Project Portal Tool
On this page:
Overview
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
WorkFlows
- New Projects: All new projects go through the ROM and WPT process for approval
- Approved - Minor Work: Data tabs that need to be updated: Summary, Phases
- Approved - Non PMO: Data tabs that need to be updated: Summary, Phases, Resources, Financials
- Approved - PMO: Data tabs that need to be updated: Summary, Phases, Resources, Financials, Risks, Status, Scorecards
- 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
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
URL's
Project Portfolio Tool - https://istprojectportal.mendixcloud.com/index2.html
MIT Time Collection Tool - https://mittimecollection.mendixcloud.com/index2.html
Time Collection Documentation - https://kb.mit.edu/confluence/display/hd/Time+Collection+Tool