Project portfolio management
Create a portfolio consolidating multiple projects.
Portfolio dashboard
Consolidated dashboard of a project portfolio — indicator, chart and table blocks, project selection through the scenario panel, cumulative values, draft and PDF export.
Arbitrations
Prioritize and arbitrate the projects of a portfolio according to their criteria (value, effort, risk) to support steering committee decisions.
Portfolio definition
Configure the project portfolio identity (name, description, classification) and the list of attached projects.
Portfolio members
Share a project portfolio and understand the roles (Owner, Reader) plus the roles propagated to the portfolio's projects.
Global planning
Consolidate and run the planning of all projects in a portfolio (multi-project Gantt): zoom, grouping, baselines, rollup, shift simulation.
Portfolio budget
Track the consolidated budget of a project portfolio, by project, by budget line and by period.
Risk (Portfolio)
Consolidated register of risks and issues across every project of a portfolio for cross-cutting analysis.
Task list (Portfolio)
Consolidated table of every task across every project of a portfolio with advanced filters and multi-project follow-up.
Decision (Portfolio)
Consolidated register of decisions taken or pending on every project of a portfolio.
Report (Portfolio weather)
Consolidated weather synthesis of the portfolio's projects for executive committee reporting.
Requirement (Portfolio)
Consolidated register of requirements across every project of a portfolio with coverage tracking.
Document (Portfolio)
Centralized library of documents attached to every project of a portfolio with cross-cutting search.
Change (Portfolio)
Consolidated register of change requests across the portfolio's projects with impact and status.
Actuals (Portfolio)
Review the detailed actuals (time spent) on the projects of a portfolio, broken down by resource, task, project and date, with its budget and valuation data.
Program management
Create a program and attach multiple projects to it.