Try It!


We review and validate that the high-level key dates remain aligned, and take appropriate actions as required. When variances are identified, we will need to review them with the stakeholders and either work with the appropriate project managers to adjust the detailed project schedules to better align to expectations or adjust the key dates to reflect the current status.


To review, validate and update portfolio or program key dates:

1. Open the Key Dates tab for the current portfolio (or program) and compare the approved dates to the current Leadership Insights status report.
   
   
2. If the approved Key Date is different than report, select the pencil icon (or double click the Key Date card).
   
   
3. Update the Date to reflect the current report.
   
   
4. Add any additional details in the Description field to better describe the new Key Date.
   
   
5. Set the Status as appropriate based on how much the date has changed from the original expectation.
   
   

Download Job Aid: Understanding Portfolio/Program Status

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}