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Manage Your Project Portfolio by Johanna Rothman

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See the High- and Low-Level Views

Just as you want to see your calendar in high-level views (yearly and monthly) and in more detailed views (weekly and daily), you’ll need to look at your portfolio the same way. Sometimes, you need to see the big picture for the whole organization to see where people are working. Sometimes, you need to see the details to understand who is doing what and when.

Throughout this book we’ll look at a variety of tools for working with the information you store in your portfolio. You often have to decide whether you need to take a high-level look at your portfolio to get a feel for all of the projects you have working or a low-level view that shows you more of the details but less of the overall pattern.

The following ...

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