6 Key Project Portfolio Management Capabilities

Demand management

Demand management is the processing of all proposals that would impact current and future projects (project demands, ideas, and change requests):

  • Collect and centralize demands in a single area
  • Assess the value and cost of each demand and identify the dependencies
  • Make decisions with transparency and fluidity
  • Ensure the connection between expressed needs and what is implemented
Idea kanban
Project_Management_Jeremie Averous_Planisware

Recorded Webinar: Advanced Scheduling for Large, Complex Projects

Meet Jeremie Averous, author of "Advanced Scheduling Handbook for Project Managers" and learn about the benefits of switching from a single scheduling to a set of interconnected plans, and the key best practices to building them.
Portfolio Executive Summary

Portfolio management

Once project possibilities are identified, the portfolio manager gets a set of projects that must be qualified, prioritized and validated. They need to analyze the overall coherence of the organization’s projects so that duplicates are avoided, resources are focused on value-added projects and load is balanced throughout the year.

  • Formalize strategy by structuring it in portfolio form
  • Consolidate projects for global strategic analysis
  • Define and present the organization’s financial and resource constraints
  • Arbitrate various scenarios depending on priority and resource capacity

Project & product management

Manage your project planning with interactive Gantt charts, to-do lists, or Kanban boards. Standardize best practices through the use of project templates.  Support collaboration throughout your organization with detailed lists of tasks.  Track your progress by following milestones and deliverables.  Combine different planning modes (i.e. waterfall, agile, stage-gate…) to discover actionable insights when and where it’s needed.

  • Identify projects, their characteristics and their teams
  • Delegate tasks and get teams involved
  • Implement hybrid project management with agile and waterfall planning
  • Monitor the progress of projects and key performance indicators
Project dashbaord
Resource dashboard

Resource Management

Configure your resource management processes to fit your organization's workflows (i.e. role or named resources, assignment rules, timesheets, etc.)

  • Anticipate team capacity and availability
  • Optimize workload and reduce project delays
  • Analyze time distribution between project and non-project activities
  • Get a single timesheet for all resources' activities

Budget & cost management

Provide project managers with the ability to plan, track in real-time, and analyze the financial performance of projects. It allows you to manage budgets globally or in detail, accounting for categories like labor, expenses, materials and equipment.

  • Anticipate and breakdown budget needs to get reliable buckets
  • Get a centralized view on project costs (i.e. planned, actuals, payments, etc.)
  • Ensure the reliability of forecasts and budgetary outcomes
Project cash flow

Collaboration & reporting

Decision-makers can no longer be satisfied with just “seeing” what’s going on. They need to anticipate and act. Manage your portfolio and take decisions based on past findings, real-time monitoring, and forecasting.

  • Formalize, ensure reliability, and speed up project reporting
  • Measure project impact and profits in real time
  • Facilitate communication among teams
  • Share and keep track of all data and documents

Planisware Orchestra

Adaptive Project Management at its best
Portfolio management to project execution
A turnkey cloud solution to quickly streamline your project decision-making, foster collaboration and ensure best practice across your whole organization.

Planisware Enterprise

Strategic Portfolio Management at scale
Advanced portfolio and project delivery
Built to capture your strategy, align your portfolio, execute your projects, accelerate your products to market, and co-ordinate your teams efficiently.