Make Better Strategic Decisions
See every projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. on an interactive timeline and understand how changes impact your portfolio before you commit to them.
Build Plans That Match Reality
Balance demand with available capacity, resolve resourceResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! conflicts, and create realistic portfolios that your teams can actually deliver.
Spot Risks Before They Escalate
Monitor portfolio health with real-time KPIs and alerts so you can quickly identify and act on issues that require attention.
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Plan and Prioritize Projects with Confidence
The Portfolio Designer combines important projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. information with real-time data to give you everything you need to manage your portfolio and make strategic decisions.
- Visualize projects, programs, milestonesMilestoneIn project portfolio management, a milestone marks an important point in a project’s progress that requires monitoring or decision-making. Milestones indicate project phases, marking the completion of objectives or the…, and dependencies on a timeline and quickly identify risks and conflicts.
- Easily prioritize projects with project scoring or drag and drop to reorder and immediately see the impact of changes.
- Configure the view to suit your organization, with options to color code or add new columns to organize projects.


Balance Capacity Across Your Entire Portfolio
Create achievable plans by seeing available capacity and demand side by side. Manage resourcesResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course!, teams, and roles and assign capacity in just a few clicks.
- Identify overallocations and bottlenecks in advance and reallocate work to resolve conflicts.
- Watch allocationsAllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly. update in real time as you build projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. plans.
- Search for the specific skills, roles, or people to find the right resources quickly.
Monitor Portfolio Health at a Glance
See the metrics and alerts that matter most in one place. The Portfolio Monitor makes it easy to understand portfolio health and focus on the projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. that need action.
- Track financial and strategic portfolio metrics with real-time KPI cards.
- Quickly identify projects that exceed approved budgets or have unmet dependencies.
- Filter by alerts to focus on specific risks and portfolio issues.





