Microsoft Portfolio Architect

Portfolio Management takes an organization to the next step of success by managing programs and projects based on business goals and strategy. Wharton Computer Consulting provides the guidance and leadership needed to implement a portfolio management system by building on their Project Server. It requires careful planning and execution of the plan to make this happen. Once complete your organization will reap the benefits of well managed portfolio.

Portfolio Services Offered

  • Portfolio Planning and Design - Bringing real portfolio experience to the table in planning and designing portfolio workflows using Microsoft Project Server
  • Project Server Installation and Configuration - Installing and configuring Project Server and SharePoint servers the right way requires knowledge of networks, databases and project management practices.
  • Project Server Deployment - Defining a project pilot and running thru the workflows is critical for ensuring that the right configuration is in place for your organization.
  • Portfolio Support - We make the lives of project team members easier by assuming administrative chores for project scheduling, report production and distribution and support for the project management software.
  • Consulting and Mentoring - As your staff becomes familiar with project management, we provide remote consultants to help develop their skills on the job.
  • Portfolio Training - We use the Microsoft Official Curriculum courses for our training. MOC 2927 (managing a single project using Microsoft Project Professional 2007), MOC 5928 (managing multiple projects on the server), and MOC 5929 (managing projects in a program). SharePoint training available for project roles such as Executive, Resource Manager, and Team Resources.
  • Portfolio Customizations - We develop and create custom macros to enhance project management within your organization.
  • Portfolio Server Customizations - We develop custom SharePoint web parts, create project workflows or integrate project server data with LOB (Line of business).
  • Portfolio Report Customizations - Integrate the Project Server SDK reports and create additional reports for your company.
  • Portfolio Audit - Review your current PMO procedures and processes and make recommendations for improvements. Review your project schedules using the Project Schedule Conformance Index.
  • Portfolio Reports Customizations - Integrate the Project Server SDK reports and create additional reports for your company.

Portfolio Products coming in 2016

  • Portfolio Conformance Index - is an add-in for Microsoft Project that generates an index between 1 to 100. A score of 100 indicate that it is a recommended project schedule. The project schedule is weighed based on PMI's "The Practice Standard of Scheduling". Based on the company business rules the conformance index is created. There are so many scheduling rules that should be applied to a project schedule and this tool points out the weaknesses and how to correct them.
  • Portfolio Conformance Index for the Server - The same functionality as the Project Professional add-in, but runs on the server to review all your project schedules.
  • COMING SOON! Project 2016 Macro for the forgotten 2007 functions - The PERT entry sheet and other tools may be missing in the Project Professional 2010 version. This add-in brings them back!