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 and PowerPoint exports.
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, its members, the rights propagated to projects 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.
Portfolio risks
Review the risks and issues of every project in a portfolio in one grid, group them and export them.
Task list (Portfolio)
Review in one grid every task of a portfolio's projects, group, filter and export them.
Portfolio cards
Track every card of a project portfolio's projects in one consolidated Kanban board.
Decision (Portfolio)
Consolidated register of decisions taken or pending on every project of a portfolio.
Report (Portfolio weather)
Consolidate the status reports of every project in a portfolio in one grid, and show only each project's latest report.
Requirement (Portfolio)
Consolidated register of requirements across every project of a portfolio with coverage tracking.
Document (Portfolio)
Review in one grid the documents referenced by every project of a portfolio.
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.