio and program documents and support items
Manage program issuesManage portfolio and program risksTrack portfolio and program decisionsRecord and manage program change requestsDocument portfolio and program constraintsCapture portfolio and program assumptionsCapture program lessons learnedManage portfolio and program documents
Tracking portfolio-program status and reporting
Describe roll-up portfolio and program progress Set program KPIs and compose status narrativesGenerate and share the portfolio and program status report
Portfolio and Program administration
Update the portfolio and program statusUpdate portfolio and program support item associationsDelete a portfolio or a program
Initiatives > Projects
Managing Delivery Initiatives - ProjectsNavigate the All Active Projects - Timeline view
Setting up a project
Create and define a new projectBuild a new project from an existing schedule in external toolsCapture project key dates Build and manage the project group for collaboration
Maintaining a project schedule
Identify work using the Timeline viewIdentify work using the Board viewEstablish task dependenciesAssign bookable resources to tasksSet reportable project baselines for variance trackingTrack task progress and variance in the schedule
Linking a schedule from external execution tools
Synchronise Planner Premium Task Assignments with the Altus appIntegrate a Microsoft Project Plan (MPP) in the Altus appIncorporate Altus Resources in the Microsoft Project Plan (MPP)Import approved timesheet actuals into the Microsoft Project Plan (MPP)Disconnect a Microsoft Project Plan (MPP) from the Altus app
Tracking project financials
Record and update the project budgetDefine and adjust the project financial forecastUpdate and validate actual cost monthly
Maintaining a project resource plan
Create and update resource requests in the resource planCreate a resource plan from the scheduleAlign project resource requests to the project schedule
Collaborating on project documents and support items
Track project deliverablesManage project issuesManage project risks Track project decisions Record and manage project change requests Capture project lessons learned Manage project documents
Tracking project progress and reporting
Set project KPIs and compose status narratives
Using the Altus for Microsoft Word app
Connect the Microsoft Word app with the Altus appSynchronise Altus Information in a Microsoft Word DocumentMaintain Document Templates with Altus Information
Managing interproject dependencies
Creating dependencies between projects
Initiatives > Proposals
Managing Delivery Initiatives - Proposals
Setting up and maintaining ideas for innovation
Create and launch business challenges for innovationCreate and submit ideas for innovation
Initiatives > Ideas
Managing Delivery Initiatives - Ideas
Setting up and maintaining challenges for innovation
Create and submit project proposalsApprove or reject project proposals
Initiatives > Work
Managing Delivery Initiatives - WorkExplore the 'My Work' homepage
Strategy
Navigate the Strategy area
Setting up and maintaining strategic themes and goals
Create and edit strategic themesCreate strategic goals within strategic themes Associate projects, programs, and portfolios to strategic goals
Capturing and maintaining benefits
Capture project, portfolio, and program benefitsAssociate benefits with strategic goals and delivery initiativesCapture benefit outputs and outcomesDefine and update benefit metricsTrack existing benefits
Implementing a prioritisation process
Describe the requirements for the prioritisation processDefine the evaluation criteria categoriesDefine the organisation's evaluation criteriaEvaluate initiatives against the evaluation criteriaCreate a prioritisation modelPerform a prioritisation exercise
Implementing an optimisation process
Perform an optimisation exercise

Role > Portfolio-Program Managers

If you’re a Portfolio or Program Manager, or have similar responsibilities, this section is for you. Learn how to use Altus and access resources tailored to your role.

Setting up a new portfolio or program

  • Define a new portfolio and program
  • Define a new portfolio and program
  • Identify portfolio and program stakeholders
  • Associate related programs and projects to a portfolio
  • Update the portfolio and program status
  • Update portfolio and program support item associations
  • Delete a portfolio or a program

Collaborating on supporting artefacts

  • 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

Tracking portfolio-program performance

  • Describe roll-up portfolio and program progress
  • Set program KPIs and compose status narratives
  • Generate and share the portfolio and program status report

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