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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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