TaskRay Academy

Project Portfolio Management

Overseeing project portfolios is no small task–it about balancing the big picture with the details that keep everything on track. This course will equip you with the essential tools and strategies to streamline portfolio coordination, set impactful KPIs, and drive alignment with business goals.

Estimated time to complete the track: 1 hour and 30 minutes.

To access the modules, register/log in with your company email. At the end of the training, you will receive a certificate of completion. If you have any quesitons as you go through the modules, you can always reach us by emailing academy@taskray.com. Good luck!

Intro

Track overview: what to expect.

  1. 1. Project Portfolio Management: Track Overview

The TaskRay Interface

Overview of in-app views for overseeing and managing project plans.

  1. 2. Manage Projects in Plan View
  2. 3. Manage Projects in Spreadsheet View
  3. 4. Oversee Projects in Portfolio View

Analytics

Performance metrics are an essential element of effective portfolio management. This section covers strategic approaches to setting effective KPIs and reporting on them.

  1. 5. Project Portfolio KPIs: The Strategy
  2. 6. Reporting on KPIs

Wrap Up

You did it! For your final step, review the Wrap Up module and receive your certificate of completion.

  1. 7. Wrap Up & Get Certificate!

Resources

TaskRay offers many resources that you can use to stay up to date on all things TaskRay and request assistance whenever necessary. You can find all of those resources here: TaskRay Resources.