From request to board report - a portfolio that computes itself live.
A portfolio hierarchy with metrics derived from the projects, scenarios in a sandbox, approvals with deadlines and escalation, reporting that condenses itself. No more shadow steering in spreadsheets - every decision comes with evidence.
Five building blocks, one steerable portfolio
Each building block solves a problem of its own - together they turn project lists into a steerable portfolio. Every card leads to its in-depth detail page.
How it all connects
From overview to decision and back: every piece of information flows on automatically - nothing is maintained twice.
Portfolio structured
Projects and programs hang in the portfolio tree - budgets and progress compute themselves live.
To portfolios & programsFuture played through
Cuts and shifts run as a scenario in the sandbox - with a delta against the baseline.
To scenario planningFormally decided
The best variant goes into approval - with deciders, deadlines and automatic escalation.
To approval processesTransparently reported
Approved reports and metrics automatically condense up to the top of the portfolio.
To portfolio reportingRisks feed in as well: the portfolio risk cockpit aggregates exposure and escalations across all projects - including Monte Carlo simulation based on your risk data.
Three perspectives, one portfolio
PMO, management and program leads work on the same numbers - each role with its own view.
PMO & portfolio management
Consolidated reports, early bottleneck detection and a cockpit that can't be fooled - without spreadsheet collection rounds.
Management & committees
Decision papers with substance: scenarios with a live delta and approvals with reasoning and evidence - committee work without paper stacks.
Program & project leads
Report once instead of delivering three times - and route changes through a clean request path instead of email.
Frequently asked questions about portfolio management with WORKSPACE.PM
The answers to the questions that matter most before rolling out.
No - that is the core of the system. Budgets, progress and metrics are computed live from project data; status reports are written once, approved under the four-eyes principle and automatically condense across program and portfolio. Nobody copies numbers into collection spreadsheets, nothing goes stale.
You model your organization as a portfolio hierarchy and assign projects and programs - the metrics emerge on their own because they are computed from the projects. The platform stays fast even with very large portfolios, and via the REST API you connect existing BI tools instead of replacing them.
You play through decisions before they are made: a scenario is a complete copy of your portfolio in which you cut budgets, shift or add projects - with a live-computed delta against the baseline. Up to five variants stand side by side; after approval, the best one is adopted into the live portfolio atomically and with conflict checking.
The opposite: it speeds things up because nothing sits idle anymore. You model approval processes yourself as BPMN diagrams - no IT project required. Every step has an owner and a deadline, reminders fire before it expires and escalation kicks in afterwards. And every decision carries a person, timestamp and reasoning - audit-proof.
Live-computed budget and progress figures per level, earned value with CPI and SPI per project, seven analysis chart types from bubble chart to heatmap, a cross-project portfolio Gantt with baselines, and the resource allocation matrix in percent, person-days, hours or FTE. Plus the portfolio risk cockpit with Monte Carlo simulation (P50/P80/P90) based on your risk data.
Steer your portfolio with numbers that are right - free for 30 days
All five building blocks, full functional depth, no credit card. Create the portfolio tree, assign projects - the metrics compute themselves.