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Manage Your Project Portfolio, 2nd Edition 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), consider visualizing your portfolio the same way. I use the big picture so I can see the whole organization to know where we have committed to projects. I use the low-level picture to understand who is doing what and when. I find the detailed view especially helpful when the managers try to start assigning teams instead of people to projects and when a team has urgent support work.

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 ...

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