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Project Portal Tool

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This documentation provides instructions on how to use IS&T’s internal PPM tool. The Tool allows project managers and directors to allocate resources and analyze current and future IS&T projects. The functions and capabilities of the tool are:

  • Create and submit ROMs to WPT
  • Create a budget
  • Create purchase orders
  • Create status reports
  • Add resources to projects
  • Add project risk
  • Add attachments
  • Update status and scorecards
  • Manage the portfolio with high level diagrams and charts
  • Export data to excel
  • Allocate resources to operational work


  1. New Projects: All new projects go through the ROM and WPT process for approval
  2. Approved - Minor Work: Data tabs that need to be updated: Summary, Phases
  3. Approved - Non PMO: Data tabs that need to be updated: Summary, Phases, Resources, Financials
  4. Approved - PMO: Data tabs that need to be updated: Summary, Phases, Resources, Financials, Risks, Status, Scorecards
  5. Time Collection: Managers add budgets and resources mapped to budgets in the Project Portfolio Tool; Resources use MIT Time Collection tool to add their project and non-project time.

User Guides

ROM - Create and submit a ROM

Financials - How to add budget items

Resources - How to add project resources

Summary - How to update project landing page

Phases - How to update project schedule

Risks and Escalations - How to add project risk and escalate issues

Scorecards - How to complete a scorecard and update status

Close - How to end a project


Project Portfolio Tool -

MIT Time Collection Tool -

Time Collection Documentation -

IS&T Contributions

Documentation and information provided by IS&T staff members

Last Modified:

June 02, 2017

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