The portfolio manager is responsible for ensuring that work identified in the One-Year Annual Plan is accounted for in the portfolio. This includes managing the intake process for adding projects to the portfolio, the scheduling of projects, portfolio budgeting and monitoring, and resource planning and costing.

A project manager is responsible for the successful delivery of projects. This includes the initiation, planning, execution, monitoring, controlling, and closing of assigned projects.

Functional business leaders bring ideas and project requests forward. They work with the portfolio management and project management teams throughout the duration of the project.

Depending on the project, additional resources may be required. Often Business Analysis and/or training expertise is required in the successful delivery of projects.