Earn the Gold Project and Portfolio Management competency
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Earn the Gold Project and Portfolio Management competency

When you achieve the Microsoft Gold Project and Portfolio Management competency, you demonstrate greater value to your customers by showcasing best-in-class capabilities that have undergone a rigorous and auditable approval process.  Here you’ll find the steps and requirements that can put you on your way to earning valuable competency benefits.

Note: Stay up to date on upcoming changes to competency requirements and benefits. Review the changes, so you can ensure you will be in compliance by your next renewal date.

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Competency requirements are designed to closely align with customer needs. The following information is a comprehensive listing of the requirements your company must fulfill to attain the Gold Project and Portfolio Management competency. If you need assistance, contact your Regional Service Center.

1. Pass the qualifying exams

Your organization must employ or contract with four unique Microsoft Certified Professionals (MCPs) who have each passed the following exams:1
  • Exam 70-177: TS: Microsoft Project Server 2010, Configuring or Exam 74-344: Managing Programs and Projects with Project Server 2013
  • Exam 70-178: Microsoft Project 2010, Managing Projects or Exam 74-343: Managing Projects with Microsoft Project 2013
  • Exam 70-667: TS: Microsoft SharePoint 2010, Configuring (to be retired in October 2013) or Exam 70-331: Core Solutions of Microsoft SharePoint Server 2013
Resources and next steps:
  • Click the exam links in the preceding list to learn what skills are measured.
  • Find training to help you prepare.
  • Register for an exam at Prometric.
  • Chat with an exam expert in real time and get answers to your questions.

2. Meet the revenue commitment

Microsoft Partner Network members with a gold competency must meet a minimum revenue commitment based on geography and competency.
Resources and next steps:

3. Pass the sales and marketing assessment (available June 2013)

The sales and marketing assessment is tailored specifically to the Project and Portfolio Management competency.

Your company must employ or contract with two people in a sales or marketing role who have passed this assessment as of October 2013.

4. Pass the licensing overview assessment

The licensing overview assessment is the same for every competency that requires it.
Your company must employ or contract with one person who has passed the assessment (which then counts toward all gold competencies). If someone in your company is knowledgeable about Microsoft licensing, we suggest you have that person take the assessment.
Resources and next steps: 

5. Provide customer evidence

Customer references demonstrate your success at building and deploying solutions relevant to the Project and Portfolio Management competency. Approved references are valid for up to two years.

You must submit five unique2 customer references3 that feature products, technology, and services you have integrated or developed to align resources and business activities related to your enterprise project management (EPM) solution. Your solution must use Microsoft Project Standard 2013, Microsoft Project Standard 2010, Microsoft Project Professional 2013, Microsoft Project Professional 2010, Microsoft Project Server 2013, Microsoft Project Server 2010, Microsoft Project Pro for Office 365, Microsoft Project Online, or any combination of the listed technologies.

Each reference must feature a project that your organization has completed within the past 12 months and that can be verified with your customer. Review a sample customer reference email.

6. Gather customer feedback

Your company must use the Customer Satisfaction (CSAT) Index survey to measure performance and help drive customer satisfaction.
Resources and next steps:

7. Pay the gold competency fee

To complete your enrollment in the Gold Project and Portfolio Management competency, you must pay the gold competency fee.4


1Partner organizations can attain multiple gold competencies, and individual employees and contractors can take and pass multiple gold competency exams. However, if your organization employs or contracts with someone who holds multiple certifications, that person’s credentials will count toward only one gold competency.

2You can use customer references from your silver competency toward the corresponding gold competency. However, you cannot use the same reference to fulfill the requirements for more than one gold competency.

3After you have five references, your account administrator can assign them to your competency by clicking the Requirements and Assets menu and then clicking Create Customer References.

4The gold competency fee varies by geography. You must pay the gold competency fee one time per year—no matter how many competencies your organization has attained. If you attain a gold competency after first attaining a silver competency, then you pay only the difference between the two membership fees, unless you are within the 90-day renewal period, in which case the full membership fee is due.

​Next steps