Problem this addresses
- Project updates arrive in different formats, making it difficult to compare progress, risk, ownership, and budget across the portfolio.
Project Portfolio Management Setup
Set up project registers, decision views, and reporting for responsible managers.
For teams that need a consistent portfolio management workbook and process.
$730-$2,435 price guideFinal scope and total confirmed before payment.
- Written deliverables and exclusions
- Customer-controlled access
- Testing and handover record
Delivery workspaceSample project · no customer data
Project active
Project scope
Delivery plan and acceptance record
In deliveryRequired resultWritten and agreedChecked
Access neededNamed user · least permissionPending
Acceptance checksExamples listed before buildPending
Handover and supportTiming shown in the quotePending
1Source information matches the approved sample
2Result is repeatable by the named owner
3Failure and recovery steps are documented
4Handover notes are ready
Project Portfolio Management Setup: problem, scope, and checks.
A defined portfolio structure with agreed project fields, health rules, management views, and handover instructions.
Included scope
- Agree portfolio fields, health definitions, and review cadence
- Build the project register, summary views, and decision dashboard
- Test known project examples and exception cases
- Document ownership, refresh, and change control
What is checked or delivered
- A consistent project portfolio workbook and review workflow
Fit and boundaries
- Small project teams and owners with a named sponsor and a bounded portfolio.
- Enterprise programme governance, unrestricted document storage, regulated approval authority, or replacing full portfolio-management software.
From request to handover
4 visible stages keep the work, decision, and responsibility clear.
Start your request- 1
Step 1
Confirm portfolio size, decision questions, definitions, and owners
- 2
Step 2
Agree the written setup scope, price, and acceptance checks
- 3
Step 3
Build and test the register and management views
- 4
Step 4
Complete owner review and deliver refresh and change instructions
What you receive
A finished result with a usable handover—not an unexplained file.
Written scope
The result, inclusions, exclusions, price, timing, and checks are agreed before work.
Tested delivery
The completed work is checked against the examples and acceptance points in the scope.
Handover and support
You receive operating notes, ownership details, and the exact included support period.
Price and control
Nothing starts until the written quote is clear.
The price shown is a guide. Your quote states the exact work, outside costs, payment schedule, timing, access, change process, and support before you decide.