Key takeaways

In this module, learners explore the essentials of portfolio management and optimization. They learn how to create and manage portfolios, prepare business cases, and use the Portfolio Optimization tool to prioritize projects effectively. By the end, learners will be equipped to optimize project selection and management to align with company goals.

The following are some of the key takeaways from the module:

• Understand how to use the Portfolio Optimizer to compare projects based on criteria such as labor, expenses, risk, ROI, and alignment with portfolio goals.
• Learn the process of creating portfolios, including assigning a Portfolio Manager and managing access levels.
• Recognize the importance of preparing a comprehensive business case for each project to facilitate effective comparison and decision-making.
• Utilize filters in the Portfolio Optimization tool to focus on specific project statuses for streamlined comparisons.
• Align resource planning priorities with portfolio priorities to ensure consistency across tools.

Now it's time to measure how well you learned these lessons with a short quiz.