New white paper: Portfolio Analysis with Microsoft Project Server 2010

I am very excited to announce the release of a great white paper written by Andrew Lavinsky from UMT Consulting Group, entitled Portfolio Analysis with Microsoft Project Server 2010, A Guide for the Business User. This 132 pages document is an easy read with lots of figures and diagrams that will explain in details the mechanism and functionality of portfolio analytics capabilities. Start you download!


This white paper is a comprehensive user guide for the Portfolio Analysis module of Microsoft Project Server 2010. The intended audience for this document is an experienced non-technical user or PMO administrator charged with analyzing portfolios of projects within Project Server 2010.This white paper assumes that the reader has a basic understanding of the mechanics of working with resource loaded projects within Microsoft Project Professional 2010.This white paper does not address the technical aspects of configuring Project Server 2010 to support Portfolio Analysis, that is, any of the functionality typically found on the Server Settings page of Microsoft Project Web App (with several minor exceptions as noted). This white paper does not address the implementation of workflow to support organizational Demand Management practices, including discussion of Project Detail Pages or Enterprise Project Types.

In other words, this white paper focuses primarily on the new functionality that is behind these three simple links on the Project Web App Quick Launch:

  • Driver Library
  • Driver Prioritization
  • Portfolio Analyses

High level table of content:

  1. Foreword
  2. Executive Summary
  3. Process Overview
  4. Preparing for Portfolio Analysis
  5. Defining the Portfolio
  6. Performing Cost Analysis
  7. Performing Resource Analysis
  8. Completing the Analysis
  9. Conclusion
  10. About the Author
  11. List of Figures
  12. List of Tables
  13. References
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