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Pro rollout for portfolio managers

Pro planPortfolio Manager

You come in after the Owner. When you finish, project managers know how work is grouped, how new work arrives and what will be reported. This is step 2 of Plan your Pro 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. Decide how new work arrives. An intake form collects requests in one place. The proposal pipeline with gate reviewers comes with Enterprise.

  3. Agree what you will report on, then build it once: cross-project reports or a custom dashboard. Portfolios and goals come with Business.

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

Back to Plan your Pro rollout.