Use Categories to Increase Insight into Your Project Portfolio

Project portfolio reviews require processing a lot of information and PMs are always looking for ways to streamline the process. One strategy that can make portfolio reviews more useful and effective is to assign a category to every initiative.

When projects are tagged with multiple categories, you can define the filter to fit the needs of different stakeholder groups. The executive team, for example, may want to understand which projects are still in the planning stages, are sponsored by the manufacturing division, are high priority, and have a current budget estimate of more than $4 million.

Having the

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