Important Notes

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Start here ⟩Role ⟩ Project Managers Role ⟩ Portfolio-Program Managers Role > Strategy Managers Role ⟩ Team Members Role ⟩ Resource Managers Role ⟩ Administrators

Getting Started

Altus app Overview Navigation Tips, Hints, and Tricks Navigating the Built-in Help Use the Altus for Teams app Unlocking of Terms (Glossary)Upgrading from Project Online to Altus

Insights Reporting

Gathering Altus Insights with Power BI Drill-through Strategy Insights Drill-through Portfolio and Program insights Drill-through Project insights Drill-through Resources insights Drill-through Work insights

Strategy

Navigate the Strategy area

Setting up and maintaining 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 maintaining 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 Prioritisation FAQ

Implementing an optimisation process

New article nl 166 Perform an optimisation exercise

Initiatives ⟩ Portfolios and Programs

Managing Delivery Initiatives - Portfolios and Programs

Setting up a portfolios and programs

Define a new portfolio and program Capture portfolio and program key dates Identify portfolio and program stakeholders Associate related programs and projects to a portfolio

Collaborating on portfolio and program documents and support items

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 status and reporting

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

Portfolio administration

Update the portfolio and program status Update portfolio and program support item associations Delete a portfolio or a program

Initiatives ⟩ Projects

Managing Delivery Initiatives - Projects Navigate the All Active Projects - Timeline view

Setting up a project

Create and define a new project Build a new project from an existing schedule in external tools Capture project key dates Build and manage the project group for collaboration

Maintaining a project schedule

Task Management Views: Board and Timeline Identify work using the Timeline view Identify work using the Board view Establish task dependencies Assign bookable resources to tasks Set reportable project baselines for variance tracking Track task progress and variance in the schedule

Linking a schedule from external execution tools

Synchronise Planner Premium Task Assignments with the Altus app Integrate a Microsoft Project Plan (MPP) in the Altus app Incorporate Altus Resources in the Microsoft Project Plan (MPP)Publish Microsoft Project Cost Information to Altus Financials 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 budget Define and adjust the project financial forecast Import forecast labour cost from resource plan Create project override sell rates Update and validate actual cost monthly Import actual cost from approved timesheets Track financial progress and variance

Maintaining a project resource plan

Create and update resource requests in the resource plan Create a resource plan from the schedule Align project resource requests to the project schedule

Collaborating on project documents and support items

Track project deliverables Manage project issues Manage 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 Generate and share the project status report

Project administration

Advance the project to the next stage Create and share project views Close out a project Delete a project record Export and Import Data in Altus (Lists and Registers)

Using the Altus for Microsoft Word app

Connect the Microsoft Word app with the Altus app Synchronise Altus Information in a Microsoft Word Document Maintain Document Templates with Altus Information

Managing interproject dependencies

Creating dependencies between projects

Initiatives ⟩ Work

Managing Delivery Initiatives - Work

Collaborating on work documents and support items

Maintain project documents in the collaboration space Update the statue of 'My Active Project Tasks' items Update the status of 'All Active Dependencies' items Update the status of 'My Active Deliverables' items Update the status of 'My Active Issues' items Update the status of 'My Active Risks' items Update the status of 'My Active Decisions' items Update the status of 'My Active Change Requests' items Update the statue of 'My Lessons' items

Tracking work progress and reporting

Explore your 'My Work' dashboard Track progress using timesheets

Initiatives ⟩ Proposals

Managing Delivery Initiatives - Proposals

Setting up and maintaining proposals for intake

Create and submit ideas for innovation

Initiatives ⟩ Ideas

Managing Delivery Initiatives - Ideas

Setting up and maintaining challenges for innovation

Create and submit project proposals Approve or reject project proposals

Resources

Navigate the Resources area

Maintaining bookable resources and calendars

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 Delete versus deactivate bookable resources

Managing resource capacity and demand

Review and commit work resources to projects Identify and resolve resource overallocations

Managing Timesheets

Review and approve submitted timesheets Act as a timesheet delegate Track timesheet compliance and work variance

Administration

Understanding administration boundaries in Altus

Managing users and security permissions

Describe the default roles and security models in Altus Set up security groups (teams) via Power Platform admin centre Manage user access via linked Microsoft 365 groups Set up a custom security role by copying a default role Describe special cases and permissions chart Implement Azure Active Directory (AAD) synchronisation Check effective user rights within a record Grant ‘Member’ access to Power BI Workspace for Insights Security Troubleshooting Playbook for Altus

Managing system and configuration settings

Set up and maintain sync with external execution tools Set up and maintain external projects Set up and maintain project types Set up and maintain financial categories Set up and maintain fiscal periods Set up timesheet periods and maintain related settings Set up and maintain non-project lines in timesheets Set up and maintain default configuration settings Top 10 critical configuration settings to review post-implementation Monitor product release notes and product roadmap Prepare for an Altus Release (Pre/Post Checklist)

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Access resources designed for the role that best matches your daily responsibilities.

Project Managers

Portfolio-Program Managers

Strategy Managers

Team Members

Resource Managers

Administrators

Last updated: 28-05-2026, 07:12

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