Getting to know your role as

Project Managers

Projects Overview (02:53)

Projects Leadership Reporting (13:06)

Intake Reporting (03:23)

Innovation Reporting (03:07)

Projects

Creating a new project

Create a new project (00:30)

Build a new project from an existing schedule or template (06:59)

Capture project key dates (05:53)

Identify project deliverables (05:57)

Create project resource requests (05:37)

Record the project budget (05:10)

Synchronise Planner Premium Task Assignments with the Altus app (03:04)

Downloadable Job Aid (2-min read)

Lab Worksheet: Examples (real-world)

Downloadable Job Aid (Resource Req)

Creating the project schedule using the built-in scheduler

Identify work using the Timeline view in the built-in scheduler (26.24)

Identify work using the Board view in the built-in scheduler (09:16)

Establish dependencies in the built-in scheduler (05:32)

Assign resources in the built-in scheduler (07:08)

Estimate the work in the built-in scheduler (03:12)

Maintain project baselines (05:06)

Create a resource plan from the project schedule (04:01)

Downloadable Job Aid (20-min read)

Lab Worksheet: Examples (real-world)

Completing the project plan

Confirm planned project key dates and deliverables (05:29)

Define the project financial forecast (04:21)

Update and submit project resource requests (09:46)

Advance the project to the next stage (02:20)

Access the project in Microsoft Teams (02:30)

Downloadable Job Aid (5-min read)

Lab Worksheet: Examples (real-world)

Downloadable Job Aid (Resource Req)

Collaborating on project support items

Manage project issues (02:25)

Manage project risks (03:26)

Track project decisions (03:55)

Record and manage project change requests (03:48)

Capture project lessons learned (02:17)

Manage project documents (03:50)

Downloadable Job Aid (15-min read)

Lab Worksheet: Examples (real-world)

Tracking project progress

Update schedule (02:49)

Validate key dates and deliverables (05:14)

Monitor project dates and support items (03:03)

Update project costs (03:55)

Align project resource requests to the project schedule (04:34)

Set project KPIs and compose status narratives (05:33)

View and verify project status report (02:32)

Downloadable Job Aid (10-min read)

Lab Worksheet: Examples (real-world)

Closing a project

Close out remaining work (02:32)

Complete project key dates and deliverables (03:53)

Reconcile project financials (04:00)

Finalise project artefacts (02:28)

Advance the project to the next stage (02:28)

Produce final project status report (04:04)

Harvest project lessons learned (02:23)

Downloadable Job Aid (5-min read)

Lab Worksheet: Examples (real-world)

Managing the relationship between strategy and execution

Manage the relationship between strategy and execution (02:35)

Downloadable Job Aid (2-min read)

Lab Worksheet: Examples (real-world)

Project administration

Project administration (05:15)

Downloadable Job Aid (2-min read)

Using the 'Altus for (Microsoft) Project' feature

Integrate a Microsoft Project Plan (MPP) in the Altus app (03:35)

Incorporate Altus Resources in the Microsoft Project Plan (MPP) (02:37)

Import approved timesheet actuals into the Microsoft Project Plan (MPP) (02:24)

Disconnect a Microsoft Project Plan (MPP) from the Altus app (02:24)

Create a resource plan from the project schedule (04:01)

Add-in activation instructions here

Access End User Guide (20-min read)

Using the 'Altus for (Microsoft) Word' feature

Connect the Microsoft Word app with the Altus app (02:05)

Synchronise Altus Information in a Microsoft Word Document (06:46)

Maintain Document Templates with Altus Information (02:14)

Access End User Guide (20-min read)

Portfolios

Creating and maintaining ideas

Create and maintain ideas (03:06)

Manage the ideas process flow (03:06)

Downloadable Job Aid (5-min read)

Lab Worksheet: Examples (real-world)

Creating and managing proposals

Create and maintain proposals (04:45)

Define proposal resource requirements (04:56)

Manage the proposal approval process (03:08)

Downloadable Job Aid (5-min read)

Lab Worksheet: Examples (real-world)

Downloadable Job Aid (Resource Req)

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