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Topics: PMO, Portfolio Management
What tools do you use in your daily life of a project portfolio manager?
Network:126



Hi guys,
I am a junior project portfolio manager, I would like to improve my way of work. there is a PPM software in my company, but I mostly use excel worksheets for budget tracking, resource management, etc.. and another excel dashboard to summarize all information I have. I feel like I spend most of my time on updating, sanity check, etc. and lesser time in portfolio analysis and optimization. Which is my question: What tools do you use in your daily life of a project portfolio manager?

Best Regards,

Nambi
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Network:72631



If you use Excel, Nambi, you will be consistently working on feeding your spreadsheets. Even if you were to automate the feeds, they would have to be custom-developed and require ongoing maintenance.

You should look at using a tool as Entry's TeamHeadquarters that can roll up costs and resources across all your projects and programs. Not only will the tool save you all that effort but it will provide you with the analytics to do what you are meant to do.
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1 reply by Tim PM
Oct 09, 2017 4:33 AM
Tim PM
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Hi Stephane, are you using TeamHeadquarters currently? I just wonder how well it actually works, for instance its claim that it can "Import to and from MS Project with ease."

Regards
Network:2681



We use ITM Platform and I also use Teamwork PM, but I wouldn't say either of them are designed particularly for portfolio management. I agree that something that can roll up data across multiple projects and present a consolidated view will be a great help - that and getting your team members to capture the data themselves in real time to save you a job.
Network:194



Oct 04, 2017 8:52 AM
Replying to Stéphane Parent
...
If you use Excel, Nambi, you will be consistently working on feeding your spreadsheets. Even if you were to automate the feeds, they would have to be custom-developed and require ongoing maintenance.

You should look at using a tool as Entry's TeamHeadquarters that can roll up costs and resources across all your projects and programs. Not only will the tool save you all that effort but it will provide you with the analytics to do what you are meant to do.
Hi Stephane, are you using TeamHeadquarters currently? I just wonder how well it actually works, for instance its claim that it can "Import to and from MS Project with ease."

Regards
...
1 reply by Stéphane Parent
Oct 09, 2017 7:17 AM
Stéphane Parent
...
Yes, Tim, we use THQ across our accounts and projects. I have not used the Project import/export but can probably try it.

Please note that, for us, the importance is more on the enterprise picture it gives us, especially our staff, than the projects.
Network:72631



Oct 09, 2017 4:33 AM
Replying to Tim PM
...
Hi Stephane, are you using TeamHeadquarters currently? I just wonder how well it actually works, for instance its claim that it can "Import to and from MS Project with ease."

Regards
Yes, Tim, we use THQ across our accounts and projects. I have not used the Project import/export but can probably try it.

Please note that, for us, the importance is more on the enterprise picture it gives us, especially our staff, than the projects.
...
1 reply by Tim PM
Oct 10, 2017 12:12 PM
Tim PM
...
Thanks Stephane, if you do happen to try out the MSP import/export I'd be very interested to hear how successful it is, few systems seem to have that capability working well.

Tim
Network:1000



My colleagues use Excel and Smartsheet.
Network:194



Oct 09, 2017 7:17 AM
Replying to Stéphane Parent
...
Yes, Tim, we use THQ across our accounts and projects. I have not used the Project import/export but can probably try it.

Please note that, for us, the importance is more on the enterprise picture it gives us, especially our staff, than the projects.
Thanks Stephane, if you do happen to try out the MSP import/export I'd be very interested to hear how successful it is, few systems seem to have that capability working well.

Tim
Network:72631



I tried to follow the instructions given in this video.

It looks like my version of THQ might not support MS Project export. I was, however, able to import tasks from a Project file.
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1 reply by Tim PM
Oct 17, 2017 4:21 AM
Tim PM
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Thanks Stephane, I emailed them last Weds to ask about which versions of the software & which versions of MS Project are needed for this feature. I'll update this when I get a reply.
Network:194



Oct 10, 2017 12:39 PM
Replying to Stéphane Parent
...
I tried to follow the instructions given in this video.

It looks like my version of THQ might not support MS Project export. I was, however, able to import tasks from a Project file.
Thanks Stephane, I emailed them last Weds to ask about which versions of the software & which versions of MS Project are needed for this feature. I'll update this when I get a reply.
Network:72631



That would be good, Tim. I might use it as leverage to get our version updated.

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