Portfolio management in Antura

In this training, you'll learn how to use Antura to manage decisions as well as control and follow up on projects at an aggregated level.

We go through how portfolios, programs, and organizational units can be used both for tracking and for access control, as well as how system features can be used in views and reports.

The target group can vary depending on the organization but is usually portfolio owners, managers, and leadership as well as project offices. System administrators can also benefit from the training.

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Training objectives

  • Understand the overall structure of the system and its basic components
  • Understand groups and permissions in the system and be able to manage permissions at the portfolio level
  • Understand the basics of the project model and its significance in the system
  • Be able to create and manage projects, portfolios, programs, and organizational units
  • Be able to prioritize projects and work with decision overviews
  • Be able to generate and interpret reports and charts

What the training covers

  • Purpose of Portfolio Management
  • System Overview
  • Management of Portfolio, Program, Organizational Unit
  • System Features
  • Create New Projects
  • Permissions and Groups
  • Decision Management
  • Funnel
  • Follow-up in Views, Reports, Dashboards, and Charts

Time required

  • 1 day

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