Appendix D. Reports for Tracking Progress of Projects in Portfolio

This appendix provides tables and queries in support of the "Tracking the Status of the Portfolio via Use Cases" section in Chapter 8, "Leveraging Your Investment in Use Case CM in Project Portfolio Management."

Just as periodic checks of your stocks and bonds are important to see if they are growing as anticipated, so are periodic reviews of your portfolio of projects to see if they are progressing as planned. This appendix provides information on how to produce reports, such as those shown in Figures 8.3 and 8.4, which are useful for tracking the progress of large numbers of projects in the portfolio. These reports track the progress of projects in terms of the status of the use cases that make up each project.