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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
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Strategy
Navigate the Strategy area

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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