Business rollout for portfolio managers

You come in after the Owner. When you finish, project managers have a place to put their projects and know how new work arrives. This is step 2 of Plan your Business rollout.

A Portfolio Manager sees every project in the workspace by default, so you can check what project managers build without being added to each project.

1. Create teams that match how work is really done. See create and manage teams.

2. Group projects into portfolios. See group projects into portfolios.

3. Set the goals the work serves. See track goals and OKRs.

4. Decide how new work arrives. An intake form collects requests in one place. The proposal pipeline with gate reviewers comes with Enterprise.

5. Agree what you will report on, then build it once: cross-project reports or a custom dashboard.

6. Invite your project managers. Invite your team, and send them their rollout page.

Back to Plan your Business rollout.