Portfoleon unites OKR management and project portfolio planning in one streamlined solution. It helps teams build realistic, goal-driven roadmaps—prioritizing the work that matters most. By visualizing roadmaps and connecting strategy to execution, Portfoleon supports informed, human-centered decision making.
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With structured planning, meaningful prioritization, and ongoing visibility, Portfoleon helps teams stay aligned and deliver on strategy.
In Portfoleon, a plan is built around a set of objectives and key results. Each objective is weighted to reflect its importance within the overall plan, while key results are structured, specific, and measurable—providing clarity and focus.
In Portfoleon, each project can support one or more key results. Both the planned and actual contributions are quantified—making it easier to understand which work truly drives business outcomes.
With Portfoleon, scenario planning becomes a natural part of strategic work. Teams can create multiple versions of a plan, each with its own roadmap, and explore different approaches by easily switching between them. This flexibility helps organizations evaluate options and make more informed decisions.
As projects move forward, progress toward key results becomes visible. Portfoleon encourages meaningful status reporting—engaging project managers in a way that feels purposeful, not bureaucratic. This connection between daily work and strategic goals brings clarity and motivation to the entire team.
From timelines to pivot tables, Portfoleon offers multiple ways to visualize, manage, and analyze your work—tailored to how your team works best.
Portfoleon’s timeline boards offer a clear, visual way to organize projects or epics. Cards can be color-coded and arranged into lanes and sublanes to reflect structure and focus. The timeline view has been so well-received by users that it’s even available as a free standalone tool.
Free Timeline Tool
For teams who love the flexibility of spreadsheets, Portfoleon offers boards that feel familiar. Compatible with Excel and Google Sheets, these boards make it easy to manage and edit backlogs quickly – without giving up structure.
Portfoleon includes interactive Kanban and crosstab boards that bring visibility to work in progress and priorities. Designed to be both digital and printable, they help teams stay aligned at every stage of execution.
Portfoleon’s pivot table boards make it easy to summarize and explore your work data. Whether you’re analyzing priorities, workload, or risks, dynamic tables and charts offer a clear view of your portfolio from every angle.
Make boards to share eye-opening facts about your portfolio and communicate with impact
Use Portfoleon to plot your projects on a single diagram where risks, benefits, and costs are clearly visible.
Explain where does the budget go and make a case for process improvements.
By visualizing resource allocation and spotting constraints, Portfoleon ensures your strategy is grounded in operational reality.
Portfoleon provides a simple way to allocate resources to projects at a high level. Using pivot tables displayed as heat maps, managers gain clear visibility into resource usage – highlighting shortages in specific projects, skill profiles, or time periods.
Portfoleon makes it easy to see resource capacity, demand, and allocation directly beneath the timeline. Filters by roles, teams, or locations help pinpoint where resources are sufficient or stretched thin. This powerful view allows teams to experiment with roadmap changes and immediately understand their impact on resource allocation.
Portfoleon easily integrates into your IT infrastructure, working seamlessly with other software tools to streamline internal operations and transform the way you do business.
You can integrate Portfoleon using:
Portfoleon natively connects to Atlassian Jira, and uses integration API to connect to any other system you use. In addition, we launched a Zapier connector beta that will connect Portfoleon to thousands other systems.
We are trusted by customers all around the world. Check out our reviews at G2.
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