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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
Initiatives > Projects
Managing Delivery Initiatives - ProjectsNavigate the All Active Projects - Timeline view
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Managing Delivery Initiatives - Proposals
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Managing Delivery Initiatives - Ideas
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Managing Delivery Initiatives - WorkExplore the 'My Work' homepage
Strategy
Navigate the Strategy area

Role > Strategy Managers

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

Setting up strategic themes and goals

  • Create and edit strategic themes
  • Create strategic goals within strategic themes
  • Associate projects, programs, and portfolios to strategic goals

Capturing and tracking benefits

  • Capture project, portfolio, and program benefits
  • Associate benefits with strategic goals and delivery initiatives
  • Capture benefit outputs and outcomes
  • Define and update benefit metrics
  • Track existing benefits

Implementing a prioritisation process

  • Describe the requirements for the prioritisation process
  • Define the evaluation criteria categories
  • Define the organisation's evaluation criteria
  • Evaluate initiatives against the evaluation criteria
  • Create a prioritisation model
  • Perform a prioritisation exercise
  • Perform an optimisation exercise



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