Features

Unlimited views

You can show your portfolio from completely different angles for your stakeholders. Your product managers may want to focus on product scope, while the resource managers may be more interested in resource utilization aspect.

  • Filter projects in your views
  • Color projects in lists and on timelines
  • Group projects by any field you define
  • Share your views within the organization
  • Share your views with secret links with people who do not have an account in Portfoleon

Timelines

  • Can display any project field or set of fields
  • Support drag-and-drop
  • Milestones and events
  • Project progress
  • Project phases and key dates
  • Project cost

Lists

  • Done as Excel-like spreadsheets
  • Support copy-paste and drag-to-fill
  • Can be conditionally colored

Resource management

  • Define resources capacity
  • Define resources for each project phase
  • Automatically scale resources
  • Learn resource utilization for each resource, role, location, or team

Consistent history

  • Go back in time to see how the project portfolio looked like
  • Prepare your changes without affecting data of other users

Security

Define rights to own, edit, or view workspaces

Share with a “private link” with stakeholders who do not use Portfoleon

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