BOT International
Contact | Demo | Site Map
Home | Contact | Request a demo
About | Management
Processes On Demand | Benefits | FAQs | Request a demo
Services | Consulting | Training | Support
Partners | Contact

Portfolio Management Process

Project Management Process, PMBOK, SDLC, PMO, SOX Compliance

Portfolio Management Process

The Processes On Demand portfolio management process is a best practice for management of the projects and programs of the portfolio. The portfolio management process steps include:

  • Portfolio Management Process
    • Identification
    • Categorization
    • Evaluation
    • Selection
    • Prioritization
    • Balancing
    • Authorization
    • Review and Reporting
    • Strategic Change
  • Governance Process
    • Consultation
    • Preparation
    • Selection
  • Portfolio Management Dashboards
    • Status Summary View
    • Gantt View
    • Cost View
    • Risk view

Some organizations already have a project portfolio management (PPM) reporting tool or application such as a vendor product offering or in-house developed system. While the PPM tool or application provides the needed project scheduling, portfolio management, and reporting functionality; it usually does not provide a documented narration of the portfolio management and governance processes or visual workflows of the process steps. The Processes On Demand portfolio management process addresses this requirement as well as provides other useful information such as process step overviews, management guidance, available tools and resources, and process step outputs linked to work templates or the functional application for the process.


"We thought we had a portfolio management process since we purchased a portfolio management system. We were wrong. We still had quite a bit of work to do. The Processes On Demand portfolio management process provided us with an easy to use process that works with our PPM system that we can all access and abide by." - Project Management Office Manager

PMO Processes
PMO Templates
PMO Dashboards
PMO Learning